Integration

Connect Float to Lob

When something happens in Float, your agent does the next thing in Lob. Describe it in plain language and the automation is built, tested on every branch and kept running.

Float15 triggersFloat21 actionsLob40 actions

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Everything your agent can do with Float and Lob

Triggers and actions 15 triggers · 61 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.
Action
Autocomplete US Address
Suggests complete US street addresses from the first part of one a person has typed, so an address field can autocomplete as they type.
Action
Bulk Verify International Addresses
Checks a batch of non-US addresses at once and returns each one standardized, with whether it is deliverable.
Action
Cancel Check
Cancels a check in Lob so it is not mailed. Only works while the check is still in the pre-print window.
Action
Cancel Letter
Cancels a letter in Lob so it is not mailed. Only works while the letter is still in the pre-print window.
Action
Cancel Postcard
Cancels a postcard in Lob so it is not mailed. Only works while the postcard is still in the pre-print window.
Action
Create Address
Saves an address in your Lob address book so you can reuse it as a sender or recipient on later mailings.
Action
Create Bank Account
Saves a bank account in Lob so you can send checks from it. Returns the new bank account's ID and whether it has been verified yet.
Action
Create Template
Saves a reusable HTML template in Lob that letters, postcards and checks can be built from. Returns the new template's ID and its published version.
Action
Delete Address
Deletes a saved address from Lob. Returns the deleted address's ID.
Action
Delete Bank Account
Deletes a saved bank account from Lob. Returns the deleted bank account's ID.
Action
Delete Template
Deletes an HTML template from Lob. Returns the deleted template's ID.
Action
Get Address
Returns one saved address from Lob by its ID, including the recipient details and any name/value pairs stored on it.
Action
Get Bank Account
Returns one saved bank account from Lob by its ID, including whether it has been verified.
Action
Get Check
Returns one check from Lob by its ID, including its amount, status and delivery tracking events.
Action
Get Letter
Returns one letter from Lob by its ID, including its status, addresses and delivery tracking events.
Action
Get Postcard
Returns one postcard from Lob by its ID, including its status, addresses and delivery tracking events.
Action
Get Template
Returns one HTML template from Lob by its ID, including its published version and version history.
Action
List Addresses
Returns the saved addresses in your Lob address book, newest first, with cursors for paging through more.
Action
List Bank Accounts
Returns the bank accounts saved in your Lob account, newest first, with cursors for paging through more.
Action
List Booklets
Returns the booklets you have created in Lob, newest first, with cursors for paging through more.
Action
List Campaigns
Returns the direct-mail campaigns in your Lob account, newest first, with cursors for paging through more.
Action
List Checks
Returns the checks you have sent through Lob, newest first, with cursors for paging through more.
Action
List Informed Delivery Campaigns
Returns the USPS Informed Delivery campaigns in your Lob account, newest first, with cursors for paging through more.
Action
List Letters
Returns the letters you have sent through Lob, newest first, with cursors for paging through more.
Action
List Postcards
Returns the postcards you have sent through Lob, newest first, with cursors for paging through more.
Action
List QR Code Analytics
Returns the QR code scans recorded on your Lob mailpieces — who scanned, when, and how many times — plus the overall scan total.
Action
List Snap Packs
Returns the snap packs you have sent through Lob, newest first, with cursors for paging through more.
Action
List Templates
Returns the saved HTML templates in your Lob account, newest first, with cursors for paging through more.
Action
List Uploads
Returns the recipient-list uploads in your Lob account, optionally narrowed to one campaign.
Action
Look Up ZIP Code
Looks up a US ZIP code and returns the cities, states and counties it covers, plus the USPS ZIP code type.
Action
Reverse Geocode Lookup
Takes a latitude and longitude and returns the nearest US ZIP codes with their city, state and distance from that point.
Action
Send Check
Prints and mails a physical check drawn on your Lob bank account to the recipient address you name.
Action
Send Letter
Prints and mails a letter to the recipient address you name, from a PDF, an HTML body, or a saved Lob template.
Action
Send Postcard
Prints and mails a postcard to the recipient address you name, using front and back artwork from a URL, HTML, or a saved Lob template.
Action
Update Template
Changes an existing Lob HTML template - its description, or which saved version is the live one. Anything you leave blank is left as it was.
Action
Validate Recipient Identity
Checks whether a person or company name is actually associated with a US address, and returns a confidence level and match score.
Action
Verify Bank Account
Confirms a Lob bank account by submitting the two micro-deposit amounts, so the account can be used to send checks.
Action
Verify International Address
Checks a non-US address, standardizes it, and tells you whether mail sent there is likely to be delivered.
Action
Verify Single Line US Address
Checks a US address given as one single line, standardizes it, and tells you whether mail sent there is deliverable.
Action
Verify US Address
Checks a US address, standardizes it to USPS format, and tells you whether mail sent there is deliverable.

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