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Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Check Transaction Updated (Choose Fields) " from BQE CORE.

Add your action

An action happens after the trigger—such as "Create Client" in Float.

You’re connected!

Zapier seamlessly connects BQE CORE 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.

- Property Name
  Required
Trigger
Instant
Try It
- Property Name
  Required
Trigger
Instant
Try It
Employee Updated - Terminated Status
Triggers when an Employee is terminated.
Trigger
Instant
Try It
Expense Entry Updated - Approved Status
Triggers when an expense entry is approved.
Trigger
Instant
Try It
- Property Name
  Required
Trigger
Instant
Try It

- Property Name
  Required
Trigger
Instant
Try It
- Select Custom Field
  Required
Trigger
Instant
Try It

- Select Module
  Required
Trigger
Instant
Try It
- Select Module
  Required
- Work Flow Action
Trigger
Instant
Try It
- Property Name
  Required
Trigger
Instant
Try It
- Property Name
  Required
Trigger
Instant
Try It
- Property Name
  Required
Trigger
Instant
Try It
- Date
  Required
- Account ID
  Required
- Payee
- Number
- Amount
- Use Integration ID
- Pay Amount
  Required
- Discount Account
- Credit
- Discount
- Payee
  Required
- Vendor Bill Number
  Required
Action
Write
- Display Name
  Required
- Client Manager
- Payment Terms
- Main Expense Tax
- Main Service Tax
- Memo
- Use Integration ID
- Street 1
- Street 2
- City
- State
- Country
- ZIP
Action
Write
- Contact Name
  Required
- Company
- First Name
- Last Name
- Department
- Title
- PrimaryContact
- Use Integration ID
- Title
- Street1
- Street 2
- City
- State
- Country
- ZIP
Action
Write
- Account
  Required
- Date
  Required
- Use Integration ID
- Account
  Required
- Amount
  Required
Action
Write
- Expense Code
  Required
- Description
  Required
- Expense Sub Code
- Item is Billable?
- Item is Reimbursable?
- Cost Rate
- Memo
- Use Integration ID
Action
Write
- Date
  Required
- Reference Number
- Use Integration ID
- Account
  Required
- Amount
  Required
- Is Debit entry?
- Class
- Memo
Action
Write
- Date
  Required
- Description
  Required
- Master Entity
  Required
- Note Category
  Required
- Note Status
  Required
- Use Integration ID
- Created By
Action
Write
- Project ID
- Project Code
  Required
- Project Name
  Required
- Client
  Required
- Project Manager
  Required
- Project Type
  Required
- Main Service Tax
- Main Expense Tax
- Start Date
- Project Due Date
- Expense Account
- Income Account
- Currency
- Memo
- Project Originator
- Use Integration ID
- Street 1
- Street 2
- City
- State
- Country
- ZIP
Action
Write
- Assigned To
  Required
- Description
  Required
- Start Date
- End Date
- Memo
- Use Integration ID
Action
Write
- Date
  Required
- Bill Number
  Required
- Vendor
  Required
- Reference Number
- Use Integration ID
- Project
- Item
- Description
- Units/Hrs
- Cost Rate
- Bill Rate
- Markup
- Purchase Tax
- Is Billable?
- Memo
- Item Type
- AccountID
- Expense Amount
- Class
- Memo
Action
Write
- ID
- Name
- First Name
- Last Name
- Bill Rate
- Cost Rate
Action
Write
- ID
  Required
- Project ID
- Project Name
- Contract Amount
Action
Write
- ID
  Required
- Start Date
- End Date
- % Complete
Action
Write
- Search Value
  Required
Action
Search
- Search Value
  Required
Action
Search
- Search Value
  Required
Action
Search
- Search Value
  Required
Action
Search
- Search Value
  Required
Action
Search
- Search Value
  Required
Action
Search
- Search Value
  Required
Action
Search
- Search Value
  Required
Action
Search
- Search Value
  Required
Action
Search
- Search Value
  Required
Action
Search
- Search Value
  Required
- Date
  Required
- Account ID
  Required
- Payee
- Number
- Amount
- Use Integration ID
- Pay Amount
  Required
- Discount Account
- Credit
- Discount
- Payee
  Required
- Vendor Bill Number
  Required
