Create integrations between CloudBlue Connect and Float to automate any workflow
Top companies trust Zapier to automate work that solves their unique business problems—no coding required.
How Zapier works
Zapier lets you build automated workflows between two or more apps—no code necessary. These workflows are called Zaps, and this is how they work.
A trigger is where automation begins
Now it's time for action
And that's it! You've just created a Zap.
Connect CloudBlue Connect and Float to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
Automate your lead management and improve conversions
Connect your tools and unlock the power of automation
With Zapier's 6,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
Id of the request or listing to retrieve messages forRequired
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planCase StatusRequired
Additional filters
Amount of records per batch query
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planAdditional filters
Amount of records per batch query
Process requests in batch
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planAdditional filters
Amount of records per batch query
Process requests in batch
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planAdditional filters
Amount of records per batch query
Process requests in batch
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planRequest Status
Additional filters
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planRequest Status
Additional filters
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planRequest IDRequired
Template IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Request IDRequired
ActionRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Request IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Asset IDRequired
Parameter ID
Value
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Asset IDRequired
Item IDRequired
QuantityRequired
Parameter ID
Value
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Hub IDRequired
Asset External IDRequired
Asset External UID
Tiers involved in the requestRequired
Tier 1 External IDRequired
Tier 1 External UID
Tier 1 Account NameRequired
Tier 1 Address Line 1Required
Tier 1 Address Line 2
Tier 1 Postal CodeRequired
Tier 1 CityRequired
Tier 1 State or ProvinceRequired
Tier 1 CountryRequired
Tier 1 Contact First NameRequired
Tier 1 Contact Last NameRequired
Tier 1 EmailRequired
Tier 1 Phone NumberRequired
Customer External IDRequired
Customer External UID
Customer Account NameRequired
Customer Address Line 1Required
Customer Address Line 2
Customer Postal CodeRequired
Customer CityRequired
Customer State or ProvinceRequired
Customer CountryRequired
Customer Contact First NameRequired
Customer Contact Last NameRequired
Customer EmailRequired
Customer Phone NumberRequired
Item IDRequired
QuantityRequired
Parameters
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Asset IDRequired
Parameter ID
Value
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Asset Lookup FieldRequired
Asset Lookup ValueRequired
Period FromRequired
Period ToRequired
Period DeltaRequired
Period UOMRequired
ItemsRequired
Attributes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Product IDRequired
SubjectRequired
Description of the case
Priority of the caseRequired
Type of the caseRequired
Receiver account IDRequired
Recipient IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Object IDRequired
MessageRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Tier Configuration IDRequired
ParametersRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Request IDRequired
ReasonRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Request IDRequired
Parameter IDRequired
ValueRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Request IDRequired
Parameter IDRequired
ValueRequired
Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Case IDRequired
Inquire message
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Request IDRequired
Note
Template ID
Parameter IDRequired
Error TextRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Request IDRequired
Notes
Parameter IDRequired
Error TextRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Request IDRequired
ReasonRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Request IDRequired
ReasonRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Caset IDRequired
Product IDRequired
Subject
Description of the case
Issuer Account
Issuer Actor
Recipient ID
Receiver Account
Receiver Actor
Recipient IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Additional filters
ActionThis is an event a Zap performs.SearchFind existing data in your appCase idRequired
Additional filters
ActionThis is an event a Zap performs.SearchFind existing data in your appAdditional filters
ActionThis is an event a Zap performs.SearchFind existing data in your appRequest Status
Additional filters
ActionThis is an event a Zap performs.SearchFind existing data in your appAdditional filters
ActionThis is an event a Zap performs.SearchFind existing data in your appNew Client
Triggers when a new client is added.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Project
Triggers when a new project is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Time Off
Triggers when a new time off is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planUpdated Task
Triggers when a task is modified.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Project IDRequired
DateRequired
End Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
All PMs Have Edit Rights
Billable
Tentative
Color
Notes
Client ID
Budget Type
Budget Total
Default Hourly Rate
Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.People IDsRequired
Time Off Type IDRequired
Start DateRequired
End DateRequired
Hours
Full Day
Additional notes about the time off
Status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Task IDRequired
Project ID
People IDs
HoursRequired
Start Date
End Date
Name
Notes
Start Time
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Person ID (priority over email)
Email (required if ID is not used)
ActionThis is an event a Zap performs.SearchFind existing data in your appTask IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appPerson ID (priority over email)
Email
NameRequired
People Type
Role
Department ID
Default Hourly Rate
Tag Names
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundTask IDRequired
Project IDRequired
People IDsRequired
HoursRequired
Start DateRequired
End DateRequired
Name
Notes
Start Time
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
Additional filters
Amount of records per batch query
Process requests in batch
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planCase idRequired
Additional filters
Amount of records per batch query
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planProduct IDRequired
Object classRequired
Name for newly created Connect WebhookRequired
DescriptionRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Request Status
