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Float is a resource management platform for teams. Schedule work, track time, and manage projects with complete visibility of your team capacity.
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New Person
Triggers when a new person is added to your Float team.
New Project
Triggers when a new project is created in Float.
New Allocation
Triggers when a new allocation (scheduled task) is created in Float.
- 2 parameters
- Project
- Person
New Logged Time
Triggers when a new time entry is logged in Float.
- 2 parameters
- Project
- Person
Actions available for Float on Stepper
Create Person
Creates a new person in your Float team.
- 12 parameters
- Name
- Email
- Role
- Department
- Job Title
- Person Type
- Employment Type
- Start Date
- End Date
- Default Hourly Rate
- Notes
- Active
Update Person
Updates an existing person in Float.
- 13 parameters
- Person
- Name
- Email
- Role
- Department
- Job Title
- Person Type
- Employment Type
- Start Date
- End Date
- Default Hourly Rate
- Notes
- Active
Find Person
Finds a person in Float by their ID.
Create Project
Creates a new project in Float.
- 12 parameters
- Project Name
- Client
- Project Code
- Color
- Notes
- Status
- Non-Billable
- Budget Type
- Budget Total
- Default Hourly Rate
- Project Manager
- Active
Update Project
Updates an existing project in Float.
- 8 parameters
- Project
- Project Name
- Client
- Status
- Notes
- Color
- Non-Billable
- Active
Find Project
Finds a project in Float by its ID.
Create Client
Creates a new client in Float.
Create Allocation
Creates a new scheduled allocation (task) in Float for a person on a project.
- 11 parameters
- Project
- Person
- Start Date
- End Date
- Hours Per Day
- Phase
- Project Task
- Status
- Notes
- Repeat
- Repeat End Date
Update Allocation
Updates an existing allocation in Float.
- 7 parameters
- Allocation
- Start Date
- End Date
- Hours Per Day
- Person
- Status
- Notes
Create Logged Time
Logs time for a person on a project in Float.
- 7 parameters
- Person
- Project
- Date
- Hours
- Phase
- Project Task
- Notes
Create Time Off
Creates a time off entry for one or more people in Float.
- 8 parameters
- Time Off Type
- People
- Start Date
- End Date
- Full Day
- Hours Per Day
- Status
- Notes
Make HTTP Request
Make an HTTP request to any URL with full control over method, headers, and body.