Float

Modified on Fri, 14 Jun at 9:59 AM

With Float modules in Make, you can:

watch, create, update, retrieve, list, and delete clients
watch, create, update, retrieve, list, and delete departments
watch, create, update, retrieve, list, and delete logged time
create, update, retrieve, list, and delete milestones
watch, create, update, retrieve, list, and delete persons
watch, create, update, retrieve, list, and delete projects
watch, create, update, retrieve, list, and delete tasks
watch, create, update, retrieve, list, and delete time offs

To get started with Float, create an account at app.float.com.

Connecting Float to Make

To connect Float with Make you need to obtain the Float Access Token values from your Float account:

Log in to your Float account.
Click Teams > Team Settings.
Click Integrations. Copy the API Key to a safe place.
Log in to your Make account, and add a module from the Float app into a Make scenario.
Click Add next to the Connection field.
In the Connection name field, enter a name for the connection.
In the Float Access Token field, enter the details copied in step 3, and click Save.
You have successfully established the connection and can now build scenarios.

Clients

You can watch, create, update, retrieve, list, and delete the clients using the following modules.

Watch New Clients

Triggers when a new client is created.

Connection	Establish a connection to your Float account.
Limit	Set the maximum number of clients Make will return during one execution cycle. The default value is 2.

Create a Client

Creates a new client.

Connection	Establish a connection to your Float account.
Name	Enter (map) a name for the client.

Update a Client

Updates an existing client.

Connection	Establish a connection to your Float account.
Client ID	Select or map the Client ID whose details you want to update.
Name	Enter (map) a new name for the client.

Get a Client

Retrieves an existing client.

Connection	Establish a connection to your Float account.
Client ID	Select or map the Client ID whose details you want to retrieve.

List Clients

Retrieves a list of clients.

Connection	Establish a connection to your Float account.
Limit	Set the maximum number of clients Make will return during one execution cycle. The default value is 10.

Delete a Client

Deletes an existing client.

Connection	Establish a connection to your Float account.
Client ID	Select or map the Client ID you want to delete.

Departments

You can watch, create, update, retrieve, list, and delete the departments using the following modules.

Watch New Departments

Triggers when a new department is created.

Connection	Establish a connection to your Float account.
Limit	Set the maximum number of departments Make will return during one execution cycle. The default value is 2.

Create a Department

Creates a new department.

Connection	Establish a connection to your Float account.
Name	Enter (map) a name for the department.

Update a Department

Updates an existing department.

Connection	Establish a connection to your Float account.
Department ID	Select or map a Department ID whose details you want to update.
Name	Enter (map) a new name for the department.

Get a Department

Retrieves an existing department.

Connection	Establish a connection to your Float account.
Department ID	Select or map a Department ID whose details you want to retrieve.

List Departments

Retrieves a list of departments.

Connection	Establish a connection to your Float account.
Limit	Set the maximum number of departments Make will return during one execution cycle. The default value is 10.

Delete a Department

Deletes an existing department.

Connection	Establish a connection to your Float account.
Department ID	Select or map a Department ID you want to delete.

Logged Times

You can watch, create, update, retrieve, list, and delete the logged time using the following modules.

Watch New Logged Times

Triggers when a new logged time is created.

Connection	Establish a connection to your Float account.
Limit	Set the maximum number of new logged times Make will return during one execution cycle. The default value is 2.

Watch Updated Logged Times

Triggers when an existing logged time is updated.

Connection	Establish a connection to your Float account.
Limit	Set the maximum number of updated logged times Make will return during one execution cycle. The default value is 2.

Create a Logged Time

Creates a new logged time.

Connection	Establish a connection to your Float account.
Date	Enter (map) the date for which you want to log the time. See the list of supported date and time formats.
Hours	Enter (map) the time in hours to log.
People ID	Select or map the Person ID whose time entry you want to log.
Project ID	Select or map the Project ID to which you want to associate whose time entry is being logged.
Billable	Select whether this time entry is billable.
Notes	Enter (map) the additional information about the time entry.
Phase ID	Select or map the project's Phase ID of this time entry. For example, `In progress`.
Task ID	Select or map the Task ID to which you want to log this time. Assigns the time log to an existing task.
Task Name	Enter (map) the name of the task against which this entry is being logged. If the task name does not exist, a new task will be created.

Update a Logged Time

Updates an existing logged time.

Connection	Establish a connection to your Float account.
Logged Time ID	Select or map the Logged Time ID whose details you want to update.

