Productivity · CONNECTIONRead and schedule Float people, projects, clients, allocations, time off and logged time.
Explore 16 workflow actions for Float, including account permissions and operation limits.
Choose an action in the workflow builder, connect an account, and map its inputs. These actions are available in the catalog; your account access and a successful test determine whether they work for your setup.
Schedule a person (or several) on a project for hours per day between two dates.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create a client.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Add a person to the schedule.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create a project, optionally for a client.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Schedule time off for people between two dates.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete an allocation.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Read one person.
Read one project.
List scheduled allocations by person, project, dates or status.
List clients.
List logged time by person, project or dates.
List people, by active state, department, email or tag.
List projects, by client, code, active state or status.
List scheduled time off by dates, status or type.
Log hours a person worked on a project on a date.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Change an allocation's dates, hours, person, notes or status.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Use the account and permissions required for your process. Review the connection check before configuring a workflow action.
Select a listed operation and map its required inputs. Use test records and add a human approval before writes that need review.
Inspect step outputs and confirm the result in Float. A saved workflow is not a completed provider action.