Action
Search or write
- Search Value
  Required
- Date
  Required
- Account ID
  Required
- Number
- Use Integration ID
- Payee
  Required
- Line Item
- Item Type
- Project
- Rate
- Units
- AccountID
- Expense Amount
- Class
- Memo
Action
Search or write
- Search Value
  Required
- Account Number
  Required
- Account Name
  Required
- Description
- Is Active?
- Use Integration ID
Action
Search or write
- Search Value
  Required
- Account
  Required
- Date
  Required
- Use Integration ID
- Account
  Required
- Amount
  Required
Action
Search or write
- Search Value
  Required
- Expense Code
  Required
- Description
  Required
- Expense Sub Code
- Item is Billable?
- Item is Reimbursable?
- Cost Rate
- Memo
- Use Integration ID
Action
Search or write
- Search Value
  Required
- Date
  Required
- Invoice Number
  Required
- Invoice Amount
  Required
- Project
  Required
- Client
- Due Date
- Is Draft?
- Main Service Tax
- Main Expense Tax
- Late Fee
- Use Integration ID
- Item
- Description
  Required
- Units
  Required
- Rate
  Required
- Amount
- Is Expense?
- Tax%
- Charge Amount
Action
Search or write
- Search Value
  Required
- Date
  Required
- Description
  Required
- Master Entity
  Required
- Note Category
  Required
- Note Status
  Required
- Use Integration ID
- Created By
Action
Search or write
- Search Value
  Required
- Date
  Required
- Resource
  Required
- Project
  Required
- Activity
  Required
- Description
  Required
- Hours
  Required
- Client Hours
- Is Billable?
- Cost Rate
- Bill Rate
- Compensation Time
- Extra
- Tax1
- Tax2
- Tax3
- Memo
- Use Integration ID
Action
Search or write
- Search Value
  Required
- First Name
  Required
- Last Name
  Required
- Display Name
  Required
- Company Name
- 1099 Compliant
- Memo
- Use Integration ID
- Title
- Street 1
- Street 2
- City
- State
- Country
- ZIP
Action
Search or write
New Client
Triggers when a new client is added.
Trigger
Polling
Try It
- Person ID
- Project ID
Trigger
Polling
Try It
New Person
Triggers when a new person is added.
Trigger
Polling
Try It
New Project
Triggers when a new project is created.
Trigger
Polling
Try It
New Allocation
Triggers when a new allocation is created.
Trigger
Polling
Try It
- Person ID
- Project ID
Trigger
Polling
Try It
Updated Project
Triggers when a project is modified.
Trigger
Polling
Try It
Updated Allocation
Triggers when an allocation is modified.
Trigger
Polling
Try It
- Name
  Required
Action
Write
- Name
  Required
- Project ID
  Required
- Date
  Required
- End Date
Action
Write
- Project ID
  Required
- Name
  Required
- Start Date
  Required
- End Date
  Required
- Color
- Notes
- Budget Total
- Default Hourly Rate
- Billable
- Status
- Active
Action
Write
- Project ID
  Required
- Name
  Required
- Billable
- Budget
Action
Write
- People IDs
  Required
- Time Off Type ID
  Required
- Start Date
  Required
- End Date
  Required
- Hours
- Full Day
- Additional notes about the time off
- Status
Action
Write
- Milestone ID
  Required
- Name
  Required
- Project ID
  Required
- Date
  Required
- End Date
Action
Write
- Project ID
  Required
- Name
  Required
- Start Date
  Required
- End Date
  Required
- Color
- Notes
- Budget Total
- Default Hourly Rate
- Billable
- Status
- Active
Action
Write
- Project Task ID
  Required
- Project ID
  Required
- Name
  Required
- Billable
- Budget
Action
Write
- Person ID
  Required
- Project ID
  Required
- Logged Time ID
  Required
Action
Search
- Project ID (priority over project_code and tags)
- Project Code (priority over tags)
- Tags
Action
Search
- Person ID
  Required
- Project ID
  Required
- Logged Time ID
  Required
- Date
  Required
- Hours
  Required
- Allocation ID
- Task Name
- Notes
Action
Search or write
- Project ID (priority over project_code and tags)
- Project Code
- Tags
- Name
  Required
- 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
Action
Search or write