For field descriptions, see Create a Logged Time.

Get a Logged Time

Retrieves an existing logged time.

Connection	Establish a connection to your Float account.
Logged Time ID	Select or map the Logged Time ID whose details you want to retrieve.

List Logged Times

Retrieves a list of logged times.

Connection	Establish a connection to your Float account.
People ID	Select or map the Person ID whose logged times you want to list.
Project ID	Select or map the Project ID whose logged times you want to list.
Start Date	Enter (map) the date to list the logged times created from the specified date. See the list of supported date and time formats.
End Date	Enter (map) the date to list the logged times until the specified date. See the list of supported date and time formats.
Limit	Set the maximum number of updated logged times Make will return during one execution cycle. The default value is 10.

Delete a Logged Time

Deletes an existing logged time.

Connection	Establish a connection to your Float account.
Logged Time ID	Select or map the Logged Time ID you want to delete.

Milestones

You can create, update, retrieve, list, and delete the milestones using the following modules.

Create a Milestone

Creates a new milestone.

Connection	Establish a connection to your Float account.
Name	Enter (map) the name of the milestone.
Project ID	Select or map the project to which the milestone belongs.
Date	Enter (map) the start date of the milestone. See the list of supported date and time formats.
End Date	Enter (map) the end date if the milestone is set for more than one day. See the list of supported date and time formats.

Update a Milestone

Updates an existing milestone.

Connection	Establish a connection to your Float account.
Milestone ID	Select or map the Milestone ID whose details you want to update.
Name	Enter (map) a new name for the milestone.
Project ID	Select or map the Project ID to which the milestone belongs.
Date	Enter (map) the start date of the milestone. See the list of supported date and time formats.
End Date	Enter (map) the end date if the milestone is set for more than one day. See the list of supported date and time formats.

Get a Milestone

Retrieves an existing milestone.

Connection	Establish a connection to your Float account.
Milestone ID	Select or map the Milestone ID whose details you want to retrieve.

List Milestones

Retrieves a list of milestones.

Connection	Establish a connection to your Float account.
Limit	Set the maximum number of miles Make will return during one execution cycle. The default value is 10.

Delete a Milestone

Deletes an existing milestone.

Connection	Establish a connection to your Float account.
Milestone ID	Select or map the Milestone ID you want to delete.

Persons

You can watch, create, update, retrieve, list, and delete the persons using the following modules.

Watch New Persons

Triggers when a new person is created.

Connection	Establish a connection to your Float account.
Limit	Set the maximum number of persons Make will return during one execution cycle. The default value is 2.

Create a Person

Creates a new person.

Connection	Establish a connection to your Float account.
Name	Enter (map) the person's full name.
Email	Enter (map) the person's email address.
Job Title	Enter (map) the person's job title. For example, `project manager`.
Department	Select or map the Department ID of the person.
Notes	Enter (map) the additional information about the person.
Auto Email	Select whether to send the schedule at the start of the week.
Employee Type	Select or map the person's employee type. For example, `full-time`.
Work Days Hours	Enter (map) the hours a part-time person is available for scheduling each day in order from Sunday to Saturday.
Active	Select the person's status. For example, `active`.
People Type ID	Select or map the People Type ID. For example, `employee`.
Tags	Enter (map) the tags applicable to the person.
Start Date	Enter (map) the person's start date at work. See the list of supported date and time formats.
End Date	Enter (map) the person's end date at the work. See the list of supported date and time formats.
Default Hourly Rate	Enter (map) the default hourly rate for fee-based projects.

Update a Person

Updates a person.

Connection	Establish a connection to your Float account.
Person ID	Select or map the Person ID whose details you want to update.
Name	Enter (map) the person's full name.
Email	Enter (map) the person's email address.
Job Title	Enter (map) the person's job title. For example, `project manager`.
Department	Select or map the Department ID to which the person belongs.
Notes	Enter (map) the additional information about the person.
Auto Email	Select whether to send the schedule at the start of the week.
Employee Type	Select or map the employee type. For example, `full-time`.
Work Days Hours	Enter (map) the hours that a part-time person is available for scheduling each day in order from Sunday to Saturday.
Active	Select or map the person's status. For example, `active`.
People Type ID	Select the People Type ID. For example, `contractor`.
Tags	Enter (map) the tags applicable to the person.
Start Date	Enter (map) the person's start date at work. See the list of supported date and time formats.
End Date	Enter (map) the person's end date at work. See the list of supported date and time formats.
Default Hourly Rate	Enter (map) the default hourly rate for fee-based projects.

