Float + WorkflowMax
Float + WorkflowMax
Float + WorkflowMax integrations
Create new Float clients from new WorkflowMax clients
This workflow helps streamline your client management process. Whenever a new client is created in WorkflowMax, it immediately generates a corresponding client profile in Float, making the transition seamless and ensuring your team stays up-to-date. This automation saves time on manual data entry, enhances accuracy, and boosts the efficiency of your client onboarding process.
- When this happens...
New Client CreatedTriggers when a new client is created.TriggerPolling - automatically do this!
Create ClientCreates a new client.ActionWrite
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More things you can do with WorkflowMax and Float
Discover other triggers and actions you can use with WorkflowMax and Float
Job Category CreatedTriggers when a job category is created in job settings.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- New Cost Created
Triggers when a new cost is created in organisation settings.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New Job Status
Triggers when a new job status is created in organisation settings.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New PO Stock Receipt Created
Triggers when a new purchase order stock receipt is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New Quote Issued
Triggers when a quote is issued.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New Task Created
Triggers when a new task is created in organisation settings.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New PO Bill Created
Triggers when a new purchase order bill is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - NameRequired
- 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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Client ReferenceRequired
- Job NameRequired
- Job StatusRequired
- Start DateRequired
- Due DateRequired
- PriorityRequired
- Job Number
- Contact Reference
- Job Manager
- Client Manager
- Job Category
- Budget
- Description
- Exclude from Estimated Billings
- Staff Assigned
- Job Template
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Job ReferenceRequired
- Task ReferenceRequired
- Estimated Minutes
- Phase Reference
- Task Label
- Description
- Billable
- Start Date
- End Date
- Staff Reference
- Allocated Time
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Job ReferenceRequired
- Supplier ReferenceRequired
- StatusRequired
- Description
- Delivery Address
- Job Cost Identifier
- Cost Identifier
- Cost Name
- Type
- Note
- Quantity
- Unit Cost
- Cost Code
- Tax1 Identifier
- Tax2 Identifier
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Job ReferenceRequired
- Job Task ReferenceRequired
- Staff ReferenceRequired
- DateRequired
- Minutes
- Start Time
- End Time
- Note
- Billable
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Job ReferenceRequired
- Cost ReferenceRequired
- Include Additional Data
ActionThis is an event a Zap performs.SearchFind existing data in your app- Staff ReferenceRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Client ReferenceRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Job Status ReferenceRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
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
- Job Reference
- Include Additional Data
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Job Updated
Triggers when a job is updated.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New Client Created
Triggers when a new client is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New Custom Field Created
Triggers when a new custom field is added.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New Purchase Order Created
Triggers when a new purchase order is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New Timesheet Created
Triggers when a new timesheet is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New Quote Accepted
Triggers when a quote is accepted.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Job Reference
- Include Additional Data
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Cost NameRequired
- Unit CostRequired
- Unit PriceRequired
- Cost TypeRequired
- BillableRequired
- 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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Job ReferenceRequired
- DateRequired
- Cost Reference
- Cost Name
- Unit Cost
- Unit Price
- QuantityRequired
- ActualRequired
- Phase Reference
- Supplier Reference
- Cost Code
- Type
- Billable
- Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Client ReferenceRequired
- Contact Reference
- NameRequired
- Estimated ValueRequired
- Lead Template Reference
- Lead DateRequired
- Details
- Lead Category Reference
- Lead Owner Reference
- Estimated Job Start Date
- Estimated Duration (weeks)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Task NameRequired
- Base RateRequired
- Billable RateRequired
- Description
- Tax Reference 1
- Tax Reference 2
- Export Code
- Income Account Reference
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Account CodeRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Job Task ReferenceRequired
- Job Reference
- Include Additional Data
ActionThis is an event a Zap performs.SearchFind existing data in your app- Tax NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Job ReferenceRequired
- Job Data to Include
ActionThis is an event a Zap performs.SearchFind existing data in your app- 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
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