Float + Simpro
Create new Float projects from new Simpro jobs
When a new job is added in Simpro, this workflow seamlessly facilitates the creation of a corresponding project in Float. This efficient solution eliminates manual data entry, saving time and minimizing possible errors. It ensures your Float projects are always updated in line with your Simpro jobs, keeping your project management synchronized and effortless.
When a new job is added in Simpro, this workflow seamlessly facilitates the creation of a corresponding project in Float. This efficient solution eliminates manual data entry, saving time and minimizing possible errors. It ensures your Float projects are always updated in line with your Simpro jobs, keeping your project management synchronized and effortless.
- When this happens...
New JobTriggers when a job is created.
TriggerInstantThis event starts a Zap instantly. - automatically do this!
Create ProjectCreates a new project.
ActionWriteCreate a new record or update an existing record in your app.
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New Company Customer
Triggers when a company customer is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Individual Customer
Triggers when an individual customer is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Job
Triggers when a job is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Quote
Triggers when a quote is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Schedule
Triggers when a job, lead, quote or activity schedule is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Site
Triggers when a site is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Company NameRequired
Preferred Techs
Phone
Do Not Call
Alt Phone
Address
City
State
Postal Code
Country
Address
City
State
Postal Code
Country
Customer Type
Tags
Part Tax Code
Discount Fee
Notes
Customer Profile
Customer Group
Account Manager
Currency
Account Name
Routing No
Account No
Payment Method
Credit Limit
On Stop
Vendor Order No Required
Archived
Sites
Email
EIN
Website
Fax
Company Number
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Title
Given NameRequired
Family NameRequired
Preferred Techs
Phone
Do Not Call
Alt Phone
Address
City
State
Postal Code
Country
Address
City
State
Postal Code
Country
Customer Type
Tags
Part Tax Code
Discount Fee
Notes
Customer Profile
Customer Group
Account Manager
Currency
Account Name
Routing No
Account No
Payment Method
Credit Limit
On Stop
Vendor Order No Required
Archived
Sites
Email
Cell Phone
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CustomerRequired
SiteRequired
Cost CenterRequired
Customer Contact
Additional Contacts
Site Contact
Description
Notes
Salesperson
Project Manager
Technicians
Date Issued
Due Date
Validity Days
Order No
Name
Stage
Year
Month
Percent
Status
Tags
Auto Adjust Status
Catalog
Billable Status
Estimated Time
Fit Time
Base Price
Markup
Sales Tax Code
Sell Price
Quantity
Income Account
Type
Rate
Markup
Sales Tax Code
Time (Hours)
Income Account
Type
Billable Status
Description
Estimated Cost
Markup
Estimated Time
Sales Tax Code
Actual Cost
Actual Cost Date
Sell Price
Quantity
Income Account
Prebuild
Billable Status
Estimated Time
Fit Time
Base Price
Markup
Sales Tax Code
Sell Price
Quantity
Income Account
Service Fee
Billable Status
Fit Time
Base Price
Markup
Sales Tax Code
Sell Price
Income Account
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Address
City
State
Postal Code
Country
Address
City
State
Postal Code
Billing Contact
Contact
Title
Given Name
Family Name
Email
Work Phone
Cell Phone
Fax
Position
Preferred Notification Method
Public Notes
Private Notes
Zone
Preferred Technicians
Customers
STC Zone
VEEC Zone
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ID
Order No
Name
ActionThis is an event a Zap performs.SearchFind existing data in your appID
Name
Address
City
State
Postal Code
Country
ActionThis is an event a Zap performs.SearchFind existing data in your appID
Phone
Cell Phone
Alt Phone
Email
ActionThis is an event a Zap performs.SearchFind existing data in your appID
Email
Work Phone
Cell Phone
Alt Phone
Title
Given NameRequired
Family Name
Fax
Department
Position
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 foundID
Company NameRequired
Phone
Alt Phone
Email
EIN
Website
Fax
Company Number
Preferred Techs
Do Not Call
Address
City
State
Postal Code
Country
Address
City
State
Postal Code
Country
Customer Type
Tags
Part Tax Code
Discount Fee
Notes
Customer Profile
Customer Group
Account Manager
Currency
Account Name
Routing No
Account No
Payment Method
Credit Limit
On Stop
Vendor Order No Required
Archived
Sites
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
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 planNew 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 planNew 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 planNew 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 planUpdated 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 planUpdated 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 planNameRequired
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 appProject 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 appPerson 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 foundProject 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
Company Customer Updated
Triggers when a company customer is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Individual Customer Updated
Triggers when an individual customer is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Job Updated
Triggers when a job is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Quote Updated
Triggers when a quote is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Schedule Updated
Triggers when a job, lead, quote or activity schedule is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Site Updated
Triggers when a site is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Title
Given NameRequired
Family Name
Email
Work Phone
Fax
Cell Phone
Department
Position
Notes
Alt Phone
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CustomerRequired
SiteRequired
Cost Center
Customer Contact
Additional Contacts
Site Contact
Order No
Name
Description
Notes
Date Issued
Due Date
Due Time
Tags
Salesperson
Project Manager
Technician
Stage
Status
Response Time
Auto Adjust Status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.StaffRequired
Date
Start TimeRequired
End TimeRequired
Schedule RateRequired
Notes
Locked
Type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ID
Email
WorkPhone
CellPhone
AltPhone
ActionThis is an event a Zap performs.SearchFind existing data in your appID
Staff
Date
Type
ActionThis is an event a Zap performs.SearchFind existing data in your appID
Company Name
Phone
Alt Phone
Email
EIN
Website
Fax
Company Number
ActionThis is an event a Zap performs.SearchFind existing data in your appID
Order No
Name
ActionThis is an event a Zap performs.SearchFind existing data in your appID
NameRequired
Address
City
State
Postal Code
Country
Address
City
State
Postal Code
Billing Contact
Contact
Title
Given Name
Family Name
Email
Work Phone
Cell Phone
Fax
Position
Preferred Notification Method
Public Notes
Private Notes
Zone
Preferred Technicians
Customers
STC Zone
VEEC Zone
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundID
Phone
Cell Phone
Alt Phone
Email
Title
Given NameRequired
Family NameRequired
Preferred Techs
Do Not Call
Address
City
State
Postal Code
Country
Address
City
State
Postal Code
Country
Customer Type
Tags
Part Tax Code
Discount Fee
Notes
Customer Profile
Customer Group
Account Manager
Currency
Account Name
Routing No
Account No
Payment Method
Credit Limit
On Stop
Vendor Order No Required
Archived
Sites
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNew 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 planNew 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 planNew 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 planNew 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 planNew 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 planUpdated 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 planUpdated 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 planNameRequired
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 appAllocation IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appPerson 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 foundAllocation 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
About Float
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