Float + ServeManager Integration

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Popular Float + ServeManager Workflows

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Float + ServeManager Integration

Create ServeManager company from new Float project

If you're using the time tracking app Float to manage your project, you'll want to create a company in ServeManager to keep all your project data in one place.

That way, you can easily see how each of your project is contributing to your overall business goals. This integration will create a company in ServeManager whenever you create a project in Float.
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ServeManager + Float Integration

Create Float project from new ServeManager company

If you're using Float to track time and work hours, it's important to create separate project for each company you're working for.

When you create a company in ServeManager, use this automation to create a project in Float. This will help keep your time tracking organized and easy to access.
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Float + ServeManager Integration
1.
  • Float
    Task is created in Float
  • Float
    Logged time is created in Float
  • Float
    Logged time is updated in Float
  • Float
    Person is created in Float
  • Float
    Project is created in Float
  • Float
    Client is created in Float
  • Float
    Time off is created in Float
  • Float
    Department is created in Float
  • ServeManager
    Job is created in ServeManager
  • ServeManager
    Attempt is logged in ServeManager
  • ServeManager
    Affidavit is created in ServeManager
  • ServeManager
    Company is created in ServeManager
  • ServeManager
    Invoice is issued in ServeManager
2.
  • Float
    Create task in Float
  • Float
    Search task in Float
  • Float
    Update task in Float
  • Float
    Create project in Float
  • Float
    Search project in Float
  • Float
    Create logged time in Float
  • Float
    Update logged time in Float
  • Float
    Search logged time in Float
  • Float
    Create client in Float
  • Float
    Create time off in Float
  • Float
    Create person in Float
  • Float
    Create milestone in Float
  • Float
    Create department in Float
  • ServeManager
    Create job in ServeManager
  • ServeManager
    Create court case in ServeManager
  • ServeManager
    Search court case in ServeManager
  • ServeManager
    Search job in ServeManager
  • ServeManager
    Create company in ServeManager
  • ServeManager
    Search company in ServeManager
  • ServeManager
    Create note in ServeManager
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