- Property Name
  Required
Trigger
Instant
Try It
- Property Name
  Required
Trigger
Instant
Try It
- Select Module
  Required
Trigger
Instant
Try It
- Select Custom Field
  Required
Trigger
Instant
Try It
- Select Module
  Required
Trigger
Instant
Try It
Project Updated – Completed Status
Triggers when a Project is marked as completed.
Trigger
Instant
Try It
- Property Name
  Required
Trigger
Instant
Try It
Time Entry Updated - Approved Status
Triggers when a Time entry is approved.
Trigger
Instant
Try It
- Select Custom Field
  Required
Trigger
Instant
Try It
To-Do Updated - Completed Status
Triggers when a Todo is marked completed.
Trigger
Instant
Try It
- Property Name
  Required
Trigger
Instant
Try It
- Activity Code
  Required
- Activity Description
  Required
- Activity Sub Code
- Item is Billable?
- Cost Rate
- Bill Rate
- Status
- Tax1
- Tax2
- Memo
- Use Integration ID
Action
Write
- Date
  Required
- Account ID
  Required
- Number
- Use Integration ID
- Payee
  Required
- Line Item
- Item Type
- Project
- Rate
- Units
- AccountID
- Expense Amount
- Class
- Memo
Action
Write
- Account Number
  Required
- Account Name
  Required
- Description
- Is Active?
- Use Integration ID
Action
Write
- Date
  Required
- Account ID
  Required
- Amount
  Required
- Payee
  Required
- Use Integration ID
- Item ID
- Type
- Project ID
- Rate
- Units
- AccountID
- Expense Amount
- Class
- Memo
Action
Write
- First Name
  Required
- Last Name
  Required
- Display Name
  Required
- Cost Rate
  Required
- Bill Rate
  Required
- Gender
- Memo
- Use Integration ID
- Title
- Street 1
- Street 2
- City
- State
- Country
- ZIP
Action
Write
- Date
  Required
- Resource
  Required
- Project
  Required
- Expense
  Required
- Description
  Required
- Units
- Is Billable?
- Cost Rate
- Extra
- Markup
- Reimbursable
- Tax1
- Tax2
- Tax3
- Purchase Tax
- Memo
- Charge Amount
- Use Integration ID
Action
Write
- Date
  Required
- Invoice Number
  Required
- Invoice Amount
  Required
- Project
  Required
- Client
- Due Date
- Is Draft?
- Main Service Tax
- Main Expense Tax
- Late Fee
- Use Integration ID
- Item
- Description
  Required
- Units
  Required
- Rate
  Required
- Amount
- Is Expense?
- Tax%
- Charge Amount
Action
Write
- Date
  Required
- Client
  Required
- Amount
  Required
- Project
- Memo
- Reference Number
- Retainer Payment
- Use Integration ID
- Invoice ID
  Required
- Line Amount
  Required
- Invoice detail
Action
Write
- Date
  Required
- Resource
  Required
- Project
  Required
- Activity
  Required
- Description
  Required
- Hours
  Required
- Client Hours
- Is Billable?
- Cost Rate
- Bill Rate
- Compensation Time
- Extra
- Tax1
- Tax2
- Tax3
- Memo
- Use Integration ID
Action
Write
- First Name
  Required
- Last Name
  Required
- Display Name
  Required
- Company Name
- 1099 Compliant
- Memo
- Use Integration ID
- Title
- Street 1
- Street 2
- City
- State
- Country
- ZIP
Action
Write
- ID
- Name
- Company Name
- Client Manager
Action
Write
- ID
- Project
  Required
- Expense
  Required
- Description
  Required
- Resource
  Required
Action
Write
- ID
- Resource
- Date
- Project
- Activity
- Description
Action
Write
- ID
- Vendor Name
- First Name
- Last Name
Action
Write
- Search Value
  Required
Action
Search
- Search Value
  Required
Action
Search
- Search Value
  Required
Action
Search
- Search Value
  Required
Action
Search
- Search Value
  Required
Action
Search
- Search Value
  Required
Action
Search
- Search Value
  Required
Action
Search
- Search Value
  Required
Action
Search
- Search Value
  Required
Action
Search
- Search Value
  Required
- Activity Code
  Required
- Activity Description
  Required
- Activity Sub Code
- Item is Billable?
- Cost Rate
- Bill Rate
- Status
- Tax1
- Tax2
- Memo
- Use Integration ID
Action
Search or write
- Search Value
  Required
- Date
  Required
- Client
  Required
- Amount
  Required
- Project
- Memo
- Reference Number
- Retainer Payment
- Use Integration ID
- Invoice ID
  Required
- Line Amount
  Required
- Invoice detail
Action
Search or write
- Search Value
  Required
- Display Name
  Required
- Client Manager
- Payment Terms
- Main Expense Tax
- Main Service Tax
- Memo
- Use Integration ID
- Street 1
- Street 2
- City
- State
- Country
- ZIP
Action
Search or write
- Search Value
  Required
- Date
  Required
- Account ID
  Required
- Amount
  Required
- Payee
  Required
- Use Integration ID
- Item ID
- Type
- Project ID
- Rate
- Units
- AccountID
- Expense Amount
- Class
