Connect Float and Webmecanik Pipeline

Both apps 63Float 36Webmecanik Pipeline 27

• 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 Company

  Triggers when a new company is added in Webmecanik Pipeline.

• Trigger
  New Contact

  Triggers when a new contact is added in Webmecanik Pipeline.

• Trigger
  New Opportunity

  Triggers when a new opportunity is created in Webmecanik Pipeline.

• Trigger
  Updated Company

  Triggers when a company is updated in Webmecanik Pipeline.

• Trigger
  Updated Contact

  Triggers when a contact is created or updated in Webmecanik Pipeline.

• Trigger
  Updated Opportunity

  Triggers when an opportunity is created or updated in Webmecanik Pipeline.

• Action
  Create Activity

  Creates an activity (call, email, appointment, note or custom) on a contact or opportunity in Webmecanik Pipeline.

• Action
  Delete activity

  Deletes an activity from Webmecanik Pipeline.

• Action
  Delete company

  Deletes a company from Webmecanik Pipeline.

• Action
  Delete contact

  Deletes a contact from Webmecanik Pipeline.

• Action
  Delete opportunity

  Deletes an opportunity from Webmecanik Pipeline.

• Action
  Get company

  Returns one company by its slug, including its tags and custom fields.

• Action
  Get contact

  Returns one contact by its slug, including tags, companies, addresses and custom fields.

• Action
  Get opportunity

  Returns one opportunity by its slug, including its pipeline, status, tags and custom fields.

• Action
  List companies

  Returns all companies in your Webmecanik Pipeline account, including their custom fields.

• Action
  List contacts

  Returns the contacts in your Webmecanik Pipeline account, optionally filtered by email, first name, last name or phone number.

• Action
  List opportunities

  Returns the opportunities in your Webmecanik Pipeline account, optionally only those of one pipeline.

• Action
  List pipelines

  Returns all sales pipelines visible to the connected Webmecanik Pipeline user.

• Action
  List statuses

  Returns the statuses (pipeline stages) in Webmecanik Pipeline, optionally limited to one pipeline.

• Action
  List users

  Returns all users in the Webmecanik Pipeline organization, with their name, email and role.

• Action
  Update activity

  Updates an existing activity (call, email, note, appointment) attached to a contact or opportunity.

• Action
  Update company

  Updates an existing company in Webmecanik Pipeline, changing only the fields you fill in.

• Action
  Update contact

  Updates an existing contact in Webmecanik Pipeline, including its custom field values, and returns the updated contact.

• Action
  Update opportunity

  Updates an existing opportunity in Webmecanik Pipeline, changing only the values you supply.

• Action
  Update or Create Company

  Creates a company, or updates the existing one when a duplicate is found.

• Action
  Update or Create Contact

  Creates a contact, or updates the existing contact with the same email address.

• Action
  Update or Create Opportunity

  Updates an existing opportunity when a slug is given, otherwise creates a new opportunity, and returns the resulting record.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.