Additional filters
Amount of records per batch query
Process requests in batch
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planRequest Status
Additional filters
Amount of records per batch query
Process requests in batch
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planRequest IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Request IDRequired
Template IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Case IDRequired
Feedback of the resolution
Rating of the resolution of the case
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Hub IDRequired
Asset External IDRequired
Asset External UID
Tiers involved in the requestRequired
Tier 1 External IDRequired
Tier 1 External UID
Tier 1 Account NameRequired
Tier 1 Address Line 1Required
Tier 1 Address Line 2
Tier 1 Postal CodeRequired
Tier 1 CityRequired
Tier 1 State or ProvinceRequired
Tier 1 CountryRequired
Tier 1 Contact First NameRequired
Tier 1 Contact Last NameRequired
Tier 1 EmailRequired
Tier 1 Phone NumberRequired
Customer External IDRequired
Customer External UID
Customer Account NameRequired
Customer Address Line 1Required
Customer Address Line 2
Customer Postal CodeRequired
Customer CityRequired
Customer State or ProvinceRequired
Customer CountryRequired
Customer Contact First NameRequired
Customer Contact Last NameRequired
Customer EmailRequired
Customer Phone NumberRequired
ItemsRequired
Parameters
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Asset IDRequired
ItemsRequired
External Attributes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Hub IDRequired
Asset External IDRequired
Asset External UID
Tiers involved in the requestRequired
Tier 1 External IDRequired
Tier 1 External UID
Tier 1 Account NameRequired
Tier 1 Address Line 1Required
Tier 1 Address Line 2
Tier 1 Postal CodeRequired
Tier 1 CityRequired
Tier 1 State or ProvinceRequired
Tier 1 CountryRequired
Tier 1 Contact First NameRequired
Tier 1 Contact Last NameRequired
Tier 1 EmailRequired
Tier 1 Phone NumberRequired
Customer External IDRequired
Customer External UID
Customer Account NameRequired
Customer Address Line 1Required
Customer Address Line 2
Customer Postal CodeRequired
Customer CityRequired
Customer State or ProvinceRequired
Customer CountryRequired
Customer Contact First NameRequired
Customer Contact Last NameRequired
Customer EmailRequired
Customer Phone NumberRequired
ItemsRequired
Parameters
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Hub IDRequired
Asset External IDRequired
Asset External UID
Tiers involved in the requestRequired
Tier 1 External IDRequired
Tier 1 External UID
Tier 1 Account NameRequired
Tier 1 Address Line 1Required
Tier 1 Address Line 2
Tier 1 Postal CodeRequired
Tier 1 CityRequired
Tier 1 State or ProvinceRequired
Tier 1 CountryRequired
Tier 1 Contact First NameRequired
Tier 1 Contact Last NameRequired
Tier 1 EmailRequired
Tier 1 Phone NumberRequired
Customer External IDRequired
Customer External UID
Customer Account NameRequired
Customer Address Line 1Required
Customer Address Line 2
Customer Postal CodeRequired
Customer CityRequired
Customer State or ProvinceRequired
Customer CountryRequired
Customer Contact First NameRequired
Customer Contact Last NameRequired
Customer EmailRequired
Customer Phone NumberRequired
Item IDRequired
QuantityRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Asset IDRequired
Parameter ID
Value
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Asset Lookup FieldRequired
Asset Lookup ValueRequired
Period FromRequired
Period ToRequired
Period DeltaRequired
Period UOMRequired
Item IDRequired
Attributes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Case IDRequired
Text of the comment
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Account IDRequired
Account External IDRequired
Account External UID
Account Account NameRequired
Account Address Line 1Required
Account Address Line 2
Account Postal CodeRequired
Account CityRequired
Account State or ProvinceRequired
Account CountryRequired
Account Contact First NameRequired
Account Contact Last NameRequired
Account EmailRequired
Account Phone NumberRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Tier Configuration IDRequired
Parameter IDRequired
ValueRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Request IDRequired
ParametersRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Request IDRequired
ParametersRequired
Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Request IDRequired
ReasonRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Request IDRequired
Note
Template ID
ParametersRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Request IDRequired
Note
Template ID
ParametersRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Case IDRequired
Pending message
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Case IDRequired
Resolve message
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Request IDRequired
Planned Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Additional filters
ActionThis is an event a Zap performs.SearchFind existing data in your appCase StatusRequired
Additional filters
ActionThis is an event a Zap performs.SearchFind existing data in your appAdditional filters
ActionThis is an event a Zap performs.SearchFind existing data in your appAdditional filters
ActionThis is an event a Zap performs.SearchFind existing data in your appAdditional filters
ActionThis is an event a Zap performs.SearchFind existing data in your appRequest Status
Additional filters
ActionThis is an event a Zap performs.SearchFind existing data in your appNew Department
Triggers when a new department is added.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Person
Triggers when a new person is added.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Task
Triggers when a new task is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DateRequired
HoursRequired
Person IDRequired
Project IDRequired
Task Name
Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
People Type
Email
Role
Department ID
Default Hourly Rate
Tag Names
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Project IDRequired
People IDsRequired
HoursRequired
Start DateRequired
End DateRequired
Name
Notes
Start Time
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Project IDRequired
Logged Time IDRequired
Date
HoursRequired
Person ID
Task Name
Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Person IDRequired
Project IDRequired
Logged Time IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appProject IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appPerson IDRequired
Project IDRequired
Logged Time IDRequired
DateRequired
HoursRequired
Task Name
Notes
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundProject IDRequired
NameRequired
All PMs Have Edit Rights
Billable
Tentative
Color
Notes
Client ID
Budget Type
Budget Total
Default Hourly Rate
Tags
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found