The Autohive Float integration connects your Float resource management platform with Autohive’s automation platform, enabling:

  • Resource management - Manage team members, departments, roles, and availability for optimal resource allocation
  • Project scheduling - Create and organize projects with clients, budgets, timelines, and team assignments
  • Task allocations - Schedule and manage task allocations across team members and projects
  • Time off management - Schedule and track team member time off, vacations, and leave requests
  • Time tracking - Log and track actual time worked on projects and tasks
  • Client management - Organize and manage client relationships and associations
  • Reporting - Generate utilization reports for people and comprehensive project reports
  • Holiday management - Track public holidays and team-specific non-working days
  • Project phases and milestones - Manage complex project structures with phases and milestone tracking

Install the integration

  1. Log in to Autohive and navigate to Your user profile > Connections or Your workspace -> Manage workspace

  2. Locate the Float Integration card and click Connect

    List of integrations in Autohive

  3. Enter your Float API credentials:

    • API Key: Your Float API key from Account Settings > Integrations
    • Contact Email: Your email address for Float API support

  4. Review and approve permissions. Autohive requests access to:

    Ensure you approve the permissions required in order for the integration to function as expected.

  5. Confirm installation - you’ll be redirected to Autohive with “Connected” status displayed

Use the integration

You can now use the integration with your agents, workflows and scheduled tasks!

  1. Follow our Create your first agent guide on how to create an agent.
  2. In the ‘Agent settings’, scroll down to the ‘Add capabilities’ section and turn on the Float capability. You can choose what individual Float capabilities to turn on and off.
  3. Once the settings have been selected, begin prompting the agent of the workflow you’d like to achieve with Autohive and Float!

Available capabilities

People Management

  • List People: Browse all team members with filtering by active status, department, and modification date
  • Get Person: Retrieve detailed information about a specific team member
  • Create Person: Add new team members with roles, departments, rates, and availability settings
  • Update Person: Modify existing team member information including rates with effective dates
  • Delete Person: Remove team members from Float

Project Management

  • List Projects: Access all projects with filtering by active status, client, project manager, and date ranges
  • Get Project: Retrieve comprehensive project details including budgets, teams, and timelines
  • Create Project: Create new projects with client associations, budgets, team assignments, and color coding
  • Update Project: Modify existing project settings, timelines, and team configurations
  • Delete Project: Remove projects from Float

Task/Allocation Management

  • List Tasks: Browse task allocations with filtering by person, project, and date range
  • Get Task: Retrieve specific task allocation details
  • Create Task: Schedule new task allocations with hours, dates, and repeat settings
  • Update Task: Modify existing task allocations and schedules
  • Delete Task: Remove task allocations from the schedule

Time Off Management

  • List Time Off: Browse all time off entries with filtering by person and type
  • Get Time Off: Retrieve specific time off entry details
  • Create Time Off: Schedule new time off entries for team members
  • Update Time Off: Modify existing time off entries
  • Delete Time Off: Remove time off entries

Logged Time Management

  • List Logged Time: Browse logged time entries with filtering by person, project, and date range
  • Get Logged Time: Retrieve specific logged time entry details
  • Create Logged Time: Log actual time worked on projects and tasks
  • Update Logged Time: Modify existing logged time entries
  • Delete Logged Time: Remove logged time entries

Client Management

  • List Clients: Browse all clients with filtering by active status
  • Get Client: Retrieve specific client details
  • Create Client: Add new client organizations
  • Update Client: Modify existing client information
  • Delete Client: Remove clients from Float

Organizational Structure

  • List Departments: Browse all departments in the organization
  • Get Department: Retrieve specific department details
  • List Roles: Browse all roles available for team members
  • Get Role: Retrieve specific role details

Time Off Types

  • List Time Off Types: Browse available time off categories (vacation, sick leave, etc.)
  • Get Time Off Type: Retrieve specific time off type details

Account Management

  • List Accounts: Browse all accounts in the organization
  • Get Account: Retrieve account details including settings and preferences

Status Management

  • List Statuses: Browse all available task and project statuses
  • Get Status: Retrieve specific status details

