Float and Salesflare

Scheduling float.com ↗

How to connect Float

Via Zapier — 44 operations available. Set it up ↗
Via Make — 50 modules available. Set it up ↗

What you can automate

When new Client in Float, find or create account, then find or create contact, then add contact to account in Salesflare.
When new Person in Float, find or create contact in Salesflare.
When new Project Task in Float, create task in Salesflare.
When updated Project Task in Float, create task in Salesflare.
When new Task in Salesflare, create Project Task in Float.

About Float

Float is the fast and friendly resource scheduling app. Keep track of who's working on what and when.

Float operations on Zapier

Triggers (15)

Start a workflow when this happens

New Allocation — Triggers when a new allocation is created.
New Client — Triggers when a new client is added.
New Department — Triggers when a new department is added.
New Logged Time — Triggers when a new logged time is created.
New Milestone — Triggers when a new milestone is created.

Show 10 more triggers

New Person — Triggers when a new person is added.
New Phase — Triggers when a new phase is created.
New Project — Triggers when a new project is created.
New Project Task — Triggers when a new project task is created.
New Time Off — Triggers when a new time off is created.
Updated Allocation — Triggers when an allocation is modified.
Updated Logged Time — Triggers when a logged time is modified.
Updated Phase — Triggers when a phase is modified.
Updated Project — Triggers when a project is modified.
Updated Project Task — Triggers when a project task is modified.

Actions (23)

Things Salesflare can make it do

Create Allocation — Creates a new allocation.
Create Client — Creates a new client.
Create Department — Creates a new department.
Create Logged Time — Creates a new logged time.
Create Milestone — Creates a new milestone.

Show 18 more actions

Create Person — Creates a new person.
Create Phase — Creates a new phase.
Create Project — Creates a new project.
Create Project From Template — Creates a new project from a project template.
Create Project Task — Creates a new project task.
Create Time Off — Creates a new time off.
Find or Create Allocation — Finds an allocation by ID.
Find or Create Logged Time — Finds a logged time by ID.
Find or Create Person — Finds a person by ID, email, or tag(s).
Find or Create Phase — Finds a phase by Phase ID, or all phases for a Project ID.
Find or Create Project — Finds a project by ID, project_code, or tag(s).
Update Allocation — Update an existing allocation by ID.
Update Logged Time — Update an existing logged time entry by ID.
Update Milestone — Update an existing milestone by ID.
Update Person — Update an existing person by ID.
Update Phase — Update an existing phase by ID.
Update Project — Update an existing project by ID.
Update Project Task — Update an existing project task by ID.

Searches (6)

Look up existing records

Find Allocation — Finds an allocation by ID.
Find Logged Time — Finds a logged time by ID.
Find Person — Finds a person by ID, email, or tag(s).
Find Phase — Finds a phase by Phase ID, or all phases for a Project ID.
Find Project — Finds a project by ID, project_code, or tag(s).

Show 1 more searches

Find Rate Cards — Finds rate cards, optionally filtered by active status, client, or currency.

Float operations on Make

Triggers (9)

Start a workflow when this happens

Watch New Clients — Triggers when a new client is created.
Watch New Departments — Triggers when a new department is created.
Watch New Logged Times — Triggers when a new logged time is created.
Watch New Persons — Triggers when a new person is created.
Watch New Projects — Triggers when a new project is created.

Show 4 more triggers

Watch New Tasks — Triggers when a new task is created.
Watch New Time Offs — Triggers when a new time off is created.
Watch Updated Logged Times — Triggers when an existing logged time is updated.
Watch Updated Tasks — Triggers when an existing task is updated.

Actions (33)

Things Salesflare can make it do

Create a Client — Creates a new client.
Create a Department — Creates a new department.
Create a Logged Time — Creates a new logged time.
Create a Milestone — Creates a new milestone.
Create a Person — Creates a new person.

Show 28 more actions

Create a Project — Creates a new project.
Create a Task — Creates a new task.
Create a Time Off — Creates a new time off.
Delete a Client — Deletes an existing client.
Delete a Department — Deletes an existing department.
Delete a Logged Time — Deletes an existing logged time.
Delete a Milestone — Deletes an existing milestone.
Delete a Person — Deletes an existing person.
Delete a Project — Deletes an existing project.
Delete a Task — Deletes an existing task.
Delete a Time Off — Deletes an existing time off.
Get a Client — Retrieves an existing client.
Get a Department — Retrieves an existing department.
Get a Logged Time — Retrieves an existing logged time.
Get a Milestone — Retrieves an existing milestone.
Get a Person — Retrieves an existing person.
Get a Project — Retrieves an existing project.
Get a Task — Retrieves an existing task.
Get a Time Off — Retrieves an existing time off.
Make an API Call — Performs an arbitrary authorized API call.
Update a Client — Updates an existing client.
Update a Department — Updates an existing department.
Update a Logged Time — Updates an existing logged time.
Update a Milestone — Updates an existing milestone.
Update a Person — Updates an existing person.
Update a Project — Updates an existing project.
Update a Task — Updates an existing task.
Update a Time Off — Updates an existing time off.

Searches (8)

Look up existing records

List Clients — Retrieves a list of clients.
List Departments — Retrieves a list of departments.
List Logged Times — Retrieves a list of logged times.
List Milestones — Retrieves a list of milestones.
List Persons — Retrieves a list of persons.

Show 3 more searches

List Projects — Retrieves a list of projects.
List Tasks — Retrieves a list of tasks.
List Time Offs — Retrieves a list of time offs.

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