Float + Klipfolio Integration
Integrate Float to Klipfolio in one click, or tell Integrately AI how you want each logged time handled. Send tracked hours straight to your dashboards, update data sources, refresh metrics, and keep your reports current automatically.
Free forever.Use premium features free for 14 days.1.
Task is created in Float- Logged time is created in Float
- Logged time is updated in Float
- Person is created in Float
- Project is created in Float
- Client is created in Float
- Time off is created in Float
- Department is created in Float
2.
- Create task in Float
- Search task in Float
- Update task in Float
- Create project in Float
- Search project in Float
- Create logged time in Float
- Update logged time in Float
- Search logged time in Float
- Create client in Float
- Create time off in Float
- Create person in Float
- Create milestone in Float
- Create department in Float
Add to data source in Klipfolio- Update data source in Klipfolio
- Refresh data source in Klipfolio
Trusted by experts at...
Ready Workflows for Float + Klipfolio Integration
Track billable hours, update data sources, refresh dashboards, and keep your reporting current, all in just one click.
Sorry, we don’t have a ready workflow for this combination yet.
Create your workflow with Integrately AI.Simply describe what you want to automate, and Integrately AI will build it for you.
Connect more apps to your Float + Klipfolio flow
Send resource data to project management boards, notify your team in chat, and log billing records. Pick a combination and activate it in one click.
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Asana (5)
Asana (5) +
Slack (4)
Slack (4) +
Jira Software Cloud (3)
Jira Software Cloud (3) +
QuickBooks Online (3)
QuickBooks Online (3) +
Google Drive (3)
Google Drive (3) +
Toggl (3)
Toggl (3) F
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Add every new Float project to Klipfolio data sources, and create a tracking task in Asana
New Float projects appear instantly in Klipfolio while Asana creates a corresponding task, so your team starts tracking the initiative without manual handoffs.
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When logged time is created in Float, update your Klipfolio data source and add a comment in Asana
Logged time updates flow straight into Klipfolio while Asana receives a progress note, keeping time tracking aligned with project tasks.
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When time off is created in Float, refresh your Klipfolio data source and create an Asana reminder task
Team time off updates Klipfolio capacity metrics while Asana schedules coverage tasks, preventing project delays.
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If a Float project budget exceeds thresholds, update Klipfolio and create a high-priority task in Asana
High-budget projects route updates to Klipfolio and trigger priority tasks in Asana so managers can review scope immediately.
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Use Claude to evaluate Float task workloads, update Klipfolio metrics, and create an Asana brief
Claude analyses task details from Float before updating Klipfolio dashboards and generating a structured brief in Asana.
Supported triggers and actions for Float and Klipfolio
Mix and match to build the exact automation you need
Float Triggers & Actions
What can you automate with Float + Klipfolio?
Streamline your resource reporting by connecting Float events directly to Klipfolio data sources and metrics.
📊
Sync logged time to executive dashboards automatically
Push every new time entry from Float straight into Klipfolio data sources as soon as your team logs hours. Keep your performance charts updated without manual CSV exports.
📁
Capture complete project metadata in reports
Map all project details, budgets, and client information from Float into your Klipfolio reports instead of summary totals, giving leadership deeper analytical visibility.
🔔
Alert teams when capacity changes occur
Trigger instant team notifications whenever time off or department updates are recorded in Float, keeping everyone aligned on team availability.
🔀
Route data based on project attributes
Send high-priority project metrics to executive Klipfolio dashboards while routing standard operational logs to secondary data sources based on submitted criteria.
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Keep dashboards current as schedules evolve
Automatically update existing Klipfolio data source records whenever team members modify logged time or update project timelines in Float.
🔍
Prevent duplicate entries in your data sources
Search existing records before adding new project data to Klipfolio, ensuring your reporting data sources remain clean and free of redundant entries.
⏱️
Track milestone updates and project phases
Reflect project milestone completions and timeline shifts instantly across your Klipfolio reporting visualizations.
💬
Extend your workflow to team chat apps
Connect Float and Klipfolio workflows with Slack to notify stakeholders immediately when key resource metrics update on your dashboards.
And much more...
Who is Float + Klipfolio integration for?
Resource managers, project leads, and operations teams who need real-time project metrics visible across executive dashboards without manual data exports.
Performance analysts
Operations managers
Client account directors
Resource coordinators
Project leads
Finance directors
📈
Performance analysts
You're monitoring utilization metrics across departments, but your reporting dashboards only update when someone manually exports time records, so the metrics you review are always outdated — automating both apps means every logged time entry lands in your dashboard instantly and your data stays current.
⚡
Operations managers
You need to track project capacity adjustments as they happen, but scheduling changes sit unnoticed in your planner until weekly reviews occur — connecting these apps means capacity updates flow into your reports immediately so you can act fast.
💼
Client account directors
You need to present accurate project progress to stakeholders, but compiling data from schedules and reporting tools takes hours before every meeting — with this integration, project updates populate your client dashboards automatically.
🏢
Resource coordinators
The volume of task assignments and project updates is too high for anyone to keep reporting sheets updated by hand, leading to constant data discrepancies — automating both apps means every project record syncs to your dashboards without manual effort.
👥
Project leads
You depend on upstream resource planners to hand over task details before you can begin tracking, causing frustrating delays in your workflow — this integration means project creation in Float updates your tracking systems instantly.
📋
Finance directors
You need a reliable history of billable hours for revenue reporting, but manual entry errors keep creating gaps in your records — connecting these apps means every time entry flows accurately into your financial dashboards.
Did you know?
Our team can create automations for you... At no extra cost!
Tell us what type of automation you want to make?
Why choose Integrately to automate Float + Klipfolio
Build and manage your Float + Klipfolio automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Float + Klipfolio with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
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
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
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
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
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?
1
Select Automation
2
Connect Accounts
3
Automation is ready
Connect Float + Klipfolio Now 
In Just 1 Click!
Price Comparison with Popular Alternatives
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750 Tasks
in $19.99
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😍
2,000 Tasks
in $19.99
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Frequently Asked Questions
How do I connect Float to Klipfolio?
You can connect Float to Klipfolio in one click using ready-made templates on Integrately, or use Integrately AI to configure custom workflows with apps like Slack, Asana, and Google Drive.
Can I automatically send logged time from Float to Klipfolio dashboards?
Can I connect Float, Klipfolio, and Slack?
What is a good Zapier alternative for Float and Klipfolio?
How do project updates in Float affect Klipfolio reports?
Can I update Klipfolio metrics when time off is logged in Float?
Do I need coding skills to automate Float and Klipfolio?
Is the Float and Klipfolio integration free?
Didn't find the answer you were looking for?
No worries — just send us a message and we’ll get back to you as soon as possible.
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