Float + Smartsheet
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.
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.
TriggerPollingZapier checks for new data every 15 min on the Free plan - automatically do this!
Create ProjectCreates a new project.
ActionWriteCreate a new record or update an existing record in your app.
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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 planWorkspace 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 FolderRequired
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.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 Client
Triggers when a new client is added.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew 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 planNew 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 planNew 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 planUpdated 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 planUpdated 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 planNameRequired
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
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
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 appProject ID (priority over project_code and tags)
Project Code (priority over tags)
Tags
ActionThis is an event a Zap performs.SearchFind existing data in your appPerson 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 foundProject ID (priority over project_code and tags)
Project Code
Tags
NameRequired
All PMs Have Edit Rights
Billable
Tentative
Status
Color
Notes
Client ID
Budget Type
Budget Total
Budget Priority
Locked Task List
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
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 appNew 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 planNew 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 planNew 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 planNew 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 planNew 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 planUpdated 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 planUpdated 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 planNameRequired
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
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
Color
Notes
Client ID
Budget Type
Budget Total
Budget Priority
Locked Task List
Default Hourly Rate
Tags
Start Date
End Date
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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Project IDRequired
NameRequired
Project Code
All PMs Have Edit Rights
Billable
Tentative
Status
Color
Notes
Client ID
Budget Type
Budget Total
Budget Priority
Locked Task List
Default Hourly Rate
Tags
Start Date
End Date
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
ActionThis is an event a Zap performs.SearchFind existing data in your appAllocation IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appPerson ID (priority over email and tags)
Email
Tag Names
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 foundAllocation 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
About Float
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