Float + Jotform Integration

Integrate Float to Jotform in one click, or tell Integrately AI how you want each submission handled. Create tasks, schedule team members, log project details, and update your resources automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Float
    Task is created in Float
  • Float
    Logged time is created in Float
  • Float
    Logged time is updated in Float
  • Float
    Person is created in Float
  • Float
    Project is created in Float
  • Float
    Client is created in Float
  • Float
    Time off is created in Float
  • Float
    Department is created in Float
  • Jotform
    Form is submitted in Jotform
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2.
  • Float
    Create task in Float
  • Float
    Search task in Float
  • Float
    Update task in Float
  • Float
    Create project in Float
  • Float
    Search project in Float
  • Float
    Create logged time in Float
  • Float
    Update logged time in Float
  • Float
    Search logged time in Float
  • Float
    Create client in Float
  • Float
    Create time off in Float
  • Float
    Create person in Float
  • Float
    Create milestone in Float
  • Float
    Create department in Float
  • Jotform
    Get form submission by ID in Jotform
  • Jotform
    Create form submission in Jotform

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Ready WorkflowsReady Workflows   for Float + Jotform Integration

Capture submissions, create tasks, schedule team members, update projects, and notify your team, all in just one click.

Sorry, we don’t have a ready workflow for this combination yet.
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Connect more apps to your Float + Jotform flow

Connect form submissions and task schedules to CRMs, spreadsheets, and messaging tools to keep your projects moving. Pick a combination and activate it in one click.

Float
Jotform
+
SlackSlack (8)
+
AsanaAsana (8)
+
Google SheetsGoogle Sheets (8)
+
GmailGmail (8)
+
QuickBooks OnlineQuickBooks Online (8)
+
Google DriveGoogle Drive (8)
J
F
S
Create a Float task from every Jotform form submission, and notify your team on Slack
Jotform submissions instantly create a task in Float and alert your team in Slack, eliminating manual copy-pasting.
J
F
S
When a Float task is created from a Jotform submission, alert your support channel in Slack
Keep your support channel informed in Slack the moment a new task is created in Float from a Jotform submission.
J
F
S
When a Float task is updated for a Jotform submission, post the progress update in Slack
Broadcast Float task updates derived from Jotform submissions to your team channel in Slack automatically.
J
F
S
Create a Float task from a Jotform submission, and share the submission details in Slack for review
Send formatted Jotform submission data alongside new Float tasks directly into Slack for team review.
J
F
S
If a Jotform submission selects enterprise tier, create a priority task in Float and alert the sales channel in Slack
Route high-value Jotform submissions into priority Float tasks and notify your sales team in Slack instantly.
J
F
S
When a Float project is completed for a Jotform submission, post the project completion in Slack
Celebrate milestones by posting Float project completions linked to Jotform submissions in your Slack channel.
J
C
F
S
Use ChatGPT to summarise every Jotform submission, create a task in Float, and post the brief in Slack
Summarise complex Jotform submissions with ChatGPT before creating a task in Float and posting the brief in Slack.
J
F
A
S
Turn every Jotform submission into a Float task, create an Asana kickoff task, and announce it in Slack
Coordinate multi-team handoffs by creating a Float task and an Asana kickoff task from a Jotform submission, announced in Slack.

Supported triggers and actions for Float and Jotform

Mix and match to build the exact automation you need

Float
Float Triggers & Actions
Task is created in Float
Triggers the automation when a new task is created
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Logged time is created in Float
Triggers the automation when a log time is created
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Logged time is updated in Float
Triggers the automation when a log time is modified
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Person is created in Float
Triggers the automation when a new person is created
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Project is created in Float
Triggers the automation when a new project is created
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Client is created in Float
Triggers the automation when a new client is created
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Time off is created in Float
Triggers the automation when a time off is created
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Department is created in Float
Triggers the automation when a new department is created
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Create task in Float
Creates a new task
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Search task in Float
Searches for a task
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Update task in Float
Updates the task with new information or changes
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Create project in Float
Creates a new project
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Search project in Float
Searches for a project
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Create logged time in Float
Logs a new time entry
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Update logged time in Float
Updates the logged time entries
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Search logged time in Float
Searches for logged time
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Create client in Float
Generates a new client profile
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Create time off in Float
Creates a new time off entry
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Create person in Float
Generates a new person
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Create milestone in Float
Creates a milestone to track progress
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Create department in Float
Generates a new department within the organization
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Jotform
Jotform Triggers & Actions
Form is submitted in Jotform
Triggers the automation when a form is filled
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Get form submission by ID in Jotform
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Create form submission in Jotform
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What can you automate with Float + Jotform?

