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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 Time Entry" in MOCO.
You’re connected!
Zapier seamlessly connects Float and MOCO, 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.
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- Approved Holiday Request
Triggers when a holiday request is approved.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Comment
Triggers when a new comment is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Contact Person
Triggers when a new contact person is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Lead
Triggers when a new lead was created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Holiday Request
Triggers when a new holiday request is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Exported Invoice (Bookkeeping)
Triggers when a new invoice is exported (for the bookkeeping).
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Invoice Status
Triggers when the status of an invoice is changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Planning Entry
Triggers when a new Planning Entry is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Project
Triggers when a new project is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Project Budget Alert
Triggers when a project budget alert event has happened.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Outgoing Payment
Triggers when a new outgoing payment is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Sales Activity
Triggers when a new sales activity has happened.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New User
Triggers when a new User is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Unarchived Project
Triggers when a project is made active again.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Updated Company
Triggers when a company was updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Updated Lead
Triggers when a lead was updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Updated Invoice
Triggers when an invoice was updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Updated Planning Entry
Triggers when a Planning Entry was updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Updated Project
Triggers when a project was updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Updated User
Triggers when a User was updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - TargetRequired
- MessageRequired
- User
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
- Identifier
- CurrencyRequired
- UserRequired
- Fax
- Email
- Phone
- Address
- Vat
- Website
- Info
- Country Code
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Invoice
- TotalRequired
- DateRequired
- CurrencyRequired
- Partial payment?
- Transaction Identifier
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- CompanyRequired
- Identifier
- NameRequired
- CurrencyRequired
- Billing ByRequired
- Hourly Rate
- Budget
- Budget Expenses
- LeaderRequired
- Finish Date
- Info
- Fixed price?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Purchase
- DateRequired
- TotalRequired
- CurrencyRequired
- Description
- Transaction Identifier
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- UserRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ID
- Identifier
- Name
- Type
ActionThis is an event a Zap performs.SearchFind existing data in your app- ID
- Name
- Status
- Contact Work Email
- Company Name
ActionThis is an event a Zap performs.SearchFind existing data in your app- ID
- Identifier
ActionThis is an event a Zap performs.SearchFind existing data in your app- ID
- Date
- ProjectRequired
- UserRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- ID
- Identifier
- Receipt Identifier
ActionThis is an event a Zap performs.SearchFind existing data in your app- ID
- ProjectRequired
- Task NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
- New Department
Triggers 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- New Time Entry
Triggers when a new time entry is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Company
Triggers when a new company is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Client
Triggers when a new client is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Expense
Triggers when an expense is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Invoice
Triggers when a new invoice is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Incoming Payment
Triggers when a new incoming payment is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Offer
Triggers when a new offer is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Presence
Triggers when a new Presence is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Project Assignment
Triggers when a person is assigned to a project.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Purchase
Triggers when a new purchase is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Recurred Expense
Triggers when an expense is recurred.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Task
Triggers when a new task is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Archived Project
Triggers when a project is archived.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Updated Time Entry
Triggers when a time entry was updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Updated Contact Person
Triggers when a contact person was updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Updated Expense
Triggers when an expense was updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Updated Offer
Triggers when an offer was updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Updated Presence
Triggers when a Presence was updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Updated Purchase
Triggers when a purchase was updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - UserRequired
- ProjectRequired
- DateRequired
- DescriptionRequired
- Task NameRequired
- Tag
- SecondsRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Gender
- First NameRequired
- Last NameRequired
- Title
- Mobile Phone
- Work Phone
- Work Fax
- Work Email
- Work Address
- Home Email
- Home Address
- Birthday
- Company
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ProjectRequired
- TitleRequired
- Description
- DateRequired
- QuantityRequired
- UnitRequired
- Unit PriceRequired
- Unit CostRequired
- BillableRequired
- Included in Budget?Required
- File
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
- AmountRequired
- CurrencyRequired
- Reminder DateRequired
- Info
- Responsible
- Company
- Stage
- Contact
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- SupplierRequired
- CreatorRequired
- File
- DateRequired
- Due Date
- Service Period From
- Service Period To
- Invoice number
- CurrencyRequired
- Payment MethodRequired
- Info
- TitleRequired
- TotalRequired
- Tax (%)Required
- Tax included in Total?Required
- Category
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Task NameRequired
- Project IdentifierRequired
- Hourly Rate
- Task Budget
- Active
- Billable
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ID
- Date
- ProjectRequired
- UserRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- ID
- Firstname
- Lastname
- Work Email
- Phone Number
- Company Name
ActionThis is an event a Zap performs.SearchFind existing data in your app- ID
- Title
- ProjectRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- ID
- Identifier
ActionThis is an event a Zap performs.SearchFind existing data in your app- ID
- Identifier
- Company Name
- Name
ActionThis is an event a Zap performs.SearchFind existing data in your app- ID
- Name
- Credit Account
ActionThis is an event a Zap performs.SearchFind existing data in your app- ID
- Last Name
- First Name
- Email
ActionThis is an event a Zap performs.SearchFind existing data in your app
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Connect Float and MOCO to integrate crucial parts of your business
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