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Automate tasks across Float with PDF.co

Action
Action

Businesses automate real work through MindCloud every day.

Automate your first task

Use MindCloud Cirra to make Float and PDF.co talk.
Here are some common ways to automate work between them.

Send a PDF.co notification when Float receives a high-priority item.Try now
Create a PDF.co follow-up from new qualified activity in Float.Try now
Copy new customer details from Float into PDF.co.Try now
Update the matching PDF.co item when a Float status changes.Try now
Start a review in PDF.co when Float flags an exception.Try now
Summarize new Float activity and save it in PDF.co.Try now

How MindCloud automates work

MindCloud uses Cirra to give your workplace superpowers.
Use her to powerhouse through your Float and PDF.co work.

Connect your Float and PDF.co. The first step is to give Cirra access to your applications.

Teach Cirra to work between them. Simply explain what you want done between them and how you use them.

Automate that work. All your apps will talk to each other and work together. No technical knowledge needed.

Every action you need

Access 61 actions between Float and PDF.co.
Can’t find an action you need? Let us know.

Create ClientCreateCreates a new client in Float.List ClientsReadRetrieves clients from Float.Create MilestoneCreateCreates a new milestone in Float.List MilestonesReadRetrieves milestones from Float.Get People ReportReadRetrieves a people report from Float.Create PersonCreateCreates a new person in Float.Get PersonReadRetrieves person details from Float.List PeopleReadRetrieves people from Float.Create PhaseCreateCreates a new phase in Float.List PhasesReadRetrieves phases from Float.Create ProjectCreateCreates a new project in Float.Get ProjectReadRetrieves project details from Float.List ProjectsReadRetrieves projects from Float.Update ProjectUpdateUpdates an existing project in Float.Get Projects ReportReadRetrieves a projects report from Float.

Frequently Asked Questions

New to MindCloud? We've got you. Here are some answers to common questions about how MindCloud works with Float and PDF.co.

Apps are the systems your business runs on, like Float and PDF.co. Actions are the things MindCloud can do in those systems, such as finding a record, sending a message, or updating data.

A workflow connects apps and actions in the order your process needs. That's it.

Related integrations

Explore other ways to connect Float with the apps your team already uses, or browse every Float and PDF.co integrations.

Google SheetsGoogle Sheets connects app workflows across your app stack.GmailGmail connects app workflows across your app stack.SlackSlack connects app workflows across your app stack.Google CalendarGoogle Calendar connects app workflows across your app stack.Google DriveGoogle Drive connects app workflows across your app stack.NotionNotion connects app workflows across your app stack.HubSpotHubSpot connects app workflows across your app stack.Google FormsGoogle Forms connects app workflows across your app stack.MailchimpMailchimp connects app workflows across your app stack.

Connect all of your apps, not just some of them.

You can’t automate business processes end-to-end if you can only connect to half of them.

Request an invite iconRequest an inviteJoin the early access list for the app network built to cover the workflows your business actually runs.Talk to an expert iconTalk to an expertWork with a MindCloud specialist to map the systems, actions, and automations your team needs next.Get updates iconGet updatesFollow new app coverage, product launches, and practical integration notes from the MindCloud team.