Float + Simplicate
Create new Float projects from Simplicate's new projects
Streamline your project management process with this powerful integration between Simplicate and Float. Whenever a new project is added in Simplicate, a corresponding project will be created in Float. This seamless automation of tasks eliminates manual entries, ensuring accuracy and time-efficiency. In short, manage your projects flawlessly across both platforms, making your workflow smoother and more efficient.
Streamline your project management process with this powerful integration between Simplicate and Float. Whenever a new project is added in Simplicate, a corresponding project will be created in Float. This seamless automation of tasks eliminates manual entries, ensuring accuracy and time-efficiency. In short, manage your projects flawlessly across both platforms, making your workflow smoother and more efficient.
- When this happens...
New ProjectsTriggers when new projects are created.
TriggerPollingZapier checks for new data every 15 min on the Free plan - automatically do this!
Create ProjectCreates a new project.
ActionWriteCreate a new record or update an existing record in your app.
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Invoices Paid
Triggers when invoices are paid.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Companies
Triggers when new companies are created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Employees
Triggers when new employees are created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Projects
Triggers when new projects are created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Services
Triggers when new services are created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planQuotes Sent
Triggers when quotes are sent in a sales process.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew or Updated Companies
Triggers when companies are created or updated.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew or Updated Employees
Triggers when employees are created or updated.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew or Updated Projects
Triggers when projects are created or updated.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planUpdated Services
Triggers when services or updated.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planFirst NameRequired
Initials
Family Name Preposition
Family NameRequired
GenderRequired
Relation Type
Email
Phone
Street and House Number
Zip Code
City
Country Code
Note
Company ID
Function
Email
Phone
Custom Field 1 - Name
Custom Field 1 - Value
Custom Field 2 - Name
Custom Field 2 - Value
Custom Field 3 - Name
Custom Field 3 - Value
Custom Field 4 - Name
Custom Field 4 - Value
Custom Field 5 - Name
Custom Field 5 - Value
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Project IDRequired
Amount
Price
Invoice from
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SubjectRequired
Company IDRequired
Contact ID
Expected Revenue
Start Date
End Date
Source
Chance to Score
Responsible Employee ID
Progress
Organization Profile ID
Note
Custom Field 1 - Name
Custom Field 1 - Value
Custom Field 2 - Name
Custom Field 2 - Value
Custom Field 3 - Name
Custom Field 3 - Value
Custom Field 4 - Name
Custom Field 4 - Value
Custom Field 5 - Name
Custom Field 5 - Value
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IDRequired
NameRequired
Street and House Number
Zip Code
City
Country Code
Relation Type
KVK
Person ID
Function
Email
Phone
Phone
Email
Note
Custom Field 1 - Name
Custom Field 1 - Value
Custom Field 2 - Name
Custom Field 2 - Value
Custom Field 3 - Name
Custom Field 3 - Value
Custom Field 4 - Name
Custom Field 4 - Value
Custom Field 5 - Name
Custom Field 5 - Value
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IDRequired
NameRequired
Project Number
Company IDRequired
Status
Start Date
End Date
Project Manager ID
Invoice Reference
Company Profile ID
Note
Custom Field 1 - Name
Custom Field 1 - Value
Custom Field 2 - Name
Custom Field 2 - Value
Custom Field 3 - Name
Custom Field 3 - Value
Custom Field 4 - Name
Custom Field 4 - Value
Custom Field 5 - Name
Custom Field 5 - Value
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appContact IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appProject IDRequired
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 planNew 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 planNew 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 planNew 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 planUpdated 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 planUpdated 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 planNameRequired
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 appProject 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 appPerson 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 foundProject 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
Invoices Sent
Triggers when an invoice is sent.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Contacts
Triggers when new contacts are created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Hours
Triggers when new hours are created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Sales
Triggers when new sales are created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Timeline Notes
Triggers when new timeline notes are created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planSales Accepted
Triggers when sales processes are accepted.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew or Updated Contacts
Triggers when contacts created or are updated.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planUpdated Hours
Triggers when hours or updated.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew or Updated Sales
Triggers when sales are created or updated.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNameRequired
Street and House Number
Zip Code
City
Country Code
Relation Type
KVK
Person ID
Function
Email
Phone
Phone
Email
Note
Custom Field 1 - Name
Custom Field 1 - Value
Custom Field 2 - Name
Custom Field 2 - Value
Custom Field 3 - Name
Custom Field 3 - Value
Custom Field 4 - Name
Custom Field 4 - Value
Custom Field 5 - Name
Custom Field 5 - Value
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Sales IDRequired
Default Service IDRequired
Revenue Group ID
VAT Code ID
Amount
Price
Track Hours
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Project Number
Company IDRequired
Status
Start Date
End Date
Project Manager ID
Invoice Reference
Company Profile ID
Note
Custom Field 1 - Name
Custom Field 1 - Value
Custom Field 2 - Name
Custom Field 2 - Value
Custom Field 3 - Name
Custom Field 3 - Value
Custom Field 4 - Name
Custom Field 4 - Value
Custom Field 5 - Name
Custom Field 5 - Value
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ContentRequired
Posted byRequired
Organization ID
Employee ID
Person ID
Sales ID
Project ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IDRequired
First NameRequired
Initials
Family Name Preposition
Family NameRequired
GenderRequired
Relation Type
Email
Phone
Street and House Number
Zip Code
City
Country Code
Note
Company ID
Function
Email
Phone
Custom Field 1 - Name
Custom Field 1 - Value
Custom Field 2 - Name
Custom Field 2 - Value
Custom Field 3 - Name
Custom Field 3 - Value
Custom Field 4 - Name
Custom Field 4 - Value
Custom Field 5 - Name
Custom Field 5 - Value
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IDRequired
SubjectRequired
Company IDRequired
Contact ID
Expected Revenue
Start Date
End Date
Source
Chance to Score
Responsible Employee ID
Progress
Status
Note
Custom Field 1 - Name
Custom Field 1 - Value
Custom Field 2 - Name
Custom Field 2 - Value
Custom Field 3 - Name
Custom Field 3 - Value
Custom Field 4 - Name
Custom Field 4 - Value
Custom Field 5 - Name
Custom Field 5 - Value
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appContact E-mail addressRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSales IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appNew 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 planNew 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 planNew 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 planNew 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 planNew 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 planUpdated 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 planUpdated 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 planNameRequired
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 appAllocation IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appPerson 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 foundAllocation 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
About Float
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