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Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Client" from Float.

Add your action

An action happens after the trigger—such as "Create Client" in WorkflowMax.

You’re connected!

Zapier seamlessly connects Float and WorkflowMax, automating your workflow.

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.
Trigger
Polling
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- Person ID
- Project ID
Trigger
Polling
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New Person
Triggers when a new person is added.
Trigger
Polling
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New Project
Triggers when a new project is created.
Trigger
Polling
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New Allocation
Triggers when a new allocation is created.
Trigger
Polling
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- Person ID
- Project ID
Trigger
Polling
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Updated Project
Triggers when a project is modified.
Trigger
Polling
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Updated Allocation
Triggers when an allocation is modified.
Trigger
Polling
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- Name
  Required
Action
Write
- Name
  Required
- Project ID
  Required
- Date
  Required
- End Date
Action
Write
- Project ID
  Required
- Name
  Required
- Start Date
  Required
- End Date
  Required
- Color
- Notes
- Budget Total
- Default Hourly Rate
- Billable
- Status
- Active
Action
Write
- Project ID
  Required
- Name
  Required
- Billable
- Budget
Action
Write
- People IDs
  Required
- Time Off Type ID
  Required
- Start Date
  Required
- End Date
  Required
- Hours
- Full Day
- Additional notes about the time off
- Status
Action
Write
- Milestone ID
  Required
- Name
  Required
- Project ID
  Required
- Date
  Required
- End Date
Action
Write
- Project ID
  Required
- Name
  Required
- Start Date
  Required
- End Date
  Required
- Color
- Notes
- Budget Total
- Default Hourly Rate
- Billable
- Status
- Active
Action
Write
- Project Task ID
  Required
- Project ID
  Required
- Name
  Required
- Billable
- Budget
Action
Write
- Person ID
  Required
- Project ID
  Required
- Logged Time ID
  Required
Action
Search
- Project ID (priority over project_code and tags)
- Project Code (priority over tags)
- Tags
Action
Search
- Person ID
  Required
- Project ID
  Required
- Logged Time ID
  Required
- Date
  Required
- Hours
  Required
- Allocation ID
- Task Name
- Notes
Action
Search or write
- Project ID (priority over project_code and tags)
- Project Code
- Tags
- Name
  Required
- 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
Action
Search or write
Job Category Created
Triggers when a job category is created in job settings.
Trigger
Polling
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- Job Reference
Trigger
Polling
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- Job Reference
Trigger
Polling
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- Job Reference
  Required
Trigger
Polling
Try It
New Cost Created
Triggers when a new cost is created in organisation settings.
Trigger
Polling
Try It
- Status
- Includes
Trigger
Polling
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New Job Status
Triggers when a new job status is created in organisation settings.
Trigger
Polling
Try It
New PO Stock Receipt Created
Triggers when a new purchase order stock receipt is created.
Trigger
Polling
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New Quote Issued
Triggers when a quote is issued.
Trigger
Polling
Try It
New Task Created
Triggers when a new task is created in organisation settings.
Trigger
Polling
Try It
New PO Bill Created
Triggers when a new purchase order bill is created.
Trigger
Polling
Try It
- Quote Status
  Required
Trigger
Polling
Try It
- Cost Name
  Required
- Unit Cost
  Required
- Unit Price
  Required
- Cost Type
  Required
- Billable
  Required
- Supplier Reference
- Cost Code
- Cost Note
- Sales Tax Reference 1
- Sales Tax Reference 2
- Purchase Tax Reference 1
- Purchase Tax Reference 2
- Income Account Reference
- Cost of Sale Account Reference
Action
Write
- Job Reference
  Required
- Date
  Required
- Cost Reference
- Cost Name
- Unit Cost
- Unit Price
- Quantity
  Required
- Actual
  Required
- Phase Reference
- Supplier Reference
- Cost Code
- Type
- Billable
- Note
Action
Write
- Client Reference
  Required
- Contact Reference
- Name
  Required
- Estimated Value
  Required
- Lead Template Reference
- Lead Date
  Required
- Details
- Lead Category Reference
- Lead Owner Reference
- Estimated Job Start Date
- Estimated Duration (weeks)
Action
Write
- Task Name
  Required
- Base Rate
  Required
- Billable Rate
  Required
- Description
- Tax Reference 1
- Tax Reference 2
- Export Code
- Income Account Reference
Action
Write
- Account Code
  Required
Action
Search
- Name
  Required
Action
Search
- Job Reference
  Required
Action
Search
- Tax Name
  Required
Action
Search
- Job Reference
  Required
- Job Data to Include
Action
Search