Get a Person

Retrieves an existing person.

Connection	Establish a connection to your Float account.
Person ID	Select or map the Person ID whose details you want to retrieve.

List Persons

Retrieves a list of persons.

Connection	Establish a connection to your Float account.
Limit	Set the maximum number of persons Make will return during one execution cycle. The default value is 10.

Delete a Person

Deletes an existing person.

Connection	Establish a connection to your Float account.
Person ID	Select or map the Person ID you want to delete.

Projects

You can watch, create, update, retrieve, list, and delete projects using the following modules.

Watch New Projects

Triggers when a new project is created.

Connection	Establish a connection to your Float account.
Limit	Set the maximum number of projects Make will return during one execution cycle. The default value is 2.

Create a Project

Creates a new project.

Connection	Establish a connection to your Float account.
Name	Enter (map) the name of the project.
Client ID	Select or map the Client ID whose project you want to create.
Color	Enter (map) the project's color in hexadecimal format.
Notes	Enter (map) the additional information about the project.
Tags	Enter (map) the list of tags.
Budget Type	Select or map the budget type. For example, `total hours`.
Budget Total	Enter (map) the budget amount for total hours or total fee budgets.
Default Hourly Rate	Enter (map) the default hourly rate for fee-based budgets.
Non-Billable	Select whether the project is non-billable.
Tentative	Select whether the project is tentative.
Active	Select whether the project is active.
Project Manager	Select or map the Account ID of the assigned project manager.
All PMS Schedule	Select whether the project managers have scheduling rights.

Update a Project

Updates an existing project.

Connection	Establish a connection to your Float account.
Project ID	Select or map the Project ID whose details you want to update.
Name	Enter (map) the name of the project.
Client ID	Select or map the Client ID of the project.
Color	Enter (map) the project's color in hexadecimal format.
Notes	Enter (map) the additional information about the project.
Tags	Enter (map) the list of tags applicable to the project.
Budget Type	Select or map the budget type. For example, `total hours`.
Budget Total	Enter (map) the budget amount for total hours or total fee budgets.
Default Hourly Rate	Enter (map) the default hourly rate for fee-based budgets.
Non-Billable	Select whether the project is non-billable.
Tentative	Select whether the project is tentative.
Active	Select whether the project is active.
Project Manager	Select or map the account ID of the assigned project manager.
All PMS Schedule	Select whether the project managers have scheduling rights.

Get a Project

Retrieves a list of projects.

Connection	Establish a connection to your Float account.
Task ID	Select or map the Project ID whose details you want to retrieve.

List Projects

Retrieves a list of projects.

Connection	Establish a connection to your Float account.
Limit	Set the maximum number of projects Make will return during one execution cycle. The default value is 10.

Delete a Project

Deletes an existing project.

Connection	Establish a connection to your Float account.
Project ID	Select or map the Project ID you want to delete.

Tasks

You can watch, create, update, retrieve, list, and delete the task using the following modules.

Watch New Tasks

Triggers when a new task is created.

Connection	Establish a connection to your Float account.
Limit	Set the maximum number of tasks Make should return during one execution cycle. The default value is 2.

Watch Updated Tasks

Triggers when an existing task is updated.

Connection	.Establish a connection to your Float account
Limit	Set the maximum number of tasks Make should return during one execution cycle. The default value is 2.

Create a Task

Creates a new task.

Connection	Establish a connection to your Float account.
Project ID	Select or map the Project ID to which this task belongs.
Hours	Enter (map) the number of hours per day to spend on this task.
Name	Enter (map) the name for the task.
People ID	Select or map the People ID assigned to this task.
People IDs	Select or map the People IDs assigned to this task.
Phase ID	Select or map the ID of the project phase to which task belongs.
Start Date	Enter (map) the date of start of the task. See the list of supported date and time formats.
End Date	Enter (map) the end date of the task. See the list of supported date and time formats.
Start Time	Enter (map) the start time of this task in 24 hr format. See the list of supported date and time formats.
Status	Select or map the task status. For example, `complete`.
Priority	Select whether this is a priority task.
Notes	Enter (map) the additional information about the task.
Repeat State	Select the frequency to repeat the task. For example, `weekly`.
Repeat End Date	Enter (map) a date to cease repeating the task.

Update a Task

Updates an existing task.

