Zapier automates workflows between apps, allowing you to focus on your most important work. It acts as the glue that connects thousands of tools. Using the Float-Zapier integration, you can sync your Float data with other tools, automate repetitive tasks, improve efficiency, and streamline your workflows.
Connect Float and Zapier
The Account Owner can check the available Zaps in Company settings > Integrations > Connect to anything > View Zaps.
This will open the Float integrations page in Zapier, where you can connect Float to over 9,000 apps. You can search for the Float pairing apps here.
Users with Admin access rights can add a Float connection directly in Zapier by navigating to App Connections > Add connection and selecting Float.
To better understand how Zapier works and tailor the integration to your needs, familiarize yourself with its key concepts. Check out this Zapier article for detailed explanations.
Creating your own Zaps
A Zap is an automated workflow that connects Float with other apps. Each Zap consists of a trigger and one or more actions.
Use Zapier Copilot
Zapier Copilot builds Zaps from a plain-language description. Describe the workflow you want, for example, "when a new project is created in Asana, create a matching project in Float", and Copilot drafts the Zap for you, including field mappings. Review it, connect your accounts, and turn it on.
💡 Here's a tip: Copilot is the fastest way to get started, particularly if you're connecting Float to a tool for the first time.
Build manually
Once you've found the app you want to connect with Float, simply select the trigger (“when this happens…”) and set an action step (“...automatically do this!”).
You can select one of the existing templates or create a Zap from scratch to map the fields.
Once ready, test if the trigger works and turn on the zap. From that point on, the action steps you chose will run automatically every time the trigger event occurs.
Triggers
A trigger is an event that starts a Zap when a specific event occurs in Float. Below you can find the list of currently available triggers.
New Event Triggers
New Client – Triggers when a new client is added.
New Logged Time – Triggers when a new logged time entry is created.
New Person – Triggers when a new team member is added.
New Project – Triggers when a new project is created.
New Allocation – Triggers when a new allocation is created.
New Department – Triggers when a new department is added.
New Milestone – Triggers when a new milestone is created.
New Phase – Triggers when a new phase is created.
New Project Task – Triggers when a new project task is created.
New Time Off – Triggers when a new time off entry is created.
Updated Event Triggers
Updated Logged Time – Triggers when an existing logged time entry is modified.
Updated Project – Triggers when an existing project is modified.
Updated Allocation – Triggers when an existing allocation is modified.
Updated Phase – Triggers when an existing phase is modified.
Updated Project Task – Triggers when an existing project task is modified.
Actions
An action is an event a Zap performs after it is triggered. Actions allow users to perform specific tasks in Float automatically. Below you can find the list of currently available actions.
Creation Actions
Create Client – Adds a new client to Float.
Create Department – Adds a new department.
Create Logged Time – Logs time for a specific person and project.
Create Milestone – Adds a new milestone to an existing project.
Create Person – Adds a new person to the team.
Create Phase – Adds a new phase to an existing project.
Create Project – Creates a new project (including owner, currency code, FX rate, rate card and project stage)
Create Project Task – Adds a new task to an existing project.
Create Allocation – Adds a new allocation.
Create Time Off – Schedules time off for team members.
Update Actions
Update Logged Time – Modifies an existing logged time entry.
Update Milestone – Modifies an existing milestone.
Update Person – Modifies an existing person.
Update Phase – Modifies an existing phase.
Update Project – Modifies an existing project (including currency code, FX rate, rate card, project stage, and archiving)
Update Project Task – Modifies an existing project task.
Update Allocation – Modifies an existing allocation.
Find Actions
Find Logged Time – Finds a logged time entry by ID.
Find Person – Finds a person by ID, email or tag(s).
Find Project – Finds a project by ID, project_code, or tag(s).
Find Allocation – Finds an allocation by ID.
Find Phase – Finds a phase by phase ID or all phases within a project by project ID.
Find Rate Cards – Finds rate cards, optionally filtered by active status, client, or currency.
Find or Create Actions
Find or Create Person – Finds a person by ID, email, or tag(s) and creates one if not found.
Find or Create Project – Finds a project by ID, project_code, or tag(s) and creates one if not found.
Find or Create Allocation – Finds an allocation by ID and creates one if not found.
Find or Create Logged Time – Finds a logged time entry by ID and creates one if not found.
Example workflows
Not sure where to start? Here are a few ways you can use Zapier with Float:
When a new person is added in your HR tool, add them as a person in Float
When a deal hits a certain stage in your CRM, create a project for that client with a specific currency and apply a rate card (based on currency and client)
When a Float project reaches a certain stage and is in a non-home currency, check the FX rate against your preferred provider
Find all phases on a project and notify the team responsible for each
Learn more
Check out the Zapier Help Center for additional information on using Zapier, including step-by-step guides on creating and managing your Zaps, helpful videos, and troubleshooting tips for unexpected events.