Zoho Books + Float Integration

Connect Zoho Books to Float - Automate your workflows in 1-click

Set up Zoho Books automations to simplify your bookkeeping, improve cash flow, track all your finances & transactions in one place, and get better financial insights. Leverage Float automations to simplify appointment scheduling, reduce back-and-forth communication, and manage cancellations efficiently. And automate all the repetitive tasks between Zoho Books & Float using Integrately.

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Ready Workflows For Zoho Books + Float Integration

Just click on the workflow you want to automate

Create Float person from new Zoho Books customer

If you're using Zoho Books and Float to track time for your projects, you'll want to make sure that the customer you create in Zoho Books is also created as a person in Float.

This will ensure that time tracked for that customer is attributed to the correct person in Float, and that you can easily generate reports and invoices for them.

But having to do this manually can be a lot of a pain. But never fear, there's an easy way to fix this! Just activate this automation, connect the accounts and you are all set.

Activate

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Create Your Own Zoho Books & Float Integration Without Any Code

1. Select when the automation is executed

2. Select what action you want to automate

Create Custom Workflow

Invoice is created in Zoho Books
Triggers the automation whenever any invoice is added or modified
Instant
Customer payment is created in Zoho Books
Triggers the automation whenever a Delivery challan is created
Instant
Vendor payment is created in Zoho Books
Triggers the automation whenever a vendor payment is created
Instant
Customer is created in Zoho Books
Triggers the automation whenever a new customer is created
Instant
Customer is updated in Zoho Books
Triggers the automation whenever customer details are updated
Instant
Sales order is created in Zoho Books
Triggers the automation whenever a sales order is created
Instant
Purchase order is created in Zoho Books
Triggers the automation whenever a recurring bill is created
Instant
Estimate is created in Zoho Books Instant
Expense is created in Zoho Books
Triggers the automation whenever a new expense is added
Instant
Item is created in Zoho Books
Triggers the automation whenever a new item is created
Instant
Bill is created in Zoho Books
Triggers the automation whenever a new bill is created
Instant
Credit note is created in Zoho Books
Triggers the automation whenever a new credit note is generated
Instant
Delivery challan is created in Zoho Books
Triggers the automation whenever a new estimate is created
Instant
Recurring bill is created in Zoho Books
Triggers the automation whenever a recurring expense is created
Instant
Recurring expense is created in Zoho Books Instant
Recurring invoice is created in Zoho Books
Triggers the automation whenever a recurring invoice is created
Instant
Project is created in Zoho Books
Triggers the automation whenever a new purchase order is created
Instant
Vendor is created in Zoho Books
Triggers the automation whenever a new vendor is created
Instant
Timesheet is created in Zoho Books
Automatically updates sales orders with the latest information
Instant
Task is created in Float
Triggers the automation whenever a new task is created
Logged time is created in Float
Triggers the automation whenever a log time is created
Logged time is updated in Float
Triggers the automation whenever a log time is modified
Person is created in Float
Triggers the automation whenever a new person is created
Project is created in Float
Triggers the automation whenever a new project is created
Client is created in Float
Triggers the automation whenever a new client is created
Time off is created in Float
Triggers the automation whenever a time off is created
Department is created in Float
Triggers the automation whenever a new department is created

Search vendor in Zoho Books
Triggers the automation whenever a timesheet is created
Create sales invoice in Zoho Books
Automatically generates a new sales invoice with pre-filled details
Search invoice in Zoho Books
Automatically locate and retrieve invoices with
Create customer in Zoho Books
Automatically adds a new customer to the database
Search customer in Zoho Books
Automatically locate and retrieve customer information
Get customer by id in Zoho Books
Automatically retrieves customer information based on their ID
Create item in Zoho Books
Automatically generates and process a payment transaction
Search item in Zoho Books
Automatically searches for a vendor
Create estimate in Zoho Books
Automatically adds a new contact to the contact list
Create sales order in Zoho Books
Automatically generates a new sales order with pre-filled details
Get line items by sales order ID in Zoho Books
Automatically retrieves line items associated with a sales order ID
Update sales order in Zoho Books
Create payment in Zoho Books
Search account in Zoho Books
Automatically searches for account information
Create purchase order in Zoho Books
Automatically generates a purchase order for approved requests
Create task in Zoho Books
Automatically creates a new task
Create task in Float
Automatically creates a new task
Search task in Float
Automatically searches for a task
Update task in Float
Automatically updates the task with new information or changes
Create project in Float
Automatically creates a new project
Search project in Float
Automatically searches for a project
Create logged time in Float
Automatically logs a new time entry
Update logged time in Float
Automatically updates the logged time entries
Search logged time in Float
Automatically searches for logged time
Create client in Float
Automatically generates a new client profile
Create time off in Float
Automatically creates a new time off entry
Create person in Float
Automatically generates a new person
Create milestone in Float
Automatically creates a milestone to track progress
Create department in Float
Automatically generates a new department within the organization

3x-10x Less Expensive Than Popular Alternatives

Popular Alternative

😐

750 Tasks

in $19.⁹⁹

Integrately

😍

2,000 Tasks

in $19.⁹⁹

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Integrate Zoho Books & Float In 1 Click
And Save Time & Money Both

Integrately makes automation accessible to everyone with features like ready 1-click automations, text-to-automation AI, and a guided automation setup process (Guided UI). If you still need help, our 24/5 live chat support has got you covered. So why wait? Sign up for your free plan and automate now!

Want to automate something else in your workflow?

You Can Also Connect Zoho Books or Float With 1200+ Other Apps

Zoho Books is the fastest, most flexible and feature-rich accounting software for small business owners and freelancers. With Zoho Books, you can get up and running in a matter of minutes. No complicated setup or hardware required.

See Zoho Books Integrations

Float is a resource scheduling app that enables you to schedule your team's resources within seconds. It provides features like real-time updates, accurate time tracking, and instant booking for all the members of your team.

See Float Integrations