Business Operations and ERPs
Float
33 min
float is a resource management and project planning platform for teams to schedule people, track time, and monitor project financials integrating float with make com allows automated updates of schedules, project data, and time tracking across connected tools this is ai generated content based on official float documentation the content may contain mistakes please verify important information if you have questions on vendor documentation, contact https //www float com/ directly requirements to use the float app in make, you must have an active float account and a bearer token obtained from your float account settings integrations page, https //www float com/ for subscription, refer to the https //www float com/ connect float and {{product name}} to get started, you must first create a connection between float and {{product name}} , allowing the two services to communicate obtain your api key in your float account create the connection in make obtain your api key in your float account before you create the connection in {{product name}} , you should first obtain your api key in your float account to obtain your api key navigate to your float account settings page locate the section for api token copy the api token displayed on screen you will use this value while creating a connection in {{product name}} because the ui might have changed, the steps you see on your screen might be different, https //support float com/en/articles/10629147 integrations create the connection in {{product name}} https //www make com/en/register , add the float module to your {{scenario singular lowercase}} , and click create a connection if you add a module with an instant tag, click create a webhook , then create a connection optional in the connection name field, enter a name for the connection enter the authentication credentials you copied from your float account or follow the on screen instructions to create the connection for detailed information on connecting an application, see docid\ so88fm6pkt0g adkddfzz page float modules after connecting to the float app, you can choose from a list of available modules to build your {{scenario plural lowercase}} create a client adds a new client record to your account create a department creates a new department within your organization create a logged time creates a new time entry to record the amount of time spent on a specific task or project create a milestone creates a new project milestone to help track progress and key achievements create a person creates a new person record in your database or application create a project creates a new project within your selected workspace create a task creates a new task in your selected project or workspace create a time off creates a new time off request in the system delete a client permanently removes a specified client from your account delete a department permanently removes a specified department from your system delete a logged time deletes a previously recorded time entry from your account delete a milestone permanently removes a specified milestone from your project delete a person deletes a specified person record from your database delete a project permanently removes a selected project from your account delete a task permanently removes a selected task from your account delete a time off deletes a specified time off entry from your account get a client fetches detailed information about a specific client that already exists in your system get a department fetches detailed information about a specific department that already exists get a logged time fetches details of a previously recorded time entry get a milestone fetches the details of a specific milestone that already exists get a person fetches detailed information about a specific person already stored in your system get a project fetches detailed information about a specific existing project get a task fetches the details of a specific existing task get a time off fetches details of a specific time off request list clients fetches a list of all clients from your account list departments fetches and displays a list of all available departments within your organization list logged times fetches a list of time entries that have been recorded list milestones fetches and displays a list of all project milestones list persons retrieves a list of people and their associated details from your account list projects fetches and displays a list of all available projects from your account list tasks fetches and displays a list of all existing tasks from your account list time offs fetches a list of recorded employee time off entries make an api call executes a custom api request to the connected service using your authorized credentials update a client updates the details of an existing client record update a department updates the details of an existing department in your system update a logged time modifies the details of a previously recorded time entry update a milestone modifies the details of a previously created milestone update a person updates the details of an existing person in your database update a project modifies the details of an existing project update a task modifies the details of a specified existing task update a time off modifies the details of an existing time off request watch new clients triggers when a new client record is added to your system watch new departments triggers when a new department is added to your account watch new logged times triggers when a new time entry is recorded watch new persons triggers when a new person record is added to your account watch new projects triggers when a new project is added to your account watch new tasks triggers when a new task is added to your account watch new time offs triggers when a new time off request is submitted in the system watch updated logged times triggers when a previously recorded time entry is modified watch updated tasks triggers when any changes are made to an existing task templates you can look for more templates in https //www make com/en/templates , where you'll find thousands of pre created {{scenario plural lowercase}} float resources you can have access to more resources related to this app on the following links https //community make com/search?q=float https //www float com/ https //developer float com/ https //www make com/en/integrations/float