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Float + Smartsheet
Float + Smartsheet
Float + Smartsheet integrations
Create projects in Float for new rows in Smartsheet
Effortlessly manage your projects by streamlining the process between Smartsheet and Float. When a new row is added in Smartsheet, this workflow creates a corresponding project in Float, allowing you to seamlessly organize and delegate tasks. Keep your team on track and optimize your project management with this easy-to-use automation.
- When this happens...
New RowTriggers when a new row is added.TriggerPolling - automatically do this!
Create ProjectCreates a new project.ActionWrite
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More things you can do with Smartsheet and Float
Discover other triggers and actions you can use with Smartsheet and Float
Get Reports[PRIVATE] Generates report list for dropdown.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Workspace NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Choose a SheetRequired
- RowRequired
- TitleRequired
- CommentRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Source Workspace
- Source FolderRequired
- Destination Workspace
- Destination FolderRequired
- New Folder NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- WorkspaceRequired
- New NameRequired
- What to Include?
- Skip Remap
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Choose Source SheetRequired
- Choose a Destination SheetRequired
- Choose RowRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- DestinationRequired
- TemplateRequired
- Copy Cells?Required
- Copy Attachments?Required
- Copy Discussions?Required
- Sheet NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Choose a SheetRequired
- Email Address(es)Required
- Choose RowRequired
- Email Subject
- Message
- CC Me?
- Include Attachments ?
- Include Discussions ?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Choose a SheetRequired
- Email Address(es) to Share ToRequired
- Access LevelRequired
- Notify via Email?Required
- Email Subject
- Message
- CC Me?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Api_docs_info
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Sheet IDRequired
- Row IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
New ClientTriggers when a new client is added.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- New Person
Triggers when a new person is added.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New Project
Triggers when a new project is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New Allocation
Triggers when a new allocation is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Updated Project
Triggers when a project is modified.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Updated Allocation
Triggers when an allocation is modified.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
- Project IDRequired
- DateRequired
- End Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Project IDRequired
- NameRequired
- Start DateRequired
- End DateRequired
- Color
- Notes
- Budget Total
- Default Hourly Rate
- Billable
- Status
- Active State
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Project IDRequired
- NameRequired
- Billable
- Budget
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- People IDsRequired
- Time Off Type IDRequired
- Start DateRequired
- End DateRequired
- Hours
- Full Day
- Additional notes about the time off
- Status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Milestone IDRequired
- NameRequired
- Project IDRequired
- DateRequired
- End Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Project IDRequired
- NameRequired
- Start DateRequired
- End DateRequired
- Color
- Notes
- Budget Total
- Default Hourly Rate
- Billable
- Status
- Active State
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Project Task IDRequired
- Project IDRequired
- NameRequired
- Billable
- Budget
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Person IDRequired
- Project IDRequired
- Logged Time IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Phase ID (priority over Project ID)
- Project ID
- Active
- Include Phase Tasks
- Include Phase Team
ActionThis is an event a Zap performs.SearchFind existing data in your app- Active
- Client
- Currency Code
- Include Roles
- Include Project Count
ActionThis is an event a Zap performs.SearchFind existing data in your app- Person IDRequired
- Project IDRequired
- Logged Time IDRequired
- DateRequired
- HoursRequired
- Allocation ID
- Task Name
- Notes
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Phase ID (priority over Project ID)
- Project IDRequired
- Active State
- Include Phase Tasks
- Include Phase Team
- NameRequired
- Start DateRequired
- End DateRequired
- Color
- Notes
- Budget Total
- Default Hourly Rate
- Billable
- Status
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Allocation IDRequired
- Project IDRequired
- People IDsRequired
- Status
- HoursRequired
- Start DateRequired
- End DateRequired
- Name
- Notes
- Repeat State
- Repeat End Date
- Start Time
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
- Updated Row
Triggers when cells in a row are updated or created (based on your settings).
