Float + ProjectManager
Float + ProjectManager
Float + ProjectManager integrations
Start new projects in Float as soon as they're created in ProjectManager
Streamline your project management process with this convenient workflow. Whenever a new project is initiated in ProjectManager, the same project will be created in Float. This automation not only eliminates manual data entry but also ensures your project details are consistent across both platforms. Enhance productivity and efficiency in project oversight with this intelligent solution.
- When this happens...
New ProjectTriggers when a new project is createdTriggerPolling - automatically do this!
Create ProjectCreates a new project.ActionWrite
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More things you can do with ProjectManager and Float
Discover other triggers and actions you can use with ProjectManager and Float
New UserTriggered when a new user is added to your account
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- NameRequired
- Description
- Manager
- Priority
- Status
- Folder
- Target Date
- AccessRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- UserRequired
- Task IDRequired
- DateRequired
- HoursRequired
- Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Project IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Get Project Priorities
Gets a list of all the priorities which can be applied to a project
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - ProjectRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Task IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ProjectRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Get User Roles
Get all the roles which can be assigned to a user
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Get User Teams
Get all the teams which a user can be added to
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Task IDRequired
- Field IDRequired
- ValueRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Task IDRequired
- Name
- Description
- Due Date
- Progress
- Priority
- Status ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- User to UpdateRequired
- First Name
- Last Name
- Phone Number
- Notes
- Teams
- Skills
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- First Name
- Last Name
- Email
- Assignable Users Only
- Team
- Skill
- Role
ActionThis is an event a Zap performs.SearchFind existing data in your app- Date From
- Date To
- Project
- Task
- User
- Order By
ActionThis is an event a Zap performs.SearchFind existing data in your app- First NameRequired
- Last NameRequired
- EmailRequired
- Assignable Users Only
- Team
- Skill
- Role
- Phone
- Notes
- Teams
- Skills
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- Date From
- Date To
- Project
- Task IDRequired
- UserRequired
- Order By
- DateRequired
- HoursRequired
- 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 found
New DepartmentTriggers when a new department is added.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- New Milestone
Triggers when a new milestone is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New Phase
Triggers when a new phase is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New Project Task
Triggers when a new project task is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New Time Off
Triggers when a new time off is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Updated Phase
Triggers when a phase is modified.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Updated Project Task
Triggers when a project task is modified.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - NameRequired
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
- Allocation ID
- 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 Name
- Department ID
- Notes
- Employee Type
- Default Hourly Rate
- Tag Names
- Start Date
- End Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
- Project Code
- All PMs Have Edit Rights
- Billable
- Tentative
- Status
- Color
- Notes
- Client ID
- Budget Type
- Budget Total
- Budget Priority
- Locked Task List
- Default Hourly Rate
- Tags
- Start Date
- End Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Project IDRequired
- People IDsRequired
- Status
- HoursRequired
- Start DateRequired
- End DateRequired
- Name
- Notes
- Repeat State
- Repeat End Date
- 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
- NameRequired
- People Type
- Email
- Role Name
- Department ID
- Notes
- Employee Type
- Default Hourly Rate
- Tag Names
- Start Date
- End Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Project IDRequired
- NameRequired
- Project Code
- All PMs Have Edit Rights
- Billable
- Tentative
- Status
- Color
- Notes
- Client ID
- Budget Type
- Budget Total
- Budget Priority
- Locked Task List
- Default Hourly Rate
- Tags
- Start Date
- End Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Allocation IDRequired
- Project ID
- People IDs
- Status
- HoursRequired
- Start Date
- End Date
- Name
- Notes
- Repeat State
- Repeat End Date
- 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 and tags)
- Email (priority over tags)
- Tag Names
ActionThis is an event a Zap performs.SearchFind existing data in your app- Allocation IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Person ID (priority over email and tags)
- Email
- Tag Names
- NameRequired
- People Type
- Role Name
- Department ID
- Notes
- Employee Type
- Default Hourly Rate
- Start Date
- End Date
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- Allocation IDRequired
- Project IDRequired
- People IDsRequired
- Status
- HoursRequired
- Start DateRequired
- End DateRequired
- Name
- Notes
- Repeat State
- Repeat End Date
- 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
- New Project
Triggers when a new project is created
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Project IdRequired
- NameRequired
- Description
- Start Date
- Due Date
- ProgressRequired
- Assignees
- Priority
- Status ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- First NameRequired
- Last NameRequired
- EmailRequired
- Phone
- Notes
- Role
- Teams
- Skills
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Get Project Folders
Get all of the project folders, used to organise your projects
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Get Project Statuses
Get all the statuses which can be applied to a project
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Task IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Get Task Priorities
Get all the priorities which can be applied to a task
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - User IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Get User Skills
Get all the skills which can be applied to a user
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Get Account Information
Returns information about the current user including home URL, email, user ID and workspace name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Project to UpdateRequired
- Name
- Description
- Manager
- Priority
- Status
- Status Update
- Folder
- Target Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Timesheet Entry IDRequired
- Hours
- Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Project Name
- Manager
- Priority
- Status
- Folder
ActionThis is an event a Zap performs.SearchFind existing data in your app- Project
- Assignee
- Priority
- Progress From
- Progress To
- Date From
- Date To
- Task Name
- Summary Task
- Order ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- NameRequired
- Manager
- Priority
- Status
- Folder
- Description
- Target Date
- AccessRequired
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- Project IdRequired
- Assignee
- Priority
- Progress From
- Progress To
- Date From
- Date To
- NameRequired
- Summary Task
- Order ByRequired
- Description
- Start Date
- Due Date
- ProgressRequired
- Assignees
- Status ID
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- New Client
Triggers when a new client is added.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New Person
Triggers when a new person is added.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New Project
Triggers when a new project is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New Allocation
Triggers when a new allocation is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Updated Project
Triggers when a project is modified.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Updated Allocation
Triggers when an allocation is modified.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - NameRequired
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.- Project IDRequired
- NameRequired
- Start DateRequired
- End DateRequired
- Color
- Notes
- Budget Total
- Default Hourly Rate
- Billable
- Status
- Active
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Project IDRequired
- NameRequired
- Billable
- Budget
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.- Milestone IDRequired
- 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.- Project IDRequired
- NameRequired
- Start DateRequired
- End DateRequired
- Color
- Notes
- Budget Total
- Default Hourly Rate
- Billable
- Status
- Active
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Project Task IDRequired
- Project IDRequired
- NameRequired
- Billable
- Budget
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 app- Project ID (priority over project_code and tags)
- Project Code (priority over tags)
- Tags
ActionThis is an event a Zap performs.SearchFind existing data in your app- Person IDRequired
- Project IDRequired
- Logged Time IDRequired
- DateRequired
- HoursRequired
- Allocation ID
- 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 found- Project ID (priority over project_code and tags)
- Project Code
- Tags
- NameRequired
- All PMs Have Edit Rights
- Billable
- Tentative
- Status
- Color
- Notes
- Client ID
- Budget Type
- Budget Total
- Budget Priority
- Locked Task List
- Default Hourly Rate
- Start Date
- End Date
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
Float is the fast and friendly resource scheduling app. Keep track of who's working on what and when.
Related categories
Related categories