Float + Simplero Integration
Integrate Float to Simplero in one click, or tell Integrately AI how you want each purchase handled. Create projects, track logged time, update contacts, and trigger follow-ups 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
Tag is added to contact in Simplero Instant- Tag is removed from contact in Simplero Instant
- Purchase is created in Simplero Instant
- Purchase is deleted in Simplero Instant
- Subscription is created in Simplero Instant
- Subscription is deleted in Simplero Instant
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
- Search purchase by email in Simplero
- Create or update contact in Simplero
- Search contact by email in Simplero
- Add tag to contact in Simplero
- Remove tag from contact in Simplero
- Subscribe to a List in Simplero
- Unsubscribe from list in Simplero
Trusted by experts at...
Ready Workflows for Float + Simplero Integration
Create projects from purchases, track resource time, update contact tags, and alert your team, 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 + Simplero flow
Teams connect accounting, communication, and marketing tools to sync client data and streamline project delivery. Pick a combination and activate it in one click.
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Stripe (4)
Stripe (4) +
Slack (4)
Slack (4) +
ActiveCampaign (4)
ActiveCampaign (4) +
Google Calendar (4)
Google Calendar (4) +
Zoom (4)
Zoom (4) +
Notion (4)
Notion (4) S
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When a new charge is created in Stripe, create a project in Float and create or update the contact in Simplero.
Stripe payments instantly trigger a new project in Float while updating contact records in Simplero without manual data entry.
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When a subscription is created in Stripe, create a task in Float and add a tag to the contact in Simplero.
New Stripe subscriptions create kickoff tasks in Float and tag customer profiles in Simplero automatically.
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If a Stripe payment fails, search the customer email in Simplero and update their task status in Float.
Failed Stripe payments locate matching Simplero contacts and update assigned Float tasks for your finance team.
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Turn every Stripe refund into a canceled project task in Float and remove the customer tag in Simplero.
Stripe refunds automatically close out scheduled tasks in Float and clean up contact tags in Simplero.
Supported triggers and actions for Float and Simplero
Mix and match to build the exact automation you need
Float Triggers & Actions
Simplero Triggers & Actions
Instant
Purchase is created in Simplero
Triggers the automation when a new purchase is created
Try it → Instant
Purchase is deleted in Simplero
Triggers the automation when any purchase is deleted
Try it → Instant
Subscription is created in Simplero
Triggers the automation when a new subscription is created
Try it → Instant
Subscription is deleted in Simplero
Triggers the automation when a subscription is deleted
Try it → What can you automate with Float + Simplero?
Streamline your resource planning and course delivery with powerful ready-made workflows.
🚀
Sync customer purchases to project schedules instantly
Trigger a new project in Float the moment a purchase is created in Simplero. Your resource scheduling begins automatically without manual data entry.
📋
Capture every submitted field in your contact records
Map available purchase details and contact fields between Simplero and Float. Your scheduling queue receives complete customer context every time.
🔔
Notify your team as soon as orders arrive
Alert your delivery channel in Slack the second a new subscription or purchase goes through. Everyone stays informed without checking multiple dashboards.
🔀
Route tasks differently based on submitted tags
Check contact tags in Simplero to decide how tasks are created in Float. VIP buyers get prioritized scheduling while standard members follow regular queues.
🔄
Keep project records updated as time is logged
Reflect logged time updates from Float across your Simplero purchase records. Your financial tracking and project hours stay perfectly synchronized.
🔍
Search and update existing contacts without duplicates
Look up existing contact emails in Simplero before creating new records. Prevent duplicate entries and maintain clean customer databases.
⚠️
Handle subscription cancellations and refunds smoothly
Update active projects in Float and remove customer tags in Simplero when subscriptions are deleted or refunded. Clean up records automatically.
🔗
Extend your workflow to external team apps
Connect your Float and Simplero core flow with tools like Slack or Notion. Notify teams and log documentation as part of a single automated pipeline.
And much more...
Who is Float + Simplero integration for?
Connecting resource scheduling and course delivery helps operations teams, course creators, and managers eliminate manual data entry and keep projects aligned with customer actions.
Operations Managers
Customer Success Leads
Agency Owners
Course Creators
Project Coordinators
Finance Managers
📈
Operations Managers
You're overseeing team resource allocation in Float while customer purchases land in Simplero, but your capacity reports only update when someone exports data by hand, so your project forecasts are always outdated — with this integration, every new purchase creates a project instantly and your resource capacity stays accurate.
⚡
Customer Success Leads
You need to act fast when new members subscribe, but client details get trapped in Simplero before your scheduling team sees them in Float, leaving your onboarding delayed — with this integration, new subscriptions generate scheduling tasks instantly and your team starts onboarding right away.
📊
Agency Owners
You answer to clients who want to see project progress while your billable hours in Float remain disconnected from their purchase history in Simplero, making status reviews painful — with this integration, logged hours match purchase records automatically and your client reporting stays clear.
🔄
Course Creators
The sales volume from your membership platform is too high for anyone to keep up with manual project setup, causing onboarding bottlenecks across your team — with this integration, every new purchase generates a project and updates contact records automatically without human error.
🎯
Project Coordinators
You own the scheduling step in Float but depend on sales data from Simplero to kick off tasks, leaving you waiting for manual handoffs — with this integration, purchase events trigger task creation instantly and your project pipeline flows without interruption.
📁
Finance Managers
You need a reliable history of billable time against course revenue, but keeping your tracking sheets aligned with customer purchases creates constant data gaps — with this integration, purchase and time records stay synchronized across your entire tech stack.
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 + Simplero
Build and manage your Float + Simplero automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Float + Simplero 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 + Simplero Now 
In Just 1 Click!
Price Comparison with Popular Alternatives
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2,000 Tasks
in $19.99
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Frequently Asked Questions
How do I connect Float to Simplero?
You can connect Float to Simplero in 1 click using ready templates on Integrately, or ask Integrately AI to build the automation. It links your resource scheduling and course delivery tools instantly alongside apps like Slack, Stripe, and Notion.
Can I automatically create a Float project when a new Simplero purchase is made?
Can I connect Float, Simplero, and Slack?
What is a good Zapier alternative for Float and Simplero?
How does Float handle data syncing with Simplero?
Can I update Simplero contact tags from Float updates?
Do I need coding skills to automate Float and Simplero?
Is the Float and Simplero 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.
Want to automate something else in your workflow?
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