Formstack Documents + Float Integration

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Formstack Documents + Float Integration
1.
  • Formstack Documents
    Merged document is populated in Formstack Documents

    Triggers the automation when a document is filled with data from different sources

    Instant
  • Float
    Task is created in Float

    Triggers the automation when a new task is created

  • Float
    Logged time is created in Float

    Triggers the automation when a log time is created

  • Float
    Logged time is updated in Float

    Triggers the automation when a log time is modified

  • Float
    Person is created in Float

    Triggers the automation when a new person is created

  • Float
    Project is created in Float

    Triggers the automation when a new project is created

  • Float
    Client is created in Float

    Triggers the automation when a new client is created

  • Float
    Time off is created in Float

    Triggers the automation when a time off is created

  • Float
    Department is created in Float

    Triggers the automation when a new department is created

2.
  • Formstack Documents
    Merge a document in Formstack Documents

    Combine multiple documents into a single file

  • Formstack Documents
    Create a data route merge in Formstack Documents

    Creates a new data route merge

  • Formstack Documents
    Delete a document in Formstack Documents

    Deletes a particular document from the system

  • Formstack Documents
    Convert file to PDF in Formstack Documents

    Convert any file format to a pdf document

  • Float
    Create task in Float

    Creates a new task

  • Float
    Search task in Float

    Searches for a task

  • Float
    Update task in Float

    Updates the task with new information or changes

  • Float
    Create project in Float

    Creates a new project

  • Float
    Search project in Float

    Searches for a project

  • Float
    Create logged time in Float

    Logs a new time entry

  • Float
    Update logged time in Float

    Updates the logged time entries

  • Float
    Search logged time in Float

    Searches for logged time

  • Float
    Create client in Float

    Generates a new client profile

  • Float
    Create time off in Float

    Creates a new time off entry

  • Float
    Create person in Float

    Generates a new person

  • Float
    Create milestone in Float

    Creates a milestone to track progress

  • Float
    Create department in Float

    Generates a new department within the organization

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