

Service Provider Pro + Float Integration
Integrate Float to Service Provider Pro in one click, or tell Integrately AI how you want each order handled. Create new projects, log time, schedule team resources, and update tasks automatically.
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Ready Workflows for Service Provider Pro + Float Integration
Create projects from new orders, update team resources, track logged time, and notify stakeholders, 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 + Service Provider Pro flow
Send order notifications to team channels, log billing data in spreadsheets, and trigger client updates instantly. Pick a combination and activate it in one click.


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Slack (4)
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Trello (3)
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Google Sheets (3)
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QuickBooks Online (3)
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Stripe (3)
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Gmail (3)
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Create a Float project whenever an order is created in Service Provider Pro, and notify your team instantly on Slack.
New Service Provider Pro orders instantly create a project in Float while Slack notifies your team, eliminating manual setup.
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When a Service Provider Pro order status changes, update the Float task and post the update in Slack.
Order status updates in Service Provider Pro automatically modify Float tasks and alert your team on Slack.
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When an invoice is paid in Service Provider Pro, create a client in Float and notify finance on Slack.
Paid invoices in Service Provider Pro automatically register clients in Float and alert your finance channel on Slack.
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Use Claude to analyse Service Provider Pro form submissions, create a Float task, and alert your team in Slack.
Claude evaluates incoming Service Provider Pro form submissions before creating a task in Float and notifying Slack.
Supported triggers and actions for Service Provider Pro and Float
Mix and match to build the exact automation you need

Service Provider Pro Triggers & Actions
Instant
Order is created in Service Provider Pro
Triggers the automation when a new order is created
Try it → Instant
Order status is changed in Service Provider Pro
Triggers the automation when the order status changes
Try it → Instant
Tag is added to order in Service Provider Pro
Triggers the automation when a tag is added
Try it → Instant
Invoice is paid in Service Provider Pro
Triggers the automation when an invoice is marked as paid
Try it → Instant
Invoice is refunded in Service Provider Pro
Triggers the automation when an invoice is refunded
Try it → Instant
Account is created in Service Provider Pro
Triggers the automation when a new account is created
Try it → Instant
Form is submitted in Service Provider Pro
Triggers the automation when a form is filled
Try it → Instant
Subscription is cancelled in Service Provider Pro
Triggers the automation when a subscription is cancelled
Try it → Instant
Subscription is paid in Service Provider Pro
Triggers the automation when a subscription fee is successfully paid
Try it → Instant
Subscription is failed in Service Provider Pro
Triggers the automation when a subscription payment has failed
Try it → Instant
Message is posted in Service Provider Pro
Triggers the automation when a message is posted
Try it → Instant
Ticket is created in Service Provider Pro
Triggers the automation when a new ticket is created
Try it → 
Float Triggers & Actions
What can you automate with Float + Service Provider Pro?
Streamline agency operations by connecting client billing events directly to your team resource schedules and project boards.
🚀
Trigger Float projects from new agency orders
Automatically create a new project in Float the moment an order is created in Service Provider Pro, removing manual setup steps.
📋
Capture every submitted client intake form
Map custom form responses from Service Provider Pro straight into Float tasks and project fields so your team has all details.
🔔
Alert team members as orders arrive
Send instant notifications to the right channel or person whenever an order status changes or a new invoice is paid.
🔀
Route tasks based on submitted order fields
Create different project types or assign specific department resources in Float depending on the service tier selected in Service Provider Pro.
🔄
Keep project statuses synchronized across apps
Update Float tasks and project timelines automatically whenever order statuses or subscriptions change in Service Provider Pro.
👥
Create or update client records without duplicates
Search existing client databases in Float before creating new profiles when orders or accounts are registered in Service Provider Pro.
💳
Handle payment and refund events seamlessly
Adjust project schedules or update client statuses in Float instantly when invoices are paid, refunded, or subscriptions fail.
💬
Extend billing workflows to team messaging apps
Connect your core pair to Slack to broadcast order updates, payment receipts, and project kickoff alerts in real time.
And much more...
Who is Float + Service Provider Pro integration for?
Agency owners and project managers using Float and Service Provider Pro save hours of manual data entry by automating resource scheduling and client billing.
Operations directors
Project managers
Account managers
Agency founders
Resource planners
Finance teams
📈
Operations directors
You're reviewing resource utilisation reports in Float, but your client order data in Service Provider Pro only updates when someone manually exports rows, so the capacity metrics you're planning against are always a few hours behind — with this integration, every new order creates a project instantly and your resource data stays current.
⚡
Project managers
You need to assign team members to new client deliverables the moment a contract is signed, but manual handoffs between billing and scheduling mean you often find out about new work too late — automating both apps means every order creates a task instantly and your team can start scheduling without delay.
🤝
Account managers
You answer to clients who want immediate visibility into their project kickoffs, but copying order details from billing platforms into resource planners creates bottlenecks — this integration means every client order is scheduled automatically and your stakeholders see progress right away.
🏢
Agency founders
The volume of client orders is too high for your operations team to keep up with manual data entry between billing and resource scheduling, leading to missed project setups — connecting these apps means every new order handles project creation automatically and nothing slips through the cracks.
⏱️
Resource planners
You depend on sales and billing teams to hand over project details before you can assign team capacity in Float, but communication gaps leave resources unassigned — automating both apps means every submitted order populates your scheduling queue instantly and your planning workflow runs smoothly.
📊
Finance teams
You need a reliable history connecting client invoices and billable resource allocation, but manual tracking leaves persistent gaps in your audit logs — this integration means every paid invoice and project update syncs seamlessly and your financial history remains accurate.

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 Service Provider Pro + Float
Build and manage your Service Provider Pro + Float automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Service Provider Pro + Float 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
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Connect Accounts
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Automation is ready
Connect Service Provider Pro + Float Now 
In Just 1 Click!
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Frequently Asked Questions
How do I connect Float to Service Provider Pro?
You can connect Float to Service Provider Pro instantly using 1-click ready workflows on Integrately or by asking Integrately AI to build your custom automation. It links your favorite tools like Slack, Google Sheets, and QuickBooks Online without any coding.
Can I automatically create a Float project when a new order is created in Service Provider Pro?
Can I connect Float, Service Provider Pro, and Slack?
What is a good Zapier alternative for Float and Service Provider Pro?
How do Service Provider Pro orders update resource scheduling in Float?
Can I sync paid invoices from Service Provider Pro to Float?
Do I need coding skills to automate Float and Service Provider Pro?
Is the Float and Service Provider Pro 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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