Holiday Management

  • List Public Holidays: Browse public holidays with filtering by country and year
  • Get Public Holiday: Retrieve specific public holiday details
  • List Team Holidays: Browse team-specific holidays and non-working days
  • Get Team Holiday: Retrieve specific team holiday details

Project Structure

  • List Project Stages: Browse project stages and workflow steps
  • Get Project Stage: Retrieve specific project stage details
  • List Phases: Browse project phases for complex project structures
  • Get Phase: Retrieve specific phase details
  • List Project Tasks: Browse project task templates
  • Get Project Task: Retrieve specific project task template details
  • Merge Project Tasks: Combine project task templates

Financial Tracking

  • List Project Expenses: Browse project-related expenses
  • Get Project Expense: Retrieve specific expense details
  • List Milestones: Browse project milestones with date filtering
  • Get Milestone: Retrieve specific milestone details

Reports

  • Get People Report: Generate comprehensive people utilization reports with filtering by departments and date ranges
  • Get Projects Report: Generate detailed project reports with allocations, budgets, and client filtering

Key features

Comprehensive Resource Management

  • Full team member management with roles, departments, and availability tracking
  • Cost and bill rate management with effective date support for rate changes
  • Employee type classification (full-time, part-time, contractor)
  • Tags and notes for enhanced organization and searchability

Flexible Task Scheduling

  • Multi-person and multi-project task allocation support
  • Repeating task patterns (weekly, bi-weekly, monthly)
  • Billable and non-billable task tracking
  • Status-based workflow management
  • Date range filtering for targeted data retrieval
  • Modified-since filtering for efficient incremental sync
  • Pagination support with configurable page sizes up to 200 entries
  • Field filtering to optimize response size and performance

Rate Limit Management

  • Automatic handling of Float API rate limits
  • GET requests: 200 per minute, 10 per second burst
  • Non-GET requests: 100 per minute, 4 per second burst
  • Report endpoints: 30 requests per minute

Common use cases

Resource Planning and Allocation

  • View team availability and schedule allocations based on capacity
  • Balance workload across team members using utilization reports
  • Plan future resource needs by tracking project timelines and team assignments
  • Identify scheduling conflicts and over-allocations before they become issues

Time Tracking Automation

  • Log time automatically from external triggers and workflow completions
  • Track actual versus scheduled hours for accurate project forecasting
  • Generate timesheet summaries for payroll and invoicing
  • Monitor billable utilization across teams and projects

Project Management

  • Create projects with budgets, timelines, and team assignments
  • Track project progress through milestones and phases
  • Monitor project expenses and budget consumption
  • Generate project reports for stakeholder communication

Time Off and Leave Management

  • Schedule vacation and leave requests for team members
  • Track time off balances and usage patterns
  • Plan around team absences for better resource allocation
  • Manage approval workflows for time off requests

Team Utilization Analysis

  • Generate utilization reports to identify under or over-utilized team members
  • Compare scheduled versus logged time for productivity insights
  • Analyze department and role-based utilization trends
  • Forecast capacity based on historical utilization data

Client and Budget Tracking

  • Associate projects with clients for organized billing and reporting
  • Track project budgets and monitor consumption
  • Generate client-specific project and time reports
  • Manage multiple clients and their associated projects

API integration details

Authentication and Security

  • API key-based authentication with Float’s REST API v3
  • Secure Bearer token authorization
  • Required User-Agent header for API identification
  • Encrypted data transmission

Data Format Standards

  • All dates use YYYY-MM-DD format
  • JSON request and response payloads
  • Pagination with next/previous page links
  • Consistent error response format

Disconnect the integration

Important: Disconnecting stops data synchronization but preserves existing data in both systems.

  1. Navigate to Your user profile -> Connections or Your workspace -> Manage workspace
  2. Find the Float Integration
  3. Click Disconnect and confirm

Data Impact: Existing data remains unchanged in both systems, but sync stops and Autohive loses Float API access.

Uninstall the app

From Float: Go to your Float Account Settings > Integrations > Revoke the API key being used by Autohive