Actions

Actions are tasks your AI agent can perform through this integration, such as creating, finding, or updating items.

Create Client

Create a new client

Create Logged Time

Create a new logged time entry

Create Person

Create a new person/team member in Float

Create Project

Create a new project in Float

Create Task/Allocation

Create a new task/allocation in Float

Create Time Off

Create a new time off entry

Delete Client

Delete a client

Delete Logged Time

Delete a logged time entry

Delete Person

Delete a person from Float

Delete Project

Delete a project from Float

Delete Task/Allocation

Delete a task/allocation from Float

Delete Time Off

Delete a time off entry

Get Account

Get details of a specific account

Get Client

Get details of a specific client

Get Department

Get details of a specific department

Get Logged Time

Get details of a specific logged time entry

Get Milestone

Get details of a specific milestone

Get People Report

Generate a people report with optional filtering

Get Person

Get details of a specific person by ID

Get Phase

Get details of a specific phase

Get Project

Get details of a specific project by ID

Get Project Expense

Get details of a specific project expense

Get Projects Report

Generate a projects report with optional filtering

Get Project Stage

Get details of a specific project stage

Get Project Task

Get details of a specific project task

Get Public Holiday

Get details of a specific public holiday

Get Role

Get details of a specific role

Get Status

Get details of a specific status

Get Task/Allocation

Get details of a specific task/allocation by ID

Get Team Holiday

Get details of a specific team holiday

Get Time Off

Get details of a specific time off entry

Get Time Off Type

Get details of a specific time off type

List Accounts

List all accounts

List Clients

List all clients with optional filtering

List Departments

List all departments

List Logged Time

List all logged time entries with optional filtering

List Milestones

List all milestones

List People

List all people/team members in Float with optional filtering and pagination

List Phases

List all project phases

List Project Expenses

List all project expenses

List Projects

List all projects with optional filtering and pagination

List Project Stages

List all project stages

List Project Tasks

List all project tasks (default task names)

List Public Holidays

List all public holidays

List Roles

List all roles

List Statuses

List all statuses

List Tasks/Allocations

List all tasks/allocations with optional filtering and pagination

List Team Holidays

List all team holidays

List Time Off

List all time off entries with optional filtering

List Time Off Types

List all time off types

Merge Project Tasks

Merge multiple project tasks into one

Update Client

Update an existing client

Update Logged Time

Update an existing logged time entry

Update Person

Update an existing person's information

Update Project

Update an existing project's information

Update Task/Allocation

Update an existing task/allocation

Update Time Off

Update an existing time off entry