Connection	Establish a connection to your Float account.
Task ID	Select or map the Task ID whose details you want to update.
Project ID	Select or map the Project ID to which this task belongs.
Name	Enter (map) a name for the task.
Hours	Enter (map) the number of hours per day on this task.
People ID	Select or map the Person ID assigned to this task.
People IDs	Select or map the People IDs assigned to this task.
Phase ID	Select or map the Project's Phase ID to which the task belongs.
Start Date	Enter (map) the date of start of the task. See the list of supported date and time formats.
End Date	Enter (map) the end date of the task. See the list of supported date and time formats.
Start Time	Enter (map) the start time of this task in 24-hour format. See the list of supported date and time formats.
Status	Select or map the task status. For example, `complete`.
Priority	Select where this is a priority task.
Notes	Enter (map) any additional notes about the task.
Repeat State	Select the frequency to repeat the task. For example, `weekly`.
Repeat End Date	Enter (map) a date to cease repeating the task.

Get a Task

Retrieves an existing task.

Connection	Establish a connection to your Float account.
Task ID	Select or map the Task ID whose details you want to retrieve.

List Tasks

Retrieves a list of tasks.

Connection	Establish a connection to your Float account.
Limit	Set the maximum number of tasks Make will return during one execution cycle. The default value is 10.

Delete a Task

Deletes an existing task.

Connection	Establish a connection to your Float account.
Task ID	Select or map the Task ID you want to delete.

Time Offs

You can watch, create, update, retrieve, list, and delete the time offs using the following modules.

Watch New Time Offs

Triggers when a new time off is created.

Connection	Establish a connection to your Float account.
Limit	Set the maximum number of time offs Make will return during one execution cycle. The default value is 2.

Create a Time Off

Creates a new time off.

Connection	Establish a connection to your Float account.
Time Off Type ID	Select the time off type ID. For example, `sick leave`.
Start Date	Enter (map) the start date for the time off. See the list of supported date and time formats.
End Date	Enter (map) the end date for the time off. See the list of supported date and time formats.
People IDs	Select or map a list of People IDs assigned to this time off.
Full Day	Select whether the time off is for a full day.
Hours	Number of hours per day for this time off. Not required when a full day.
Start Time	Enter (map) a start time for the time off in 24-hour format.
Time Off Notes	Enter (map) any additional notes about the time off.
Repeat State	Select or map the frequency of repeat time off. For example, `weekly`.
Repeat End	Enter (map) a date to cease the time off.

Update a Time Off

Updates an existing time off.

Connection	Establish a connection to your Float account.
Time Off ID	Select or map the Time Off ID whose details you want to update.
Time Off Type ID	Select or map the time off type ID. For example, `sick leave`.
Start Date	Enter (map) the start date for the time off. See the list of supported date and time formats.
End Date	Enter (map) the end date for the time off. See the list of supported date and time formats.
People IDs	Select or map a list of People IDs assigned to this time off.
Full Day	Select whether the time off is for a full day.
Hours	Number of hours per day for this time off. Not required when a full day.
Start Time	Enter (map) a start time for the time off in 24-hour format.
Time Off Notes	Enter (map) any additional notes about the time off.
Repeat State	Select or map the frequency of repeat time off. For example, `weekly`.
Repeat End	Enter (map) a date to cease the time off.

Get a Time Off

Retrieves an existing time off.

Connection	Establish a connection to your Float account.
Time Off ID	Select or map the Time Off ID whose details you want to retrieve.

List Time Offs

Retrieves a list of time offs.

Connection	Establish a connection to your Float account.
Limit	Set the maximum number of time offs Make will return during one execution cycle. The default value is 10.

Delete a Time Off

Deletes an existing time off.

Connection	Establish a connection to your Float account.
Time Off ID	Select or map the Time Off ID you want to delete.

Other

You can call APIs using the following module.

Make an API Call

Performs an arbitrary authorized API call.

Connection	Establish a connection to your Float account.
URL	Enter a path relative to `https://api.float.com/`. For example, `/v3/people`. Note For the list of available endpoints to the Float API Documentation.
Method	GET to retrieve information for an entry. POST to create a new entry. PUT to update/replace an existing entry. PATCH to make a partial entry update. DELETE to delete an entry.
Headers	Enter the desired request headers. You don't have to add authorization headers; we already did that for you.
Query String	Enter the request query string.
Body	Enter the body content for your API call.

Example of Use - List Clients

The following API call returns all the clients from your Float account:

URL:

v3/clients

Method

GET

Matches of the search can be found in the module's Output under Bundles > Body.

In our example, 5 clients were returned: