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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 "Approve Task" in Workday.

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Zapier seamlessly connects Float and Workday, 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
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- Person ID
- Project ID
Trigger
Polling
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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
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- Person ID
- Project ID
Trigger
Polling
Try It
Updated Project
Triggers when a project is modified.
Trigger
Polling
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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
- Business Process Type(s)
  Required
Trigger
Polling
Try It
- Company
  Required
- Include expense line items?
Trigger
Polling
Try It
New Supplier
Triggers when a new supplier is added.
Trigger
Polling
Try It
- Only Approval Tasks
Trigger
Polling
Try It
- Wql_query_info
- WQL Query
  Required
- Id_field
Trigger
Polling
Try It
- Worker
  Required
- Effective Date
  Required
- Reason
  Required
- Job Profile
- Job Title
- Business Title
- Location
- Supervisory Organization
- Company
- Custom Organization
- Compensation Amount
- Currency
- Payment Frequency
Action
Write
- Position ID
  Required
- Hire Type
- Supervisory Organization WID
- Employee Type
- Hire Date
- First Day of Work
- Position Title
Action
Write
- Original Invoice WID
- Required_fields_header
- Supplier WID
  Required
- Company WID
  Required
- Currency WID
- Credit amount
  Required
- Credit memo date
- Credit memo number
- Memo
- Credit description
- Spend category WID
- Payment Terms WID
- Advanced_options_header
- Line items
- Submission_section_header
- Auto-submit credit memo
Action
Write
- Worker ID
  Required
- HelpText1
- Time Entry Code
- Project
- Project Plan Task
- Calendar Date
- Reported Quantity
- In Time
- Out Time
- In Time Zone
- Out Time Zone
- Out Reason
- Comment
- Do Not Bill?
- Override Rate
Action
Write
- Invoice WID
  Required
- Required_fields_info
- Supplier WID
- Company WID
- Currency WID
- Payment Terms WID
- Invoice date
- Due date
- Control amount total
- Memo
- Hold from payment
- Tax_section_header
- Tax code ID
- Tax rate
- VAT tax code ID
- Withholding_tax_section_header
- Default withholding tax code ID
- Default withholding tax rate
- Submission_section_header
- Auto-submit invoice
Action
Write
- Wql_query_info
- WQL Query
  Required
Action
Search
- Supplier invoice ID
- Supplier
- Company
- Invoice on hold
- Intercompany invoice
- Invoice status
- Payment status
- Currency
- Document number
- Spend category
- Date_filter_info
- Invoice date on or after
- Invoice date on or before
- Invoice due date on or after
- Invoice due date on or before
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
- Info
- Fields to Include in Response
  Required
Trigger
Polling
Try It
- Info
- Fields to Include in Response
Trigger
Polling
Try It
- Info
- Fields to Include in Response
  Required
Trigger
Polling
Try It
- Invoice date on or after
- Invoice date on or before
- Invoice due date on or after
- Invoice due date on or before
- Supplier
- Company
- Invoice on hold
- Intercompany invoice
- Invoice status
- Payment status
Trigger
Polling
Try It
- Task WorkdayID
  Required
- Comment
  Required
Action
Write
- Supervisory Organization WID
- Worker Type WID
- Number of Openings
- Reason WID
- Spotlight Job
- Recruiting Start Date
- Target Hire Date
- Target End Date
- Job Posting Title
- Justification
- Job Profile WID
- Job Description Summary
- Job Description
- Additional Job Description
- Worker Sub-Type WID
- Time Type WID
- Primary Location WID
- Scheduled Weekly Hours
- Confidential Job Requisition
- Auto Complete
Action
Write
- Source
- Referred by
- Comments
- First name
  Required
- Middle name
- Last name
  Required
- Country
  Required
- Email address
  Required
- Email usage type
- Email visible to public
- Email comment
- Phone number
- Phone country code
- International phone code
- Phone device type
- Phone usage type
- Phone visible to public
- Phone comment
- Address line 1
- Address line 2
- City
- Postal code
- Country for address
- State or region
- Address usage type
- Address visible to public
- Address comment
- Web address
- Web address usage type
- Web address visible to public
- Web address comment
- Instant messenger address
- Instant messenger type
- Instant messenger usage type
- Instant messenger visible to public
- Instant messenger comment
Action
Write
- Worker ID
  Required
- Time Off Type ID
  Required
- Date
- Start
- End
- Daily Quantity
- Comment
Action
Write
- Supplier WID
  Required
- Required_fields_header
- Supplier Category WID
- Payment Types Accepted
- Default Payment Type WID
- Basic_info_header
- Supplier Name
- Supplier ID
- Supplier Reference ID
- Business_entity_header
- Business Entity Name
- Business Entity External ID
- Tax_info_header
- Tax ID
- Tax ID Type
- Transaction Tax ID
- Contact_info_header
- Contact Email
- Contact Phone
- Phone Device Type
- Address Line 1
- Address Line 2
- City
- Postal Code
- Country Code
- State/Province/Region
- Additional_settings_header
- Payment Terms WID
- Currency WID
- Submission_header
- Auto-submit supplier update
- Comment
Action
Write
- Purchase order ID
- Buyer
- Company
- Submitted by
- Supplier
- Status
- Order from connection
- Date_filter_info
- From date
- To date
- Exclude canceled
- Exclude closed
Action
Search
- Supplier ID type
- Supplier_id_info
- Updated from date
- Updated to date
- Supplier group
- Supplier category
- Supplier status
- Company
- Customer account number
- DUNS number
- Parent supplier
Action
Search
- Payment Reference ID
- Supplier
- Payment amount greater than
- Payment amount less than
- Payment type
- Payment status
- Payment date on or after
- Payment date on or before
- Include Reference
- Include Originating Bank Data
- Include Payment Group Data
Action
Search

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Customers have created over 25 million Zaps on the platform

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Connect Float and Workday 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 Workday 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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