Float + Asana
Connect Float and Asana to Keep Resource Planning and Project Execution in Sync
Stop updating two systems by hand. tray.ai moves project and scheduling data between Float and Asana automatically.
Why integrate Float and Asana?
Float is the resource management platform teams use to schedule work and track capacity. Asana is where tasks, timelines, and deliverables actually get managed. Together they cover the full span of project delivery — from planning who does what and when, to executing and tracking the work itself. Without an integration, you're stuck manually mirroring data across both tools, which means scheduling conflicts, capacity blind spots, and projects that drift out of step with reality.
Automate & integrate Float & Asana
Use case
Auto-Create Float Allocations When Asana Projects Are Launched
When a new project is created in Asana and assigned to team members, tray.ai automatically generates corresponding resource allocations in Float. Capacity is reserved in Float the moment work is committed to in Asana, so double-booking stops before it starts and resource managers have immediate visibility into new demand. No more manually transcribing start dates, end dates, and assignees from one tool to the other.
Use case
Sync Asana Project Deadlines to Float Schedule Blocks
When due dates on Asana projects or milestones change, tray.ai automatically adjusts the corresponding allocation end dates in Float. Resource managers don't have to monitor Asana for every deadline change — Float stays accurate on its own. Teams always see an up-to-date picture of how long projects will run.
Use case
Create Asana Tasks When Float Projects Are Added or Updated
When a new project or phase is added in Float, tray.ai can create the corresponding projects or task sections in Asana, pre-populated with the right assignees, start dates, and due dates. This is especially useful for agencies and consultancies that plan resourcing in Float before standing up the full project structure in Asana. The integration closes the gap between resource planning and task execution.
Use case
Notify Teams in Real Time When Assignments Change in Either System
When a resource is reassigned in Float or a task owner changes in Asana, tray.ai can trigger notifications to relevant stakeholders via Slack, email, or directly within Asana as task comments. Everyone stays informed without having to check both tools. Silent reassignments stop causing confusion.
Use case
Track Capacity Utilization Against Asana Task Completion
By combining Float's allocation data with Asana's task completion status, tray.ai can surface whether actual project progress lines up with scheduled resource investment. When Asana tasks close ahead of or behind schedule, tray.ai can update Float allocations accordingly, keeping capacity forecasts grounded in real delivery pace. This gives operations leaders a concrete basis for staffing decisions instead of gut feel.
Use case
Automatically Archive Float Allocations When Asana Projects Are Completed
When an Asana project is marked complete or moved to a completed section, tray.ai automatically closes or archives the related allocation blocks in Float. Stale allocations stop inflating utilization data, and capacity freed up by finished projects is immediately visible for future scheduling.
Use case
Onboard New Team Members Across Float and Asana Simultaneously
When a new employee or contractor is added to your workforce management system, tray.ai creates their user profile in both Float and Asana at the same time, applying the right team memberships, project access, and role settings in each tool. This eliminates the common onboarding gap where someone gets set up in one system but forgotten in the other.
Get started with Float & Asana integration today
Float & Asana Challenges
What challenges are there when working with Float & Asana and how will using Tray.ai help?
Challenge
Mapping Users Consistently Between Float and Asana
Float and Asana each maintain their own user records with no shared identifier between them. Reliably matching a Float team member to their Asana counterpart gets tricky in organizations with contractors, shared emails, or inconsistent naming conventions.
How Tray.ai Can Help:
tray.ai lets you build a lookup step that matches Float people to Asana users by email, name, or a custom reference field stored in either system. You can also maintain a mapping table in a tray.ai data store that works as a persistent cross-reference, so user matching stays accurate even when display names differ between platforms.
Challenge
Handling Partial Allocations and Multi-Phase Projects
Projects in Float are often split into phases or partial allocations across multiple team members, while Asana organizes work as tasks, sections, and milestones. There's no clean one-to-one structural match between Float allocations and Asana tasks, which makes automated syncing prone to incomplete or duplicated records.
How Tray.ai Can Help:
tray.ai's workflow logic lets you define custom mapping rules that translate Float phases into Asana sections, or Float allocation segments into individual Asana task groups. Conditional branches let you handle multi-phase projects with different logic per phase, so the right structure gets created in Asana regardless of how the Float allocation model is set up.
Challenge
Avoiding Duplicate Projects and Allocations from Bidirectional Syncing
When changes can originate in either Float or Asana, a naive bidirectional sync can trigger circular updates — a change in Float updates Asana, which fires a webhook back to Float, creating an infinite loop or duplicate records. This is one of the most common failure modes in two-way integrations, and it's painful to untangle.
