Integration
Connect Float and Overloop.ai
When New Allocation fires in Float, your agent runs Add list in Overloop.ai, or List Created in Overloop.ai to Create Client in Float. Describe the whole flow and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want Float and Overloop.ai to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne 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.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)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)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)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)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)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)Example flows
What Float and Overloop.ai can do together
From Float to Overloop.ai
When New Allocation in Float
then Add list in Overloop.ai
When New Client in Float
then Add Prospect to Campaign in Overloop.ai
From Overloop.ai to Float
When List Created in Overloop.ai
then Create Client in Float
When New Exclusion List Item in Overloop.ai
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 Overloop.ai
Triggers and actions 17 triggers · 38 actions
Trigger
New AllocationTriggers when a new allocation is created.
Trigger
New ClientTriggers when a new client is added.
Trigger
New DepartmentTriggers when a new department is added.
Trigger
New Logged TimeTriggers when a new logged time is created.
Trigger
New MilestoneTriggers when a new milestone is created.
Trigger
New PersonTriggers when a new person is added.
Trigger
New PhaseTriggers when a new phase is created.
Trigger
New ProjectTriggers when a new project is created.
Trigger
New Project TaskTriggers when a new project task is created.
Trigger
New Time OffTriggers when a new time off is created.
Trigger
Updated AllocationTriggers when an allocation is modified.
Trigger
Updated Logged TimeTriggers when a logged time is modified.
Trigger
Updated PhaseTriggers when a phase is modified.
Trigger
Updated ProjectTriggers when a project is modified.
Trigger
Updated Project TaskTriggers when a project task is modified.
Action
Create AllocationCreates a new allocation.
Action
Create ClientCreates a new client.
Action
Create DepartmentCreates a new department.
Action
Create Logged TimeCreates a new logged time.
Action
Create MilestoneCreates a new milestone.
Action
Create PersonCreates a new person.
Action
Create PhaseCreates a new phase.
Action
Create ProjectCreates a new project.
Action
Create Project TaskCreates a new project task.
Action
Create Time OffCreates a new time off.
Action
Find AllocationFinds an allocation by ID.
Action
Find Logged TimeFinds a logged time by ID.
Action
Find PersonFinds a person by ID, email, or tag(s).
Action
Find ProjectFinds a project by ID, project_code, or tag(s).
Action
Update AllocationUpdate an existing allocation by ID.
Action
Update Logged TimeUpdate an existing logged time entry by ID.
Action
Update MilestoneUpdate an existing milestone by ID.
Action
Update PersonUpdate an existing person by ID.
Action
Update PhaseUpdate an existing phase by ID.
Action
Update ProjectUpdate an existing project by ID.
Action
Update Project TaskUpdate an existing project task by ID.
Trigger
List CreatedTriggers when a new list is created in Overloop.ai.
Trigger
New Exclusion List ItemTriggers when a new email address or domain is added to your Overloop exclusion list.
Action
Add listCreates a new prospect or organization list in Overloop.
Action
Add Prospect to CampaignAdds a prospect to an Overloop campaign by enrolling them in it, optionally at a specific step or start time. Returns the new enrollment.
Action
Create OrganizationCreates a new organization in Overloop.ai with its name, contact details, address, lists and any custom fields.
Action
Create ProspectCreates a new prospect in Overloop.ai with contact details, lists, owner, organization and any custom fields, and returns the created prospect.
Action
Delete listPermanently deletes a list in Overloop. Prospects that were in the list are kept.
Action
Delete organizationPermanently deletes an organization in Overloop.ai. This cannot be undone.
Action
Delete prospectPermanently deletes a prospect from Overloop.ai, along with all of its history (messages, replies). This cannot be undone.
Action
Enroll ProspectEnrolls a prospect into an Overloop campaign or prospect-based workflow, optionally at a specific step or start time.
Action
Exclude ProspectExcludes a prospect from all future outreach by adding their email address (or their whole domain) to the Overloop exclusion list.
Action
Get organizationReturns a single Overloop organization by its ID, including its standard details, lists and any custom field values.
Action
Get prospectReturns a prospect by ID, including its contact details, engagement status, lists and custom field values. An error occurs if the prospect is not found.
Action
List automationsReturns the automations (outbound campaigns and productivity workflows) in your Overloop account, optionally filtered by type, record type or status.
Action
List usersReturns the users on your Overloop.ai account, with their name, email, role and status, optionally filtered to active or disabled users.
Action
Search ListReturns the Overloop lists whose name contains the text you give, optionally limited to prospect or organization lists.
Action
Search OrganizationReturns the organizations in Overloop.ai that match the name, website, email or other details you specify.
Action
Search ProspectReturns the prospects that match the email, name, job title, location or engagement status you specify.
Action
Update listRenames an existing Overloop list and returns the updated list.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
Reviews
What our customers say
More from Float
Float to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
Float to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Float to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Float to GmailGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Float to Google CalendarGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Float to Google DriveGoogle Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...
More into Overloop.ai
HubSpot to Overloop.aiHubSpot is your all-in-one stop for all of your marketing software needs.
Google Sheets to Overloop.aiGoogle Sheets
Gmail to Overloop.aiGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to Overloop.aiGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Google Drive to Overloop.aiGoogle Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...
Mailchimp to Overloop.aiMailchimp marketing automation and email platform.
Questions
Float and Overloop.ai, 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 Overloop.ai when something happens in Float?
Any of Overloop.ai's 17 actions, including Create Organization, Create Prospect, Update list and Add list. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Overloop.ai to Float?
Yes. When something happens in Overloop.ai, your agent can act in Float too. This page covers both directions: Overloop.ai's triggers and Float's actions are listed here as well.
Do I have to build a connector for Float or Overloop.ai?
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 Overloop.ai 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.