Create integrations between Float and Spiro 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 Float and Spiro 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.
New 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 foundNew Company
Triggers when new company created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Contact
Triggers when new contact is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Ticket
Triggers when new ticket created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Spiro Users
Opportunity Attributes
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Custom Entity TypeRequired
Trigger AttributeRequired
Trigger ValueRequired
Spiro Users
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Custom Entity TypeRequired
Trigger AttributeRequired
Trigger ValueRequired
Spiro Users
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Company IDRequired
Custom EntityRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact IDRequired
Custom EntityRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Custom EntityRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company NameRequired
Company ID
Description
Website
Opportunity Name
Amount
Close Date
Sales Stage Name
Pipeline Name
Sales Stage
Priority
Opportunity Owner Full Name
External Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Opportunity IDRequired
Custom EntityRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Reminder DateRequired
ReminderRequired
Company IdRequired
Spiro User
Remind Me
Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Support DeskRequired
Spiro User
SubjectRequired
EmailRequired
Contact ID
Company ID
Priority
Status
Description
Full Name
Company Name
Phone
Mobile Phone
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SubjectRequired
Message
Link
Spiro User. Leave it blank to send the message to your account.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IdRequired
Full Name
Email
Phone
Mobile Phone
Title
Description
Owner
Campaigns
External Id
Company Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IdRequired
Opportunity Name
Sales Stage
Amount
Close Date
Description
Priority
Spiro User
External Id
Company ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IdRequired
Reminder
Reminder Date
Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IdRequired
Subject
Description
Priority
Status
Spiro User
Contact ID
Company ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Field to Search ByRequired
Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appCompany IDRequired
Sales Stage
ActionThis is an event a Zap performs.SearchFind existing data in your appContact ID
Contact Email
Interaction type
Number of interactions
ActionThis is an event a Zap performs.SearchFind existing data in your appCustom ListRequired
Lookup ColumnRequired
Lookup ValueRequired
Supporting Lookup Column
Supporting Lookup Value
Search Latest First?
ActionThis is an event a Zap performs.SearchFind existing data in your appField to Search ByRequired
Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appField to Search ByRequired
Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appField to Search ByRequired
Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appField to Search ByRequired
Search ValueRequired
Full NameRequired
Email
Phone
Mobile Phone
Description
Company Name
Title
Opportunity ID
Campaigns
External Id
Spiro User
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundField to Search ByRequired
Search ValueRequired
Support DeskRequired
Spiro User
SubjectRequired
EmailRequired
Contact ID
Company ID
Priority
Status
Description
Full Name
Company Name
Phone
Mobile Phone
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 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 foundSpiro Users
Sales Stage
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Custom Entity TypeRequired
Field Name
Field Value
Spiro Users
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New User
Triggers when new user created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Custom Entity TypeRequired
Trigger AttributeRequired
Trigger ValueRequired
Spiro Users
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Field Name
Field Value
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Entity NameRequired
Field Name
Field Value
Spiro Users
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Opportunity IDRequired
Relations to Clone
Name
Sales Stage
Amount
Close Date
Company ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company NameRequired
Address
City
Zipcode
Region
Country
Phone
Description
Website
State
External Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Full NameRequired
Email
Phone
Mobile Phone
Description
Company Name
Title
Opportunity ID
Campaigns
External Id
Spiro User
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Spiro User
SubjectRequired
Contact ID
Ticket ID
EmailRequired
TypeRequired
Custom Activity Type
Disposition
Interaction Date
Description
Full Name
Company Name
Phone
Mobile Phone
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Full NameRequired
Email
Company Name
Company Address
Company City
Company State
Company Country
Company Zipcode
Company Region
Website
Description
Opportunity Name
Amount
Phone
Mobile Phone
Title
Sales Stage Name
Close Date
Pipeline Name
Sales Stage
Priority
Opportunity Owner Full Name
External Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Reminder DateRequired
ReminderRequired
EmailRequired
Contact Id
Spiro User
Remind Me
Description
Full Name
Company Name
Phone
Mobile Phone
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Reminder DateRequired
ReminderRequired
Opportunity IdRequired
Spiro User
Remind Me
Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Ticket IDRequired
Custom EntityRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IdRequired
Company Name
Website
Address
City
State
Zipcode
Region
Country
Phone
Description
Owner
External Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Custom EntityRequired
Record IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IdRequired
Name
Header Notes
Footer Notes
Expiration Date
Spiro User
Company ID
Primary Contact ID
Opportunity ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Custom Entity (Section)Required
Record IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.User IDRequired
First Name
Last Name
Title
Phone
Country
Currency
Email Client
Role
Manager
Group
Is Admin?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appField to Search ByRequired
Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appContact IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appCustom ListRequired
Lookup ColumnRequired
Lookup ValueRequired
Supporting Lookup Column
Supporting Lookup Value
Search Latest First?
ActionThis is an event a Zap performs.SearchFind existing data in your appOpportunity IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appField to Search ByRequired
Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appField to Search ByRequired
Search ValueRequired
Company NameRequired
Address
City
Zipcode
Region
Country
Phone
Description
Website
State
External 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 foundField to Search ByRequired
Search ValueRequired
Company NameRequired
Company ID
Description
Website
Opportunity Name
Amount
Close Date
Sales Stage Name
Pipeline Name
Sales Stage
Priority
Opportunity Owner Full Name
External 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