Float + Zoho Invoice

Create new Float projects from new Zoho Invoice projects

Streamline your project management and billing processes with this workflow. When a new project is created in Zoho Invoice, it will promptly create a corresponding project in Float. This seamless integration enhances efficiency and ensures all your new billing projects are mirrored in your management tool for comprehensive tracking and coordination.

When this happens...
New ProjectTriggers when a New Project is created.
TriggerInstant
automatically do this!
Create ProjectCreates a new project.
ActionWrite

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More things you can do with Zoho Invoice and Float

Discover other triggers and actions you can use with Zoho Invoice and Float

- Organization
- Contact
  Required
Trigger
Polling
Try It
- Organization
  Required
Trigger
Instant
Try It
- Organization
  Required
Trigger
Instant
Try It
- Organization
  Required
Trigger
Instant
Try It
- Organization
  Required
Trigger
Instant
Try It

- Organization
Trigger
Instant
Try It
- Organization
- Contact
  Required
- Salutation
- First Name
- Last Name
- Email
- Phone
- Mobile
- Skype
- Designation
- Department
Action
Write

- Organization
- Credit Note Number
- Customer Name
  Required
- Reason
- Credit Note Date
  Required
- Name
  Required
- Rate
  Required
- Quantity
  Required
- Discount
- Description
- Discount Type
- Discount
- Exchange Rate
- Notes
- Terms
- Shipping Charge
- Invoice Type
Action
Write
- Organization
  Required
- Estimate Number
- Customer Name
  Required
- Estimate Date
- Expiry Date
- Name
  Required
- Rate
  Required
- Quantity
  Required
- Discount
- Description
- Discount Type
- Discount
- Exchange Rate
- Estimate Notes
- Estimate Terms
- Shipping Charge
- Associate Primary Contact Persons to Estimate
- Email Estimate to Customer
- Mark Estimate as Sent
Action
Write
- Organization
- Item Name
  Required
- Rate
  Required
- Item Description
- SKU
- Unit
- Is Taxable
- Tax Exemption
Action
Write
- Organization
  Required
- Customer ID
  Required
- Contact Name
- Contact Type
- Company Name
- Website
- Payment Terms
- Notes
- Language
- Billing Address
- Billing Address Street
- Billing Address City
- Billing Address State
- Billing Address ZIP
- Billing Address Country
- Billing Address Fax
- Billing Address Phone
- Shipping Address
- Shipping Address Street
- Shipping Address City
- Shipping Address State
- Shipping Address ZIP
- Shipping Country
- Shipping Address Fax
- Shipping Address Phone
- Contact Person Phone Number
- Salutation
- First Name
- Last Name
- EmailID
- Mobile
- Phone
- Primary Contact
- Currency
- GST Treatment
- GSTIN or UIN
- Place of Contact
- Tax Preference
- Vat Treatment
- TRN Number
- Tax Treatment
- Tax Exempt Code
- Tax Authority Name
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Organization
- Invoice Number
Action
Search
New Client
Triggers when a new client is added.
Trigger
Polling
Try It
- Person ID
- Project ID
Trigger
Polling
Try It
New Person
Triggers when a new person is added.
Trigger
Polling
Try It
New Project
Triggers when a new project is created.
Trigger
Polling
Try It
New Allocation
Triggers when a new allocation is created.
Trigger
Polling
Try It
- Person ID
- Project ID
Trigger
Polling
Try It
Updated Project
Triggers when a project is modified.
Trigger
Polling
Try It
Updated Allocation
Triggers when an allocation is modified.
Trigger
Polling
Try It
- 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

- Organizations
  Required
Trigger
Instant
Try It
- Organizations
  Required
Trigger
Instant
Try It
- Organizations
  Required
Trigger
Instant
Try It
- Organization
  Required
- Status
Trigger
Instant
Try It
- Organizations
  Required
Trigger
Instant
Try It
- Organizations
  Required
Trigger
Instant
Try It
- Organization
  Required
- Customer Name
  Required
- Invoice Number
  Required
- Payment Mode
  Required
- Amount
  Required
- Description
- Reference Number
Action
Write
- Organization
  Required
- Contact Name
  Required
- Contact Type
- Company Name
- Website
- Payment Terms
- Notes
- Language
- Billing Address
- Billing Address Street
- Billing Address City
- Billing Address State
- Billing Address ZIP
- Billing Address Country
- Billing Address Fax
- Billing Address Phone
- Shipping Address
- Shipping Address Street
- Shipping Address City
- Shipping Address State
- Shipping Address ZIP
- Shipping Country
- Shipping Address Fax
- Shipping Address Phone
- Salutation
- First Name
- Last Name
- EmailID
- Mobile
- Phone
- Primary Contact
- Currency
- GST Treatment
- GSTIN or UIN
- Place of Contact
- Tax Preference
- Vat Treatment
- TRN Number
- Tax Treatment
- Tax Exempt Code
- Tax Authority Name
Action
Write
- Organization
  Required
- Customer Name
- Customer ID
- Invoice Number
- Invoice Date
- Due Date
- Order Number
- Payment Terms
- Line Item Name
  Required
- Line Item Rate
  Required
- Line Item Quantity
  Required
- Line Item Description
- Line Item Discount
- Tax Rate
- Tax ID
- Exchange Rate
- Discount
- Discount Before Tax
- Discount Type
- Notes
- Terms
- Allow Partial Payments
- Shipping Charge
- Adjustments
- Adjustment Description
- Salesperson Name
- Tax Inclusive
- Payment Gateway
- Paypal Payment Method
- Associate Primary Contact Persons to Invoice
- Email Invoice to Customer
- Mark Invoice as Sent
Action
Write
- Organization
- Retainer Invoice Number
- Customer Name
  Required
- Retainer Invoice Date
  Required
- Description
  Required
- Rate
  Required
- Retainer Invoice Notes
- Retainer Invoice Terms
- Send Retainer Invoice Only to Primary Contact
Action
Write
- Organization
  Required
- Customer Name
  Required
- Invoice Number
  Required
- Invoice Date
- Due Date
- Order Number
- Payment Terms
- Line Item Name
  Required
- Line Item Rate
  Required
- Line Item Quantity
  Required
- Line Item Description
- Line Item Discount
- Tax Rate
- HSN or SAC
- Exchange Rate
- Discount
- Discount Before Tax
- Discount Type
- Notes
- Reason
  Required
- Terms
- Allow Partial Payments
- Shipping Charge
- Adjustments
- Adjustment Description
- Salesperson Name
- Tax Inclusive
- Send Invoice Only to Primary Contact
Action
Write
- Organization
- Email
Action
Search
- Organization Name
  Required
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

About Float

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

Learn moreLearn moreHelpHelp

Related categories

Scheduling & Booking

About Zoho Invoice

Zoho Invoice is an easy invoice software meant for small businesses and freelancers. Accept payments online, automate payment reminders and recurring billing.

Learn moreLearn moreHelpHelp

Related categories

Proposal & Invoice Management

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