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  • Xero logoXero logo

Float + Xero

Create new Float projects from incoming Xero quotes

Start a fresh project in Float each time a new quote comes in via Xero. This automation eliminates delays and keeps you ahead in your project planning activity. Utilizing the same terminology as Float and Xero, this integration ensures a seamless transition from quote approval to project initiation, boosting your operational efficiency.

Start a fresh project in Float each time a new quote comes in via Xero. This automation eliminates delays and keeps you ahead in your project planning activity. Utilizing the same terminology as Float and Xero, this integration ensures a seamless transition from quote approval to project initiation, boosting your operational efficiency.

  1. When this happens...
    XeroXero
    New Quote

    Triggers when a new quote is created.

    TriggerPolling
  2. automatically do this!
    FloatFloat
    Create Project

    Creates a new project.

    ActionWrite
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Supported triggers and actions

    • OrganizationRequired

    Trigger
    Polling
    Try It
    • OrganizationRequired

    • Report TypeRequired

    Trigger
    Polling
    Try It
    • OrganizationRequired

    • Payment Type

    Trigger
    Polling
    Try It
    • OrganizationRequired

    • Status

    Trigger
    Polling
    Try It
    • OrganizationRequired

    • Status

    • Type

    Trigger
    Polling
    Try It
    • OrganizationRequired

    • Days OverdueRequired

    Trigger
    Polling
    Try It
    • OrganizationRequired

    • Project State

    Trigger
    Polling
    Try It
float logo
float logo

About Float

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

Related categories

xero logo
xero logo

About Xero

Xero is an accounting app that lets you track businesses expenses and accounting with intuitive mobile apps and web interfaces for point-of-sale, ecommerce, time-tracking, and more.

Related categories