Create new clients in Float from new boards on monday.com
Streamline your workflow by bridging monday.com with Float. Whenever a new board is set up in your monday.com app, this intuitive automation creates a new client in Float simultaneously. Simplify project management and ensure every client is promptly added for seamless operations with this efficient and time-saving solution.
- When this happens...

New BoardTriggers when a new board is created.TriggerPolling - automatically do this!

Create ClientCreates a new client.ActionWrite
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More things you can do with monday.com and Float
Discover other triggers and actions you can use with monday.com and Float
- Formula_columns_notice
- Board IDRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Formula_columns_notice
- Board IDRequired
- Group Names to trigger on
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Formula_columns_notice
- Board IDRequired
- Column IDRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Formula_columns_notice
- Board IDRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Formula_columns_notice
- Board IDRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Board IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Item IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Formula_columns_notice
- Board IDRequired
- Item IDRequired
- Override empty fields
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Board IDRequired
- Column TitleRequired
- Column TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Board IDRequired
- Group ID
- Item NameRequired
- Subitem Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Item IDRequired
- BodyRequired
- Parent Update ID
- User Mentions
- Team Mentions
- Include team mentions in body
- Board Mentions
- Project Mentions
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Item IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- BoardRequired
- ItemRequired
- Include Updates?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Formula_columns_notice
- Board IDRequired
- Item IDRequired
- Subitem IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Formula_columns_notice
- Board
- ItemRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Formula_columns_notice
- Board IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Board IDRequired
- Item IDRequired
- ColumnRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Board IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
New ClientTriggers 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 PersonTriggers 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 ProjectTriggers 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 AllocationTriggers 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 ProjectTriggers 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 AllocationTriggers when an allocation is modified.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- TemplateRequired
- Project CodeRequired
- Start DateRequired
- Name
- Overrides_divider
- All PMs Have Edit Rights
- Billable
- Status
- Stage
- Color
- Notes
- Client ID
- Project Owner
- Locked Task List
- Budget Type
- Budget Total
- Budget Priority
- Same rate for everyone
- Rate Card
- Currency Code
- FX Rate
- Tags
- End Date
- Active State
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
- People Code
- Email
- Role Name
- Department ID
- Notes
- Employee Type
- Default Hourly Rate
- Tag Names
- Start Date
- End Date
- Active State
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
- Stage
- Color
- Notes
- Client ID
- Project Owner
- Locked Task List
- Budget Type
- Budget Total
- Budget Priority
- Same rate for everyone
- Rate Card
- Currency Code
- FX Rate
- Tags
- Start Date
- End Date
- Active State
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
- Name
- People Type
- People Code
- Email
- Role Name
- Department ID
- Notes
- Employee Type
- Default Hourly Rate
- Tag Names
- Start Date
- End Date
- Active State
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Project IDRequired
- Name
- Project Code
- All PMs Have Edit Rights
- Billable
- Tentative
- Status
- Stage
- Color
- Notes
- Client ID
- Project Owner
- Locked Task List
- Budget Type
- Budget Total
- Budget Priority
- Same rate for everyone
- Rate Card
- Currency Code
- FX Rate
- Tags
- Start Date
- End Date
- Active State
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 people code, email and tags)
- People Code (priority over email and tags)
- Email (priority over tags)
- Tag Names
- Active
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
- Active
- Include Phases
- Include Expenses
- Include Project Tasks
- Include Project Team
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 people code, email and tags)
- People Code
- Email
- Tag Names
- Active State
- 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- Project ID (priority over project_code and tags)
- Project Code
- Tags
- Active State
- Include Phases
- Include Expenses
- Include Project Tasks
- Include Project Team
- NameRequired
- All PMs Have Edit Rights
- Billable
- Tentative
- Status
- Stage
- Color
- Notes
- Client ID
- Project Owner
- Locked Task List
- Budget Type
- Budget Total
- Budget Priority
- Same rate for everyone
- Rate Card
- Currency Code
- FX 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
- Formula_columns_notice
- Item_created_in_board_copy
- Board IDRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New BoardTriggers when a new board is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Formula_columns_notice
- Board IDRequired
- Column IDsRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Formula_columns_notice
- Board IDRequired
- Column IDRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Formula_columns_notice
- Board IDRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New UserTriggers when a new user joins your monday.com account.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Board IDRequired
- Group IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Formula_columns_notice
- Board IDRequired
- Item IDRequired
- New Item Name ValueRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Board NameRequired
- Board KindRequired
- Template Id
- Workspace Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Board IDRequired
- Group NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Formula_columns_notice
- Board IDRequired
- Item NameRequired
- Subitem NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Board IDRequired
- Group IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Board IDRequired
- Group IDRequired
- New Group Title
- Should add group to top?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Formula_columns_notice
- BoardRequired
- ItemRequired
- GroupRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Board IDRequired
- Item IDRequired
- ColumnRequired
- FileRequired
- File NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Formula_columns_notice
- Find_items_limit_notice
- BoardRequired
- Column to SearchRequired
- Include Subitems?
- Include Updates?
ActionThis is an event a Zap performs.SearchFind existing data in your app- Board IDRequired
- User :Required
ActionThis is an event a Zap performs.SearchFind existing data in your app- Formula_columns_notice
- Board IDRequired
- Item IDRequired
- Column
ActionThis is an event a Zap performs.SearchFind existing data in your app- BoardRequired
- GroupRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Board IDRequired
- User :Required
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 MilestoneTriggers 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 PhaseTriggers 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 TaskTriggers 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 OffTriggers 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 PhaseTriggers 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 TaskTriggers 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.- 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 State
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 State
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- Phase ID (priority over Project ID)
- Project ID
- Active
- Include Phase Tasks
- Include Phase Team
ActionThis is an event a Zap performs.SearchFind existing data in your app- Active
- Client
- Currency Code
- Include Roles
- Include Project Count
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- Phase ID (priority over Project ID)
- Project IDRequired
- Active State
- Include Phase Tasks
- Include Phase Team
- NameRequired
- Start DateRequired
- End DateRequired
- Color
- Notes
- Budget Total
- Default Hourly Rate
- Billable
- Status
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




