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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 Company" in Simplicate.
You’re connected!
Zapier seamlessly connects Float and Simplicate, 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 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
 Invoices Paid 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 plan
 New Companies New 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 plan
 New Employees New 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 plan
 New Projects New 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 plan
 New Services New 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 plan
 Quotes Sent Quotes 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 plan
 New or Updated Companies New 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 plan
 New or Updated Employees New 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 plan
 New or Updated Projects New 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 plan
 Updated Services Updated Services- Triggers when services or updated. Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
- 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.
- 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 app
- Contact IDRequired
 ActionThis is an event a Zap performs.SearchFind existing data in your app
- Project IDRequired
 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
 Invoices Sent 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 plan
 New Contacts New 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 plan
 New Hours New 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 plan
 New Sales New 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 plan
 New Timeline Notes New 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 plan
 Sales Accepted Sales 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 plan
 New or Updated Contacts New 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 plan
 Updated Hours Updated Hours- Triggers when hours or updated. Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
 New or Updated Sales New 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 plan
- 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.
- 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 app
- Contact E-mail addressRequired
 ActionThis is an event a Zap performs.SearchFind existing data in your app
- Sales IDRequired
 ActionThis is an event a Zap performs.SearchFind existing data in your app
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