Schedule calendar bookings from approved document records
When a document record status changes to approved in Smartsheet, automatically set up a new booking in Float for the project kick-off.
4.9/5 on G2·
Google for Startups Accelerator
How Knit builds this workflow
The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.
Smartsheet Explore Smartsheet →
TriggersFires when a new page or doc is created in Smartsheet.
Fires when a new record is added to a database or table in Smartsheet.
Fires when a doc in Smartsheet is published or shared.
Fires when a status field changes on a record in Smartsheet.
Starts a new page in Smartsheet from a saved template.
Creates or updates a record in Smartsheet.
Adds text to the end of an existing doc in Smartsheet.
Moves a page in Smartsheet into a different space.
Float Explore Float →
TriggersFires when a new booking or appointment is made in Float.
Fires when a booking in Float is changed or canceled.
Fires when a new customer books for the first time in Float.
Creates a new booking or appointment in Float.
Cancels or moves a booking in Float.
Creates or updates a customer record in Float.
Adds a booking from Float to a connected calendar.
More Smartsheet + Float workflows
Create meeting prep pages from new appointments
When a customer makes a new booking in Float, automatically generate a structured page or record in Smartsheet to store discussion notes.
See details
Update document records when bookings change
When a booking is rescheduled or canceled in Float, automatically update the status of the corresponding page or record in Smartsheet.
See details
See all Smartsheet + Float integrations → · Browse the full workflow library →
Common questions
Can Knit build “Schedule calendar bookings from approved document records” between Smartsheet and Float?
Yes — describe it in the box above and Knit's Integrations Agent researches Smartsheet and Float's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.
How long does it take to build?
Minutes to a first working version, not weeks — you test it against real data before it goes anywhere near production.
Can appointment bookings create meeting records in documents?
Yes, when a customer books a time in Float, a new record or page can automatically be added in Smartsheet using your standard meeting template.
How do doc status changes update booking calendars?
Changing a record status or publishing a doc in Smartsheet can automatically create or update a booking in Float.