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Set up your first integration
Quickly connect ClickUp to Float with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate ClickUp with Float - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Message Posted to Channel" from ClickUp.
Add your action
An action happens after the trigger—such as "Create Client" in Float.
You’re connected!
Zapier seamlessly connects ClickUp 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.
- WorkspaceRequired
Try ItTriggerInstant- WorkspaceRequired
Try ItTriggerInstant- WorkspaceRequired
Try ItTriggerInstant- Task
- Include subtask?
- Fetch task data?
Try ItTriggerInstant
- Reaction(s)
- WorkspaceRequired
Try ItTriggerInstant- WorkspaceRequired
Try ItTriggerInstant- WorkspaceRequired
Try ItTriggerInstant- Reaction(s)
- WorkspaceRequired
Try ItTriggerInstant
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Practical ways you can use ClickUp and Float
Sync time-off entries in Float to ClickUp.
When new time off is created in Float, Zapier automatically creates tasks in ClickUp, ensuring the team stays informed of any scheduling gaps. This automation eliminates manual tracking, keeps shared schedules synchronized, and improves team preparedness.
IT
Update project plans with new tasks from ClickUp.
When a new task is added in ClickUp, Zapier creates a corresponding project task in Float. This automation ensures resource schedules in Float stay aligned with detailed task lists in ClickUp, reducing administrative overhead and improving project tracking.
Project ManagementLearn how to automate ClickUp on the Zapier blog
Frequently Asked Questions about ClickUp + Float integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with ClickUp and Float
How does ClickUp integrate with Float?
You can integrate ClickUp with Float by using triggers and actions that automate workflows between the two platforms. This can be done through services like Zapier, where you can set up triggers in ClickUp (like a new task or updated task) to create an action in Float, such as adding or updating a task on your schedule.
What types of triggers from ClickUp are supported for integration with Float?
Common triggers include when a new task is created, a task is completed, or when a task's status changes within ClickUp. These can all be used to initiate actions in Float to manage your schedule more efficiently.
Can we update resources in Float based on changes in ClickUp tasks?
Yes, you can update resources in Float when certain events occur in ClickUp. For example, if a task is moved to a 'Completed' status in ClickUp, it could trigger an action to update the resource allocation for that project in Float.
Is it possible to create tasks in Float automatically when they are added to ClickUp?
Absolutely. Through integration settings, you can set up an automatic action where every new task created in ClickUp will trigger the creation of a corresponding task in Float.
How do I handle duplicate tasks when integrating between ClickUp and Float?
To avoid duplicate tasks during integration, make sure that triggers are carefully set. Only specify unique criteria for creating or updating tasks so that they are not duplicated across both platforms each time there's an update.
Are there any limitations on the data we can sync between ClickUp and Float?
While most data like task names, deadlines, and statuses sync smoothly between ClickUp and Float through integrations, detailed attachments or comments may not sync directly and might need manual handling.
How often do updates happen between ClickUp and Float once integrated?
The frequency of updates depends on how you've configured your integration settings. Typically, updates occur near real-time but this may vary based on the specific conditions set for triggers and actions within your integration workflow.
