Booqable + Float

Create milestones in Float for new started orders in Booqable

Effortlessly manage your project milestones with this streamlined workflow between Booqable and Float. When a new order is started in Booqable, a milestone will be created in Float, keeping your team updated on important tasks and deadlines. Stay organized and maintain seamless communication between your booking and project management platforms with this powerful automation.

When this happens...
Started Order
Triggers when an order is started.
TriggerInstant
automatically do this!
Create Milestone
Creates a new milestone.
ActionWrite

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Supported triggers and actions

What does this mean?

Completed Payment
Triggers when a payment is completed.
Trigger
Instant
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Finalize Invoice
Triggers when an invoice is finalized.
Trigger
Instant
Try It
Started Order
Triggers when an order is started.
Trigger
Instant
Try It
Updated Order
Triggers when an order is updated.
Trigger
Instant
Try It
- IDRequired
Action
Write

- Customer IDRequired
Action
Search
- Order IDRequired
Action
Search

New Department
Triggers when a new department is added.
Trigger
Scheduled
Try It
New Person
Triggers when a new person is added.
Trigger
Scheduled
Try It
New Task
Triggers when a new task is created.
Trigger
Scheduled
Try It
- Person ID
- Project ID
Trigger
Scheduled
Try It
- NameRequired
Action
Write
- DateRequired
- HoursRequired
- Person IDRequired
- Project IDRequired
- Task Name
- Notes
Action
Write
- NameRequired
- People Type
- Email
- Role
- Department ID
- Default Hourly Rate
- Tag Names
Action
Write
- Project IDRequired
- People IDsRequired
- HoursRequired
- Start DateRequired
- End DateRequired
- Name
- Notes
- Start Time
Action
Write
- Project IDRequired
- Logged Time IDRequired
- Date
- HoursRequired
- Person ID
- Task Name
- Notes
Action
Write
- Person IDRequired
- Project IDRequired
- Logged Time IDRequired
Action
Search
- Project IDRequired
Action
Search
- Person IDRequired
- Project IDRequired
- Logged Time IDRequired
- DateRequired
- HoursRequired
- Task Name
- Notes
Action
Search or write
- Project IDRequired
- NameRequired
- All PMs Have Edit Rights
- Billable
- Tentative
- Color
- Notes
- Client ID
- Budget Type
- Budget Total
- Default Hourly Rate
- Tags
Action
Search or write

New Customer
Triggers when a new customer is added.
Trigger
Instant
Try It
Reserved Order
Triggers when an order is reserved.
Trigger
Instant
Try It
Stopped Order
Triggers when an order is stopped.
Trigger
Instant
Try It
- NameRequired
- Email
- Phone
- Discount percentage
Action
Write
- IDRequired
- NameRequired
- Email
- Phone
- Discount percentage
Action
Write
- Customer name or emailRequired
Action
Search
New Client
Triggers when a new client is added.
Trigger
Scheduled
Try It
- Person ID
- Project ID
Trigger
Scheduled
Try It
New Project
Triggers when a new project is created.
Trigger
Scheduled
Try It
New Time Off
Triggers when a new time off is created.
Trigger
Scheduled
Try It
Updated Task
Triggers when a task is modified.
Trigger
Scheduled
Try It
- NameRequired
Action
Write
- NameRequired
- Project IDRequired
- DateRequired
- End Date
Action
Write
- NameRequired
- All PMs Have Edit Rights
- Billable
- Tentative
- Color
- Notes
- Client ID
- Budget Type
- Budget Total
- Default Hourly Rate
- Tags
Action
Write
- People IDsRequired
- Time Off Type IDRequired
- Start DateRequired
- End DateRequired
- Hours
- Full Day
- Additional notes about the time off
- Status
Action
Write
- Task IDRequired
- Project ID
- People IDs
- HoursRequired
- Start Date
- End Date
- Name
- Notes
- Start Time
Action
Write
- Person ID (priority over email)
- Email (required if ID is not used)
Action
Search
- Task IDRequired
Action
Search
- Person ID (priority over email)
- Email
- NameRequired
- People Type
- Role
- Department ID
- Default Hourly Rate
- Tag Names
Action
Search or write
- Task IDRequired
- Project IDRequired
- People IDsRequired
- HoursRequired
- Start DateRequired
- End DateRequired
- Name
- Notes
- Start Time
Action
Search or write

About Booqable

Booqable is cloud-based rental software to manage your business and accept online bookings.

Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Float

Float is the fast and friendly resource scheduling app. Keep track of who's working on what and when.

Learn more

Related categories

Scheduling & Booking

PRODUCTS

CAPABILITIES

By team

Booqable + Float

Create milestones in Float for new started orders in Booqable

Completed Payment

Finalize Invoice

Started Order

Updated Order

Delete Customer

Find Customer - By ID

Customer IDRequired

Find Order - By ID

Order IDRequired

New Department

New Person

New Task

Updated Logged Time

Person ID

Project ID

Create Client

NameRequired

Create Logged Time

DateRequired

HoursRequired

Person IDRequired

Project IDRequired

Task Name

Notes

Create Person

NameRequired

People Type

Email

Role

Department ID

Default Hourly Rate

Tag Names

Create Task

Project IDRequired

People IDsRequired

HoursRequired

Start DateRequired

End DateRequired

Name

Notes

Start Time

Update Logged Time

Project IDRequired

Logged Time IDRequired

Date

HoursRequired

Person ID

Task Name

Notes

Find Logged Time

Person IDRequired

Project IDRequired

Logged Time IDRequired

Find Project

Project IDRequired

Find or Create Logged Time

Person IDRequired

Project IDRequired

Logged Time IDRequired

DateRequired

HoursRequired

Task Name

Notes

Find or Create Project

Project IDRequired

NameRequired

All PMs Have Edit Rights

Billable

Tentative

Color

Notes

Client ID

Budget Type

Budget Total

Default Hourly Rate