--- title: "Connect Float and Lead Forensics - APIANT.ai" description: "When \"New Allocation\" fires in Float, your agent runs \"Find businesses by assigned user\" in Lead Forensics." canonical: "https://apiant.ai/connect/float-to-lead-forensics" --- # Connect Float and Lead Forensics When **New Allocation** fires in [Float](https://apiant.ai/connections/float), your agent runs **Find businesses by assigned user** in [Lead Forensics](https://apiant.ai/connections/lead-forensics), or **New Visit** in Lead Forensics to **Create Client** in Float. Describe the whole flow and it is built, tested on every scenario and kept running. Float **15** triggers Float **21** actions Lead Forensics **2** triggers Lead Forensics **9** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Float and Lead Forensics 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 Float and Lead Forensics can do together ### From Float to Lead Forensics - When **New Allocation** in Float then **Find businesses by assigned user** in Lead Forensics - When **New Client** in Float then **Find pages by visit** in Lead Forensics ### From Lead Forensics to Float - When **New Visit** in Lead Forensics then **Create Client** in Float - When **New Visit Filtered** in Lead Forensics then **Create Project** in Float 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 Float and Lead Forensics ## Triggers and actions 17 triggers · 30 actions - 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. - Trigger **New Visit** Triggers when a new visit to your website by an identified business is recorded in Lead Forensics. - Trigger **New Visit Filtered** Triggers when a new website visit matches one of your Lead Forensics trigger reports. - Action **Find businesses by assigned user** Returns the businesses assigned to a chosen Lead Forensics user that visited your website within a date range. - Action **Find businesses by category** Returns the businesses in a chosen Lead Forensics category that visited your website within a date range. - Action **Find pages by visit** Returns the pages viewed during a Lead Forensics visit, with the time, address, title and referring site of each page view. - Action **Find visits by business** Returns the website visits made by a given business, optionally limited to a date range. - Action **Find visits by conversion** Returns the website visits that reached the chosen conversion, optionally limited to a date range. - Action **Get business** Returns a business identified by Lead Forensics, including its address, phone, website, industry and size. - Action **Get visit** Returns a single website visit by its id, including the visiting business, start and end times, page count, keywords and referrer. - Action **List businesses** Returns every business that visited your website within the date range you choose. - Action **List visits** Returns the visits businesses made to your website, optionally limited to a date range. ## Each app on its own - [ **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) - [ **Lead Forensics** Lead Forensics is software for turbo-charged lead generation.](https://apiant.ai/connections/lead-forensics) Reviews ## What our customers say ## More from Float - [ **Float to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/float-to-hubspot) - [ **Float to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/float-to-salesforce) - [ **Float to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/float-to-slack) - [ **Float to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/float-to-gmail) - [ **Float to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/float-to-google-calendar) - [ **Float to Google Drive** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/float-to-google-drive) ## More into Lead Forensics - [ **HubSpot to Lead Forensics** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-lead-forensics) - [ **Google Sheets to Lead Forensics** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-lead-forensics) - [ **Gmail to Lead Forensics** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-lead-forensics) - [ **Google Calendar to Lead Forensics** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-lead-forensics) - [ **Google Drive to Lead Forensics** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-lead-forensics) - [ **ActiveCampaign to Lead Forensics** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-lead-forensics) Questions ## Float and Lead Forensics, answered ### ### What can start an automation from Float? Any of Float's 15 triggers in the catalog, including New Allocation, New Client, New Department and New Logged Time. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Lead Forensics when something happens in Float? Any of Lead Forensics's 9 actions, including Find businesses by assigned user, Find businesses by category, Find pages by visit and Find visits by business. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Lead Forensics to Float? Yes. When something happens in Lead Forensics, your agent can act in Float too. This page covers both directions: Lead Forensics's triggers and Float's actions are listed here as well. ### ### Do I have to build a connector for Float or Lead Forensics? 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 Float and Lead Forensics 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.