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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 "New Client" from Float.

Add your action

An action happens after the trigger—such as "Code" in JobTread.

You’re connected!

Zapier seamlessly connects Float and JobTread, 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
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
- Organization
  Required
Trigger
Instant
Try It
- Organization
  Required
Trigger
Instant
Try It
- Organization
  Required
Trigger
Instant
Try It
- Organization
  Required
Trigger
Instant
Try It
- Organization
  Required
Trigger
Instant
Try It
- Organization
  Required
Trigger
Instant
Try It
- Organization
  Required
- Limit files uploaded to this type (optional)
Trigger
Instant
Try It
- Organization
  Required
Trigger
Instant
Try It
- Organization
  Required
Trigger
Instant
Try It
- Organization
  Required
Trigger
Instant
Try It
- Organization
  Required
Trigger
Instant
Try It
- Assignee
  Required
- Target Type
  Required
- Target Id
  Required
- Notify
Action
Write
- Organization
  Required
- Add Customer Contact
- Add Location
- Add Files to Customer
Action
Write
- Organization
  Required
- Job ID
  Required
- Date
  Required
- Notes
- Notify assignees
- Assignees
Action
Write
- Organization
  Required
- Account ID
  Required
- Location Name
  Required
- Location Address
Action
Write
- Organization
  Required
- Add Vendor Contact
Action
Write
- Organization
  Required
- Target Type
  Required
- Target Id
  Required
- Task Template Name
  Required
- Start Date and Time
- Notify
Action
Write
- Organization
  Required
- Customer Id
- Customer Name
- This customer is taxable
Action
Write
- Organization
  Required
- Location Id
  Required
- Address
- Name
Action
Write
- Organization
  Required
- Account Id
- Vendor name
Action
Write
- Organization
  Required
- Customer Name
Action
Search
- Organization
  Required
- Location Name
Action
Search
- Organization
  Required
- Vendor Name
Action
Search

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
- Organization
  Required
Trigger
Instant
Try It
- Organization
  Required
Trigger
Instant
Try It
- Organization
  Required
Trigger
Instant
Try It
- Organization
  Required
Trigger
Instant
Try It
- Organization
  Required
Trigger
Instant
Try It
- Organization
  Required
Trigger
Instant
Try It
- Organization
  Required
- Limit files updated to this type (optional)
Trigger
Instant
Try It
- Organization
  Required
Trigger
Instant
Try It
- Organization
  Required
Trigger
Instant
Try It
- Organization
  Required
Trigger
Instant
Try It
- JavaScript Code
  Required
Action
Write
- Organization
  Required
- Comment Message
  Required
- Target Type
  Required
- Target Id
  Required
- Assignee Emails
Action
Write
- Organization
  Required
- Customer ID
  Required
- Name
  Required
- Title
Action
Write
- Organization
  Required
- Location ID
  Required
- Description
- Name
- Account ID
Action
Write
- Organization
  Required
- Name
  Required
- Description
- Is To-Do
- Target Type
- Target Id
- Parent Task Id
- Start Date
- Start Time
- End Date
- Task Progress
- End Time
- Assigned Membership Ids
- Assigned Emails
- Task Type Name
Action
Write
- Organization
  Required
- Vendor ID
  Required
- Name
  Required
- Title
Action
Write
- Query (JSON)
  Required
Action
Write
- Organization
  Required
- Job Id
  Required
- Description
- Name
- Closed On
Action
Write
- Organization
  Required
- Task Id
  Required
- Task name
- Task Description
- Task Progress
- Parent Task Id
- Start Date
- Start Time
- End Date
- End Time
- Assigned Membership Ids
- Task Type Name
Action
Write
- Organization
  Required
- File URLs
  Required
- Target Type
- Target Id
- File Tag Names
- File Folder
Action
Write
- Organization
  Required
- Job Number
- Job Name
Action
Search
- Organization
  Required
- User Email
- User Name
Action
Search

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Connect Float and JobTread 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 Float to JobTread integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Float

Float is the fast and friendly resource scheduling app. Keep track of who's working on what and when.

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Related categories

Scheduling & Booking

About JobTread

JobTread is construction estimating & project management software that will help you keep your budget and jobs on track.

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