--- title: "Connect Copper and Float - APIANT.ai" description: "When \"New Activity\" fires in Copper, your agent runs \"Create Client\" in Float, or \"New Allocation\" in Float to \"Create Lead\" in Copper." canonical: "https://apiant.ai/connect/copper-to-float" --- # Connect Copper and Float When **New Activity** fires in [Copper](https://apiant.ai/connections/copper), your agent runs **Create Client** in [Float](https://apiant.ai/connections/float), or **New Allocation** in Float to **Create Lead** in Copper. Describe the whole flow and it is built, tested on every scenario and kept running. Copper **17** triggers Copper **22** actions Float **15** triggers Float **21** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Copper and Float to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What Copper and Float can do together ### From Copper to Float - When **New Activity** in Copper then **Create Client** in Float - When **New Company** in Copper then **Create Project** in Float ### From Float to Copper - When **New Allocation** in Float then **Create Lead** in Copper - When **New Client** in Float then **Create Task** in Copper Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with Copper and Float ## Triggers and actions 32 triggers ยท 43 actions - Trigger **New Activity** Triggers when a new activity is created. - Trigger **New Company** Triggers when a new Company is created in Copper. - Trigger **New Lead** Triggers when a Lead is created in Copper. - Trigger **New Opportunity** Triggers when an Opportunity is created in Copper. - Trigger **New Person** Triggers when a new Person is created in Copper. - Trigger **New Project** Triggers when a new Project is created in Copper. - Trigger **New Task** Triggers when a new Task is created in Copper. - Trigger **Updated Company** Triggers when a Person's Company is changed. - Trigger **Updated Contact Type** Triggers when a Person's Contact Type is changed. - Trigger **Updated Lead** Triggers when a Lead is changed. - Trigger **Updated Lead Status** Triggers when a Lead's status is changed. - Trigger **Updated Opportunity** Triggers when an Opportunity is changed. - Trigger **Updated Opportunity Stage** Triggers when an Opportunity's stage is changed. - Trigger **Updated Opportunity Status** Triggers when an Opportunity's status is changed. - Trigger **Updated Person** Triggers when a Person is changed. - Trigger **Updated Project** Triggers when a Project is changed. - Trigger **Updated Task** Triggers when a Task is changed. - Action **Associate to Project** This Action allows you to relate an existing Project to and existing CRM object; both objects have to exist before you run this Action. This Action expects two ID's for input: the ID of the CRM record you want to relate to and the Project ID you want to relate it with. This Action was designed to be used in multi-step Zaps, where you already have a Project ID and an related record ID (e.g. a Person) from previous steps. - Action **Create Activity** Logs a new Activity on a Person, Company, Opportunity, or Lead. - Action **Create Company** Creates a new Company. - Action **Create Lead** Creates a new Lead. - Action **Create Opportunity** Creates a new Opportunity. - Action **Create Person** Creates a new Person. - Action **Create Project** Creates a new Project. - Action **Create Task** Creates a new Task. - Action **Create/Update Company** Creates or Updates a Company depending on the match criteria. - Action **Create/Update Lead** Creates or Updates a Lead depending on the match criteria. - Action **Create/Update Opportunity** Creates or Updates an Opportunity based off of a match criteria. - Action **Create/Update Person** Creates or Updates a Person depending on the match criteria. - Action **Create/Update Project** Creates or Updates a Project depending on the match criteria. - Action **Search for a Company** Searches for an existing company in Copper. - Action **Search for an Activity** Searches for an existing activity in Copper. - Action **Search for a Opportunity** Searches for an existing opportunity in Copper. - Action **Search for a Person** Searches for an existing person in Copper. - Action **Search for a Project** Searches for an existing project in Copper. - Action **Update Company** Updates a Company depending on the match criteria. - Action **Update Opportunity** Updates an Opportunity based off of a match criteria. - Action **Update Person** Updates a Person depending on the match criteria. - Action **Update Project** Updates a Project depending on the match criteria. - Trigger **New Allocation** Triggers when a new allocation is created. - Trigger **New Client** Triggers when a new client is added. - Trigger **New Department** Triggers when a new department is added. - Trigger **New Logged Time** Triggers when a new logged time is created. - Trigger **New Milestone** Triggers when a new milestone is created. - Trigger **New Person** Triggers when a new person is added. - Trigger **New Phase** Triggers when a new phase is created. - Trigger **New Project** Triggers when a new project is created. - Trigger **New Project Task** Triggers when a new project task is created. - Trigger **New Time Off** Triggers when a new time off is created. - Trigger **Updated Allocation** Triggers when an allocation is modified. - Trigger **Updated Logged Time** Triggers when a logged time is modified. - Trigger **Updated Phase** Triggers when a phase is modified. - Trigger **Updated Project** Triggers when a project is modified. - Trigger **Updated Project Task** Triggers when a project task is modified. - Action **Create Allocation** Creates a new allocation. - Action **Create Client** Creates a new client. - Action **Create Department** Creates a new department. - Action **Create Logged Time** Creates a new logged time. - Action **Create Milestone** Creates a new milestone. - Action **Create Person** Creates a new person. - Action **Create Phase** Creates a new phase. - Action **Create Project** Creates a new project. - Action **Create Project Task** Creates a new project task. - Action **Create Time Off** Creates a new time off. - Action **Find Allocation** Finds an allocation by ID. - Action **Find Logged Time** Finds a logged time by ID. - Action **Find Person** Finds a person by ID, email, or tag(s). - Action **Find Project** Finds a project by ID, project_code, or tag(s). - Action **Update Allocation** Update an existing allocation by ID. - Action **Update Logged Time** Update an existing logged time entry by ID. - Action **Update Milestone** Update an existing milestone by ID. - Action **Update Person** Update an existing person by ID. - Action **Update Phase** Update an existing phase by ID. - Action **Update Project** Update an existing project by ID. - Action **Update Project Task** Update an existing project task by ID. ## Each app on its own - [ **Copper** Copper is a Recommended for Google Workspace CRM that improves productivity and increases visibility across...](https://apiant.ai/connections/copper) - [ **Float** Float is the fast and friendly resource scheduling app. Keep track of who's working on what and when.](https://apiant.ai/connections/float) Reviews ## What our customers say ## More from Copper - [ **Copper to LeadSimple** LeadSimple is the CRM that property management and real estate companies use to scale and grow.](https://apiant.ai/connect/copper-to-leadsimple) - [ **Copper to Nvidia** API platform for deploying GPU-accelerated AI models, including inference microservices and a container...](https://apiant.ai/connect/copper-to-nvidia) - [ **Copper to WattFigure** WattFigure publishes US residential and commercial electricity rates by state together with derived...](https://apiant.ai/connect/copper-to-wattfigure) - [ **Copper to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/copper-to-hubspot) - [ **Copper to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/copper-to-salesforce) - [ **Copper to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/copper-to-google-sheets) ## More into Float - [ **Google Sheets to Float** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-float) - [ **ActiveCampaign to Float** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-float) - [ **Airtable to Float** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-float) - [ **Asana to Float** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-float) - [ **ClickUp to Float** ClickUp is an all-in-one app to plan, track, and manage your work in a beautifully intuitive environment.](https://apiant.ai/connect/clickup-to-float) - [ **Discord to Float** Discord is an all-in-one voice and text chat for gamers.](https://apiant.ai/connect/discord-to-float) Questions ## Copper and Float, answered ### ### What can start an automation from Copper? Any of Copper's 17 triggers in the catalog, including New Activity, New Company, New Lead and New Opportunity. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Float when something happens in Copper? Any of Float's 21 actions, including Create Allocation, Create Client, Create Department and Create Logged Time. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Float to Copper? Yes. When something happens in Float, your agent can act in Copper too. This page covers both directions: Float's triggers and Copper's actions are listed here as well. ### ### Do I have to build a connector for Copper or Float? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use Copper and Float without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.