Integration
Connect Process Street to Float
When something happens in Process Street, your agent does the next thing in Float. Describe it in plain language and the automation is built, tested on every branch and kept running.
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What do you want Process Street and Float 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.
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Connect Claude CodeEverything your agent can do with Process Street and Float
Triggers and actions 19 triggers ยท 29 actions
Trigger
New Comment AttachmentTriggers when someone attaches a file to a comment in a workflow run.
Trigger
New Task CheckedTriggers when a task is checked off in a workflow.
Trigger
New Workflow RunTriggers when a workflow is run.
Trigger
Task ReadyTriggers when a task is ready to be worked on.
Action
Create Data Set RecordAdds a new record to a data set.
Action
Delete Data Set RecordDeletes an existing record in a data set.
Action
Find Data Set RecordsSearch for data set records by form fields.
Action
Find Workflow RunSearch for a workflow run by ID, name, form fields, and other attributes.
Action
Run WorkflowRuns a workflow.
Action
Update Data Set RecordUpdates an existing record in a data set.
Action
Update TaskUpdate a task in a workflow run.
Action
Update Workflow RunUpdate an existing workflow run.
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.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.