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Choose a trigger
A trigger is the event that starts your Zap—like a "Get Conversation Messages" from CloudBlue Connect.
Add your action
An action happens after the trigger—such as "Create Client" in Float.
You’re connected!
Zapier seamlessly connects CloudBlue Connect and Float, 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.
- Id of the request or listing to retrieve messages forRequired
 Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
- Case StatusRequired
- Additional filters
- Amount of records per batch query
 Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
- Additional filters
- Amount of records per batch query
- Process requests in batch
 Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
- Additional filters
- Amount of records per batch query
- Process requests in batch
 Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
- Additional filters
- Amount of records per batch query
- Process requests in batch
 Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
- Request Status
- Additional filters
 Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
- Request Status
- Additional filters
 Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
- Request IDRequired
- Template IDRequired
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Request IDRequired
- ActionRequired
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Request IDRequired
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Asset IDRequired
- Parameter ID
- Value
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Asset IDRequired
- Item IDRequired
- QuantityRequired
- Parameter ID
- Value
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Hub IDRequired
- Asset External IDRequired
- Asset External UID
- Tiers involved in the requestRequired
- Tier 1 External IDRequired
- Tier 1 External UID
- Tier 1 Account NameRequired
- Tier 1 Address Line 1Required
- Tier 1 Address Line 2
- Tier 1 Postal CodeRequired
- Tier 1 CityRequired
- Tier 1 State or ProvinceRequired
- Tier 1 CountryRequired
- Tier 1 Contact First NameRequired
- Tier 1 Contact Last NameRequired
- Tier 1 EmailRequired
- Tier 1 Phone NumberRequired
- Customer External IDRequired
- Customer External UID
- Customer Account NameRequired
- Customer Address Line 1Required
- Customer Address Line 2
- Customer Postal CodeRequired
- Customer CityRequired
- Customer State or ProvinceRequired
- Customer CountryRequired
- Customer Contact First NameRequired
- Customer Contact Last NameRequired
- Customer EmailRequired
- Customer Phone NumberRequired
- Item IDRequired
- QuantityRequired
- Parameters
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Asset IDRequired
- Parameter ID
- Value
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Asset Lookup FieldRequired
- Asset Lookup ValueRequired
- Period FromRequired
- Period ToRequired
- Period DeltaRequired
- Period UOMRequired
- ItemsRequired
- Attributes
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Product IDRequired
- SubjectRequired
- Description of the case
- Priority of the caseRequired
- Type of the caseRequired
- Receiver account IDRequired
- Recipient IDRequired
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Object IDRequired
- MessageRequired
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Tier Configuration IDRequired
- ParametersRequired
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Request IDRequired
- ReasonRequired
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Request IDRequired
- Parameter IDRequired
- ValueRequired
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Request IDRequired
- Parameter IDRequired
- ValueRequired
- Notes
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Case IDRequired
- Inquire message
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Request IDRequired
- Note
- Template ID
- Parameter IDRequired
- Error TextRequired
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Request IDRequired
- Notes
- Parameter IDRequired
- Error TextRequired
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Request IDRequired
- ReasonRequired
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Request IDRequired
- ReasonRequired
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Caset IDRequired
- Product IDRequired
- Subject
- Description of the case
- Issuer Account
- Issuer Actor
- Recipient ID
- Receiver Account
- Receiver Actor
- Recipient IDRequired
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Additional filters
 ActionThis is an event a Zap performs.SearchFind existing data in your app
- Case idRequired
- Additional filters
 ActionThis is an event a Zap performs.SearchFind existing data in your app
- Additional filters
 ActionThis is an event a Zap performs.SearchFind existing data in your app
- Request Status
- Additional filters
 ActionThis is an event a Zap performs.SearchFind existing data in your app
- Additional filters
 ActionThis is an event a Zap performs.SearchFind existing data in your app
 New Client 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 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 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 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 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 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
- Additional filters
- Amount of records per batch query
- Process requests in batch
 Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
- Case idRequired
- Additional filters
- Amount of records per batch query
 Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
- Product IDRequired
- Object classRequired
- Name for newly created Connect WebhookRequired
- DescriptionRequired
 Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
- Request Status
- Additional filters
- Amount of records per batch query
- Process requests in batch
 Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
- Request Status
- Additional filters
- Amount of records per batch query
- Process requests in batch
 Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
- Request IDRequired
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Request IDRequired
