Zapier

Connect your Float account to other tools via Zapier

Jon Palustre avatar
Written by Jon Palustre
Updated over a week ago

Zapier helps automate workflows between apps, so you can focus on your most important work. Think of Zapier as the glue that connects thousands of web apps.

This integration makes it easy to sync your people, projects, tasks, clients, departments, and logged time to and from Float as needed.

Connect Float and Zapier

The Account Owner can get started by clicking View Zaps from the Integrations tab within the Team Settings.

Integration with Zapier.

You'll be taken directly to the Float integrations page in Zapier, where you can connect to more than 2,000 apps!

Float app at Zapier.

šŸ’” Here's a tip: A zap is an automated workflow that connects Float with other apps. For more on the key concepts in Zapier, check this out.

Create your first zap

You can add new people, projects, tasks, departments, time off, and logged time using Zapier.

Once you've found the app you want to sync with Float, simply select the trigger you want (ā€œwhen this happensā€¦ā€), set an action step (ā€œthen do thisā€¦ā€), test that the trigger works, and turn on the zap.

Creating a zap.

From that point on, every time the trigger event occurs, the action steps you choose will run automatically.

Learn more

For additional information on using Zapier, including step-by-step guides on creating and managing your zaps, helpful videos, and troubleshooting tips for when something unexpected happens, check out the Zapier Help Center.

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