New Department
Triggers when a new department is added.
Trigger
Polling
Try It
New Milestone
Triggers when a new milestone is created.
Trigger
Polling
Try It
New Phase
Triggers when a new phase is created.
Trigger
Polling
Try It
New Project Task
Triggers when a new project task is created.
Trigger
Polling
Try It
New Time Off
Triggers when a new time off is created.
Trigger
Polling
Try It
Updated Phase
Triggers when a phase is modified.
Trigger
Polling
Try It
Updated Project Task
Triggers when a project task is modified.
Trigger
Polling
Try It
- Name
  Required
Action
Write
- Date
  Required
- Hours
  Required
- Person ID
  Required
- Project ID
  Required
- Allocation ID
- Task Name
- Notes
Action
Write
- Name
  Required
- People Type
- Email
- Role Name
- Department ID
- Notes
- Employee Type
- Default Hourly Rate
- Tag Names
- Start Date
- End Date
Action
Write
- Name
  Required
- 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
Action
Write
- Project ID
  Required
- People IDs
  Required
- Status
- Hours
  Required
- Start Date
  Required
- End Date
  Required
- Name
- Notes
- Repeat State
- Repeat End Date
- Start Time
Action
Write
- Project ID
  Required
- Logged Time ID
  Required
- Date
- Hours
  Required
- Person ID
- Task Name
- Notes
Action
Write
- Person ID
  Required
- Name
  Required
- People Type
- Email
- Role Name
- Department ID
- Notes
- Employee Type
- Default Hourly Rate
- Tag Names
- Start Date
- End Date
Action
Write
- Project ID
  Required
- Name
  Required
- 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
Action
Write
- Allocation ID
  Required
- Project ID
- People IDs
- Status
- Hours
  Required
- Start Date
- End Date
- Name
- Notes
- Repeat State
- Repeat End Date
- Start Time
Action
Write
- Person ID (priority over email and tags)
- Email (priority over tags)
- Tag Names
Action
Search
- Allocation ID
  Required
Action
Search
- Person ID (priority over email and tags)
- Email
- Tag Names
- Name
  Required
- People Type
- Role Name
- Department ID
- Notes
- Employee Type
- Default Hourly Rate
- Start Date
- End Date
Action
Search or write
- Allocation ID
  Required
- Project ID
  Required
- People IDs
  Required
- Status
- Hours
  Required
- Start Date
  Required
- End Date
  Required
- Name
- Notes
- Repeat State
- Repeat End Date
- Start Time
Action
Search or write
- Job Reference
Trigger
Polling
Try It
- Job Reference
Trigger
Polling
Try It
Job Updated
Triggers when a job is updated.
Trigger
Polling
Try It
New Client Created
Triggers when a new client is created.
Trigger
Polling
Try It
New Custom Field Created
Triggers when a new custom field is added.
Trigger
Polling
Try It
New Job Created
Triggers when a new job is created.
Trigger
Polling
Try It
New Lead
Triggers when a new lead is created.
Trigger
Polling
Try It
New Purchase Order Created
Triggers when a new purchase order is created.
Trigger
Polling
Try It
New Supplier Created
Triggers when a new supplier is created.
Trigger
Polling
Try It
New Timesheet Created
Triggers when a new timesheet is created.
Trigger
Polling
Try It
New Quote Accepted
Triggers when a quote is accepted.
Trigger
Polling
Try It
- Name
  Required
- First Name
- Last Name
- Other Name
- Client Manager Reference
- Job Manager Reference
- Business Structure Reference
- Client Type Reference
- Favorite
- Email
- Phone
- Fax
- Website
- Referral Source
- Type
- Default
- Address
- City
- State
- Postal Code
- Country
- TFN
- ABN/WPN
- Branch/CAC/ICA #
- ACN
- Vat Number
- Company Number
- Ird Number
- NZBN
- Tax Number
- Year End Date
- Balance Date
- Zero Rated Tax Reference
- Billing Client Reference
- Task Reference
- Billable Rate
- Markup
- Custom Payment Day
- Custom Payment Term
- Client Group Reference
- Contact Reference
- Position
- Primary
- Included In Email
- Related Client Reference
- Type
- Start Date
- End Date
- Number of Shares
- Percentage
Action
Write
- Client Reference
  Required
- Job Name
  Required
- Job Status
  Required
- Start Date
  Required
- Due Date
  Required
- Priority
  Required
- Job Number
- Contact Reference
- Job Manager
- Client Manager
- Job Category
- Budget
- Description
- Exclude from Estimated Billings
- Staff Assigned
- Job Template
Action
Write
- Job Reference
  Required
- Task Reference
  Required
- Estimated Minutes
- Phase Reference
- Task Label
- Description
- Billable
- Start Date
- End Date
- Staff Reference
- Allocated Time
Action
Write
- Job Reference
  Required
- Supplier Reference
  Required
- Status
  Required
- Description
- Delivery Address
- Job Cost Identifier
- Cost Identifier
- Cost Name
- Type
- Note
- Quantity
- Unit Cost
- Cost Code
- Tax1 Identifier
- Tax2 Identifier
Action
Write
- Job Reference
  Required
- Job Task Reference
  Required
- Staff Reference
  Required
- Date
  Required
- Minutes
- Start Time
- End Time
- Note
- Billable
Action
Write
- Name
  Required
Action
Search
- Job Reference
  Required
- Fields to Include
  Required
Action
Search
- Staff Reference
  Required
Action
Search
- Client Reference
  Required
Action
Search
- Job Status Reference
  Required
Action
Search

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Customers have created over 25 million Zaps on the platform

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Connect Float and WorkflowMax 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

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Make work flow with AI

Level up your Float to WorkflowMax integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Float

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

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Scheduling & Booking

About WorkflowMax

WorkflowMax is a powerful cloud-based project management software designed to help businesses streamline their operations and increase productivity.

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