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Integrate Float with your AI CRM

Float is a resource management and project planning platform for scheduling teams, managing project capacity, tracking time, and reporting on utilization.

Explore Triggers and Actions

Create Allocation

Schedule work on a Float project for one or more people, or leave it unassigned, with optional phase, status, notes, and recurrence. Supplying a project-task name may create that project-task definition when none matches.

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Create Project

Create a Float project with core scheduling and classification fields. This tool intentionally excludes rates, currencies, budgets, and project-team replacement operations.

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Get People Capacity Report

Return person-level capacity, scheduled, unscheduled, time-off, billable, and non-billable totals for a required date range.

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Get Project

Retrieve one Float project by ID, optionally including its phases, project tasks, team, expenses, or currency details.

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Get Project Utilization Report

Return project-level scheduled, logged, billable, non-billable, budget, and utilization totals for a required date range, optionally for one project.

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List Allocations

Find scheduled allocations in Float by project, person, client, phase, project task, date range, billing state, status, or recurrence.

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List People

Find active people on the Float schedule by default, or filter for archived or all people, employee type, department, tags, and related account details.

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List Projects

Find Float projects by code, client, lifecycle state, billing state, status, or tags, optionally including planning details such as phases, tasks, team, and currency.

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Update Allocation

Reschedule or revise selected fields of a Float allocation. Sends only fields explicitly supplied by the caller and preserves Float task IDs in the result. Supplying a project-task name may create that project-task definition when none matches.

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Update Project

Update selected core identity, schedule, lifecycle, and tag fields on a Float project. This tool does not expose financial configuration or project-team replacement and removal operations.

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How the Float integration works

The Float integration connects your Dench AI CRM directly to Float, so agents can read and act on your Float data as part of everyday work — answering questions in chat, keeping your CRM in sync, and running automations without anyone copying data between tools.

10 actions are available for agents to invoke on your behalf. Every call runs through Float's own authorization, scoped to the account you connect.

Set up Float in Dench

  1. 1

    Sign in to your Dench workspace and open Integrations.

  2. 2

    Find Float and click Connect — you'll authorize access through Float's own sign-in flow. No API keys or code required.

  3. 3

    Ask an agent to use Float in chat, or call it from an automation.

  4. 4

    Manage or disconnect the connection any time from workspace settings.

Frequently asked questions

How does the Float integration work with Dench?

The Dench Float integration connects your AI CRM to Float, so AI agents can work with your Float data as part of chats, automations, and CRM workflows. You connect your account once, and every agent in your workspace can use it — governed by your workspace permissions.

What actions can AI agents perform with Float via Dench?

The Float integration currently exposes 10 actions, including Create Allocation, Create Project, Get People Capacity Report, Get Project, Get Project Utilization Report, and List Allocations. Agents invoke them on your behalf from chat or from automations.

Do I need to write code to connect Float to Dench?

No. You connect Float from your Dench workspace using Float's own sign-in and authorization flow — no API keys to copy, no glue code to maintain.

Is the Float integration secure?

Connections are authorized through Float's own authentication flow, and Dench stores only the authorization needed to act on your behalf. You can review and disconnect the Float connection from your workspace settings at any time.

Float | Dench AI CRM