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Set up your first integration
Quickly connect Float to Smartsheet with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Float with Smartsheet - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Client" from Float.
Add your action
An action happens after the trigger—such as "Create Workspace" in Smartsheet.
You’re connected!
Zapier seamlessly connects Float and Smartsheet, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- New Client
Triggers when a new client is added.
Try ItTriggerPolling - Person ID
- Project ID
Try ItTriggerPolling- New Person
Triggers when a new person is added.
Try ItTriggerPolling - New Project
Triggers when a new project is created.
Try ItTriggerPolling
- New Department
Triggers when a new department is added.
Try ItTriggerPolling - New Milestone
Triggers when a new milestone is created.
Try ItTriggerPolling - New Phase
Triggers when a new phase is created.
Try ItTriggerPolling - New Project Task
Triggers when a new project task is created.
Try ItTriggerPolling
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Connect Float and Smartsheet to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
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Learn how to automate Smartsheet on the Zapier blog
Frequently Asked Questions about Float + Smartsheet integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Float and Smartsheet
How does the Float and Smartsheet integration work?
The integration allows you to automate workflows between Float and Smartsheet. You can set up triggers in Smartsheet, such as when a new row is added, to take actions in Float like creating a new task. Similarly, actions in Float can trigger updates in Smartsheet, keeping your data synchronized.
What triggers are available for the integration?
Our integration with Smartsheet supports various triggers such as when a new row is added or updated, when a specific cell is modified, or when a comment is added to a sheet. These triggers can initiate actions within Float like updating project timelines or assigning tasks.
Can I update existing tasks in Float using information from Smartsheet?
Yes, you can set triggers within Smartsheet that allow updates of existing tasks in Float based on changes in your spreadsheets. For instance, modifying task details in a Smartsheet row can automatically update the corresponding task fields in Float.
Are there any actions I can perform directly from Float to make changes in Smartsheet?
Absolutely, actions performed in Float can trigger changes within your Smartsheets. For example, creating or completing a project in Float might automatically log these updates into specific sheets or rows you've designated.
Is it possible to receive notifications for updates through this integration?
Yes, you can set up conditions within our system where specific events either from Float or Smartsheet trigger email notifications or alerts about changes being made.
Do I need any special permissions to set up the integration?
You will need administrative access to both the Float and Smartsheet accounts you're looking to integrate. This ensures that all necessary permissions are granted for data synchronization and automation between the two platforms.
Can I customize which data fields are shared between Float and Smartsheet?
Certainly! Our platform allows you to specify which fields should be mapped between the two applications. Whether it's project names, due dates, or team assignments, you control what data syncs across systems.