How Tray.ai Can Help:
tray.ai lets you implement idempotency checks and loop-prevention logic at every step. By storing the source of the last update in a tray.ai data store and checking it before processing each event, you can make sure automated sync updates don't get re-processed. Custom deduplication logic prevents duplicate projects or allocations from appearing during high-frequency sync windows.
Challenge
Keeping Custom Fields in Sync Across Both Platforms
Many teams extend both Float and Asana with custom fields — client names, billing codes, project types, priority flags — that matter for reporting and workflow routing. These fields are platform-specific with no automatic correspondence, so important metadata gets lost when records are created or updated via automation.
How Tray.ai Can Help:
tray.ai's data transformation capabilities let you map custom fields from Float to their Asana equivalents explicitly, using field name lookups and value translation tables where needed. When custom field schemas change in either system, you update the mapping logic centrally in tray.ai without rebuilding the entire workflow.
Challenge
Managing API Rate Limits During Bulk Sync Operations
Organizations with large teams or high project volumes can trigger bulk sync operations — a quarterly resource planning cycle, for example — that fire a high volume of API calls to both Float and Asana in a short window. Both APIs have rate limits, and hitting them mid-sync means partial updates and inconsistent data across both platforms.
How Tray.ai Can Help:
tray.ai handles API rate limiting through built-in retry logic, configurable request throttling, and error handling that catches rate-limit responses and queues retries with appropriate backoff intervals. For large bulk operations, tray.ai batches requests and spreads them across time windows to stay within API limits, so even large-scale syncs complete without corrupting data in either system.
Start using our pre-built Float & Asana templates today
Start from scratch or use one of our pre-built Float & Asana templates to quickly solve your most common use cases.
Float & Asana Templates
Find pre-built Float & Asana solutions for common use cases
Template
New Asana Project → Create Float Allocation
Automatically creates a resource allocation in Float whenever a new project is created in Asana, mapping project owner, team members, start date, and due date to the corresponding Float fields.
Steps:
- Trigger: New project created in Asana
- Extract project name, assignees, start date, and due date from Asana payload
- Look up matching team members in Float by name or email
- Create allocation blocks in Float for each assignee with mapped dates and project reference
Connectors Used: Asana, Float
Template
Asana Deadline Change → Update Float Allocation End Date
Monitors Asana for due date changes on projects or milestones and automatically updates the corresponding Float allocation end dates to match the new timeline.
Steps:
- Trigger: Due date updated on an Asana project or task
- Identify the affected project and retrieve its Float allocation ID via a lookup
- Update the allocation end date in Float to match the new Asana due date
- Send a confirmation notification to the resource manager via Slack or email
Connectors Used: Asana, Float
Template
Float Project Added → Create Asana Project with Tasks
When a new project is added in Float, this template automatically creates a corresponding project in Asana, generates default task sections, and assigns team members based on the Float allocation data.
Steps:
- Trigger: New project created in Float
- Map Float project name, client, start date, and end date to Asana project fields
- Create the Asana project and populate default task sections or milestones
- Assign Asana team members to match the resource allocations defined in Float
Connectors Used: Float, Asana
Template
Asana Project Completed → Archive Float Allocation
Automatically archives or closes the matching Float allocation when an Asana project is marked complete, keeping resource utilization data accurate and freeing up visible capacity.
Steps:
- Trigger: Asana project status changed to 'Complete'
- Retrieve the corresponding Float project or allocation using the Asana project name or custom field reference
- Archive or mark the Float allocation as complete
- Log the closure event and notify the resource manager
Connectors Used: Asana, Float
Template
Float Reassignment → Update Asana Task Assignee and Notify
When a resource is reassigned on a Float allocation, this template updates the corresponding task assignee in Asana and sends a notification to both the outgoing and incoming assignees.
Steps:
- Trigger: Resource reassignment detected on a Float allocation
- Identify the linked Asana task or project using a stored reference
- Update the Asana task assignee to reflect the new resource
- Send notification messages to both the previous and new assignees
Connectors Used: Float, Asana
Template
Weekly Float Capacity Report Enriched with Asana Task Status
Generates a weekly summary report combining Float allocation data with current Asana task completion rates, giving leadership a unified view of team capacity versus actual delivery progress.
Steps:
- Trigger: Scheduled run every Monday morning
- Pull current allocation data for all active team members from Float
- Fetch task completion percentages for each associated Asana project
- Combine and format the data into a summary report delivered via email or Slack
Connectors Used: Float, Asana