Streamline your workflows by connecting form submissions directly to your team's resource schedules.

What you can automate?
📋
Create tasks from form submissions automatically
Turn every online form entry into a scheduled task in Float the moment a user hits submit. Eliminate manual transcription and start resource planning instantly.
📝
Capture every submitted form field accurately
Map all custom questions, project scopes, and client details from Jotform straight into your Float task descriptions and project parameters.
🔔
Alert your team the second work arrives
Notify project leads and schedulers immediately via messaging apps whenever a new client form submission triggers a Float task creation.
🔀
Route submissions based on custom form answers
Apply conditional logic to assign priority tasks, specialized department tags, or VIP client statuses depending on what the respondent selects.
🔄
Keep schedules updated as project details change
Synchronise schedule adjustments and milestone dates across your platforms so your resource planning reflects the latest information.
🔍
Search and update existing client records
Check whether a client already exists before creating new entries, preventing duplicate profiles and keeping your resource database clean.
⏱️
Handle project completion and status changes
Trigger downstream updates, status changes, and notification flows automatically when scheduled tasks or projects reach completion.
🔗
Extend your workflow to team communication apps
Connect your core scheduling flow with Slack to broadcast project kickoffs and keep cross-functional teams fully aligned.
And much more...

Who is Float + Jotform integration for?

Connecting resource scheduling with online form submissions helps teams eliminate manual data entry, streamline project allocation, and keep everyone aligned.

Project managers
Project managers
Resource coordinators
Resource coordinators
Client account directors
Client account directors
Operations leads
Operations leads
Team leads
Team leads
Finance administrators
Finance administrators
📈
Project managers
You report on project capacity and resource allocation, but your scheduling data is always stale because submissions require manual entry — with this integration, every new form submission creates a task instantly and your utilization metrics stay current.
Resource coordinators
You need to assign team members fast when client requests arrive, but you find out about submissions too late — this integration means every intake form triggers immediate resource scheduling so your team can start work without delays.
🤝
Client account directors
You answer to external clients who want to see immediate progress on their requests, but manual handoffs cause scheduling gaps — automating both apps means every submission is tracked and scheduled right away so client projects launch on time.
📊
Operations leads
The volume of intake submissions is too high for anyone to keep up with by hand, leading to missed bookings and unassigned tasks — connecting these apps means high-volume form entries turn into scheduled tasks automatically without human bottlenecks.
👥
Team leads
You own the execution phase and depend on someone upstream to hand over project details from client intake forms — this integration means form data flows straight into your task schedule so you never have to chase down project briefs.
🗂️
Finance administrators
You need a reliable history of billable client projects and keep finding gaps in project creation records — with this integration, every client submission generates a verified project entry so your financial records remain complete and audit-ready.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

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Why choose Integrately to automate Float + Jotform

Build and manage your Float + Jotform automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Float + Jotform with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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in $19.99
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in $19.99

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Frequently Asked Questions

How do I connect Float to Jotform?
Frequently Asked Questions
You can connect Float to Jotform in 1 click using ready templates on Integrately, or ask Integrately AI to build the automation for you. It links seamlessly with Slack, Asana, Google Sheets, and 1,500+ other apps.
Can I automatically create a task in Float when a form is submitted in Jotform?
Frequently Asked Questions
Can I connect Float, Jotform, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Float and Jotform?
Frequently Asked Questions
How are Float task fields handled during form submission?
Frequently Asked Questions
Can I filter Jotform submissions before creating Float tasks?
Frequently Asked Questions
Do I need coding skills to automate Float and Jotform?
Frequently Asked Questions
Is the Float and Jotform integration free?
Frequently Asked Questions
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