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - SheetRequired
- RowRequired
- File AttachmentRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Choose a SheetRequired
- Add Row to Top or Bottom
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Choose Source SheetRequired
- Choose a Destination SheetRequired
- Choose RowRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- SheetRequired
- ColumnRequired
- Parent Row
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- DestinationRequired
- Sheet to CopyRequired
- Copy Cells?Required
- Copy Attachments?Required
- Copy Discussions?Required
- Sheet NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Choose a SheetRequired
- Row IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Choose a SheetRequired
- Email Address(es)Required
- FormatRequired
- Email Subject
- Message
- CC Me?
- Paper Size
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Choose a WorkspaceRequired
- Email Address(es) to Share ToRequired
- Access LevelRequired
- Notify via Email?Required
- Email Subject
- Message
- CC Me?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Find sheet Row (Legacy)
Find a row in a specified sheet using a query.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Sheet IDRequired
- QueryRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- New Department
Triggers when a new department is added.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New Milestone
Triggers when a new milestone is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New Phase
Triggers when a new phase is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New Project Task
Triggers when a new project task is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New Time Off
Triggers when a new time off is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Updated Phase
Triggers when a phase is modified.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Updated Project Task
Triggers when a project task is modified.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- DateRequired
- HoursRequired
- Person IDRequired
- Project IDRequired
- Allocation ID
- Task Name
- Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
- People Type
- Email
- Role Name
- Department ID
- Notes
- Employee Type
- Default Hourly Rate
- Tag Names
- Start Date
- End Date
- Active State
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
- Project Code
- All PMs Have Edit Rights
- Billable
- Tentative
- Status
- Stage
- Color
- Notes
- Client ID
- Project Owner
- Locked Task List
- Budget Type
- Budget Total
- Budget Priority
- Same rate for everyone
- Rate Card
- Currency Code
- FX Rate
- Tags
- Start Date
- End Date
- Active State
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Project IDRequired
- People IDsRequired
- Status
- HoursRequired
- Start DateRequired
- End DateRequired
- Name
- Notes
- Repeat State
- Repeat End Date
- Start Time
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Project IDRequired
- Logged Time IDRequired
- Date
- HoursRequired
- Person ID
- Task Name
- Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Person IDRequired
- NameRequired
- People Type
- Email
- Role Name
- Department ID
- Notes
- Employee Type
- Default Hourly Rate
- Tag Names
- Start Date
- End Date
- Active State
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Project IDRequired
- Name
- Project Code
- All PMs Have Edit Rights
- Billable
- Tentative
- Status
- Stage
- Color
- Notes
- Client ID
- Project Owner
- Locked Task List
- Budget Type
- Budget Total
- Budget Priority
- Same rate for everyone
- Rate Card
- Currency Code
- FX Rate
- Tags
- Start Date
- End Date
- Active State
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Allocation IDRequired
- Project ID
- People IDs
- Status
- HoursRequired
- Start Date
- End Date
- Name
- Notes
- Repeat State
- Repeat End Date
- Start Time
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Person ID (priority over email and tags)
- Email (priority over tags)
- Tag Names
- Active
ActionThis is an event a Zap performs.SearchFind existing data in your app- Project ID (priority over project_code and tags)
- Project Code (priority over tags)
- Tags
- Active
- Include Phases
- Include Expenses
- Include Project Tasks
- Include Project Team
ActionThis is an event a Zap performs.SearchFind existing data in your app- Allocation IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Person ID (priority over email and tags)
- Email
- Tag Names
- Active State
- NameRequired
- People Type
- Role Name
- Department ID
- Notes
- Employee Type
- Default Hourly Rate
- Start Date
- End Date
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Project ID (priority over project_code and tags)
- Project Code
- Tags
- Active State
- Include Phases
- Include Expenses
- Include Project Tasks
- Include Project Team
- NameRequired
- All PMs Have Edit Rights
- Billable
- Tentative
- Status
- Stage
- Color
- Notes
- Client ID
- Project Owner
- Locked Task List
- Budget Type
- Budget Total
- Budget Priority
- Same rate for everyone
- Rate Card
- Currency Code
- FX Rate
- Start Date
- End Date
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
Float is the fast and friendly resource scheduling app. Keep track of who's working on what and when.
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