Integration

Connect Float to OnePageCRM

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

Float15 triggersFloat21 actionsOnePageCRM9 triggersOnePageCRM11 actions

Browse all apps

Build it

What do you want Float and OnePageCRM to do together?

Describe it and your agent reads both APIs, builds the automation, tests every branch and ships it. The list below is what exists today, not the limit.

Ask the assistant

You'll sign in before anything runs. What you typed comes with you.

Or work from Claude Code

Install the APIANT plugin for Claude Code and build, edit, test and read run history from your terminal. Every plan gets this, including free, and it spends no assistant credits.

Connect Claude Code

Everything your agent can do with Float and OnePageCRM

Triggers and actions 24 triggers · 32 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
Closed Sales Cycle
Triggered when a sales cycle is closed — a deal is marked won or lost.
Trigger
Completed Next Action
Triggered when a next action is marked done in OnePageCRM.
Trigger
New Call
Triggered when a phone call is logged in OnePageCRM.
Trigger
New Contact
Triggered when a new contact is created in OnePageCRM.
Trigger
New Deal
Triggered when a new deal is created in OnePageCRM.
Trigger
New Next Action
Triggered when a new next action is created in OnePageCRM.
Trigger
New Note
Triggered when a new note is added to a contact in OnePageCRM.
Trigger
Updated Contact
Triggered when a contact is created or changed in OnePageCRM.
Trigger
Updated Deal
Triggered when a deal is created or changed in OnePageCRM.
Action
Close Sales Cycle
Closes a deal in OnePageCRM by marking the sales cycle won or lost, with an optional close date and note.
Action
Create Call
Logs a phone call against a contact in OnePageCRM, with notes, the number dialed, the outcome and an optional recording link.
Action
Create Contact
Creates a contact in OnePageCRM, including your account's own custom fields.
Action
Create Deal
Creates a deal against a contact in OnePageCRM, with an amount, expected close date and notes.
Action
Create Next Action
Adds a next action (a to-do) against a contact in OnePageCRM, with an optional due date and assignee.
Action
Create Note
Adds a note to a contact's timeline in OnePageCRM.
Action
Find Contact
Finds a contact in OnePageCRM by email address, or by searching names and companies, and returns the first match plus every match.
Action
Find Deal
Finds a deal in OnePageCRM by contact, status or name, and returns the first match plus every match.
Action
Find User
Finds a user in your OnePageCRM account by email address or name, and returns the first match plus every match.
Action
Update Contact
Updates a contact in OnePageCRM, including your account's own custom fields. Anything you leave blank keeps its current value.
Action
Update Deal
Updates a deal in OnePageCRM. Anything you leave blank keeps its current value.

Each app on its own

The other way round: OnePageCRM to Float