- Template IDRequired
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Case IDRequired
- Feedback of the resolution
- Rating of the resolution of the case
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Hub IDRequired
- Asset External IDRequired
- Asset External UID
- Tiers involved in the requestRequired
- Tier 1 External IDRequired
- Tier 1 External UID
- Tier 1 Account NameRequired
- Tier 1 Address Line 1Required
- Tier 1 Address Line 2
- Tier 1 Postal CodeRequired
- Tier 1 CityRequired
- Tier 1 State or ProvinceRequired
- Tier 1 CountryRequired
- Tier 1 Contact First NameRequired
- Tier 1 Contact Last NameRequired
- Tier 1 EmailRequired
- Tier 1 Phone NumberRequired
- Customer External IDRequired
- Customer External UID
- Customer Account NameRequired
- Customer Address Line 1Required
- Customer Address Line 2
- Customer Postal CodeRequired
- Customer CityRequired
- Customer State or ProvinceRequired
- Customer CountryRequired
- Customer Contact First NameRequired
- Customer Contact Last NameRequired
- Customer EmailRequired
- Customer Phone NumberRequired
- ItemsRequired
- Parameters
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Asset IDRequired
- ItemsRequired
- External Attributes
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Hub IDRequired
- Asset External IDRequired
- Asset External UID
- Tiers involved in the requestRequired
- Tier 1 External IDRequired
- Tier 1 External UID
- Tier 1 Account NameRequired
- Tier 1 Address Line 1Required
- Tier 1 Address Line 2
- Tier 1 Postal CodeRequired
- Tier 1 CityRequired
- Tier 1 State or ProvinceRequired
- Tier 1 CountryRequired
- Tier 1 Contact First NameRequired
- Tier 1 Contact Last NameRequired
- Tier 1 EmailRequired
- Tier 1 Phone NumberRequired
- Customer External IDRequired
- Customer External UID
- Customer Account NameRequired
- Customer Address Line 1Required
- Customer Address Line 2
- Customer Postal CodeRequired
- Customer CityRequired
- Customer State or ProvinceRequired
- Customer CountryRequired
- Customer Contact First NameRequired
- Customer Contact Last NameRequired
- Customer EmailRequired
- Customer Phone NumberRequired
- ItemsRequired
- Parameters
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Hub IDRequired
- Asset External IDRequired
- Asset External UID
- Tiers involved in the requestRequired
- Tier 1 External IDRequired
- Tier 1 External UID
- Tier 1 Account NameRequired
- Tier 1 Address Line 1Required
- Tier 1 Address Line 2
- Tier 1 Postal CodeRequired
- Tier 1 CityRequired
- Tier 1 State or ProvinceRequired
- Tier 1 CountryRequired
- Tier 1 Contact First NameRequired
- Tier 1 Contact Last NameRequired
- Tier 1 EmailRequired
- Tier 1 Phone NumberRequired
- Customer External IDRequired
- Customer External UID
- Customer Account NameRequired
- Customer Address Line 1Required
- Customer Address Line 2
- Customer Postal CodeRequired
- Customer CityRequired
- Customer State or ProvinceRequired
- Customer CountryRequired
- Customer Contact First NameRequired
- Customer Contact Last NameRequired
- Customer EmailRequired
- Customer Phone NumberRequired
- Item IDRequired
- QuantityRequired
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Asset IDRequired
- Parameter ID
- Value
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Asset Lookup FieldRequired
- Asset Lookup ValueRequired
- Period FromRequired
- Period ToRequired
- Period DeltaRequired
- Period UOMRequired
- Item IDRequired
- Attributes
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Case IDRequired
- Text of the comment
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Account IDRequired
- Account External IDRequired
- Account External UID
- Account Account NameRequired
- Account Address Line 1Required
- Account Address Line 2
- Account Postal CodeRequired
- Account CityRequired
- Account State or ProvinceRequired
- Account CountryRequired
- Account Contact First NameRequired
- Account Contact Last NameRequired
- Account EmailRequired
- Account Phone NumberRequired
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Tier Configuration IDRequired
- Parameter IDRequired
- ValueRequired
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Request IDRequired
- ParametersRequired
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Request IDRequired
- ParametersRequired
- Notes
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Request IDRequired
- ReasonRequired
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Request IDRequired
- Note
- Template ID
- ParametersRequired
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Request IDRequired
- Note
- Template ID
- ParametersRequired
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Case IDRequired
- Pending message
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Case IDRequired
- Resolve message
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Request IDRequired
- Planned Date
 ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- Additional filters
 ActionThis is an event a Zap performs.SearchFind existing data in your app
- Case StatusRequired
- Additional filters
 ActionThis is an event a Zap performs.SearchFind existing data in your app
- Additional filters
 ActionThis is an event a Zap performs.SearchFind existing data in your app
- Additional filters
 ActionThis is an event a Zap performs.SearchFind existing data in your app
- Additional filters
 ActionThis is an event a Zap performs.SearchFind existing data in your app
- Request Status
- Additional filters
 ActionThis is an event a Zap performs.SearchFind existing data in your app
 New Department 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 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 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 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 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 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 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
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Connect CloudBlue Connect and Float to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
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