- Memo
Action
Search or write
- Search Value
  Required
- First Name
  Required
- Last Name
  Required
- Display Name
  Required
- Cost Rate
  Required
- Bill Rate
  Required
- Gender
- Memo
- Use Integration ID
- Title
- Street 1
- Street 2
- City
- State
- Country
- ZIP
Action
Search or write
- Search Value
  Required
- Date
  Required
- Resource
  Required
- Project
  Required
- Expense
  Required
- Description
  Required
- Units
- Is Billable?
- Cost Rate
- Extra
- Markup
- Reimbursable
- Tax1
- Tax2
- Tax3
- Purchase Tax
- Memo
- Charge Amount
- Use Integration ID
Action
Search or write
- Search Value
  Required
- Date
  Required
- Reference Number
- Use Integration ID
- Account
  Required
- Amount
  Required
- Is Debit entry?
- Class
- Memo
Action
Search or write
- Search Value
  Required
- Project ID
- Project Code
  Required
- Project Name
  Required
- Client
  Required
- Project Manager
  Required
- Project Type
  Required
- Main Service Tax
- Main Expense Tax
- Start Date
- Project Due Date
- Expense Account
- Income Account
- Currency
- Memo
- Project Originator
- Use Integration ID
- Street 1
- Street 2
- City
- State
- Country
- ZIP
Action
Search or write
- Search Value
  Required
- Assigned To
  Required
- Description
  Required
- Start Date
- End Date
- Memo
- Use Integration ID
Action
Search or write
- Search Value
  Required
- Date
  Required
- Bill Number
  Required
- Vendor
  Required
- Reference Number
- Use Integration ID
- Project
- Item
- Description
- Units/Hrs
- Cost Rate
- Bill Rate
- Markup
- Purchase Tax
- Is Billable?
- Memo
- Item Type
- AccountID
- Expense Amount
- Class
- Memo
Action
Search or write
New Department
Triggers when a new department is added.
Trigger
Polling
Try It
New Milestone
Triggers when a new milestone is created.
Trigger
Polling
Try It
New Phase
Triggers when a new phase is created.
Trigger
Polling
Try It
New Project Task
Triggers when a new project task is created.
Trigger
Polling
Try It
New Time Off
Triggers when a new time off is created.
Trigger
Polling
Try It
Updated Phase
Triggers when a phase is modified.
Trigger
Polling
Try It
Updated Project Task
Triggers when a project task is modified.
Trigger
Polling
Try It
- Name
  Required
Action
Write
- Date
  Required
- Hours
  Required
- Person ID
  Required
- Project ID
  Required
- Allocation ID
- Task Name
- Notes
Action
Write
- Name
  Required
- People Type
- Email
- Role Name
- Department ID
- Notes
- Employee Type
- Default Hourly Rate
- Tag Names
- Start Date
- End Date
Action
Write
- Name
  Required
- 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
Action
Write
- Project ID
  Required
- People IDs
  Required
- Status
- Hours
  Required
- Start Date
  Required
- End Date
  Required
- Name
- Notes
- Repeat State
- Repeat End Date
- Start Time
Action
Write
- Project ID
  Required
- Logged Time ID
  Required
- Date
- Hours
  Required
- Person ID
- Task Name
- Notes
Action
Write
- Person ID
  Required
- Name
  Required
- People Type
- Email
- Role Name
- Department ID
- Notes
- Employee Type
- Default Hourly Rate
- Tag Names
- Start Date
- End Date
Action
Write
- Project ID
  Required
- Name
  Required
- 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
Action
Write
- Allocation ID
  Required
- Project ID
- People IDs
- Status
- Hours
  Required
- Start Date
- End Date
- Name
- Notes
- Repeat State
- Repeat End Date
- Start Time
Action
Write
- Person ID (priority over email and tags)
- Email (priority over tags)
- Tag Names
Action
Search
- Allocation ID
  Required
Action
Search
- Person ID (priority over email and tags)
- Email
- Tag Names
- Name
  Required
- People Type
- Role Name
- Department ID
- Notes
- Employee Type
- Default Hourly Rate
- Start Date
- End Date
Action
Search or write
- Allocation ID
  Required
- Project ID
  Required
- People IDs
  Required
- Status
- Hours
  Required
- Start Date
  Required
- End Date
  Required
- Name
- Notes
- Repeat State
- Repeat End Date
- Start Time
Action
Search or write

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Connect BQE CORE 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.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Make work flow with AI

Level up your BQE CORE to Float integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About BQE CORE

BQE CORE is an all-in-one, easy-to-use management solution designed for Architecture, Engineering, and Professional Service Firms

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