Zoho Books + Float Integration

Integrate Float to Zoho Books in one click, or tell Integrately AI how you want each project handled. Sync billing and scheduling, create invoices, update projects, alert your team, and track time automatically.

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1.
  • Zoho Books
    Invoice is created in Zoho Books Instant
  • Zoho Books
    Customer payment is created in Zoho Books Instant
  • Zoho Books
    Vendor payment is created in Zoho Books Instant
  • Zoho Books
    Customer is created in Zoho Books Instant
  • Zoho Books
    Customer is updated in Zoho Books Instant
  • Zoho Books
    Sales order is created in Zoho Books Instant
  • Zoho Books
    Purchase order is created in Zoho Books Instant
  • Zoho Books
    Estimate is created in Zoho Books Instant
  • Zoho Books
    Expense is created in Zoho Books Instant
  • Zoho Books
    Item is created in Zoho Books Instant
  • Zoho Books
    Bill is created in Zoho Books Instant
  • Zoho Books
    Credit note is created in Zoho Books Instant
  • Zoho Books
    Delivery challan is created in Zoho Books Instant
  • Zoho Books
    Recurring bill is created in Zoho Books Instant
  • Zoho Books
    Recurring expense is created in Zoho Books Instant
  • Zoho Books
    Recurring invoice is created in Zoho Books Instant
  • Zoho Books
    Project is created in Zoho Books Instant
  • Zoho Books
    Vendor is created in Zoho Books Instant
  • Zoho Books
    Timesheet is created in Zoho Books Instant
  • 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
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2.

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Ready Workflows Ready Workflows for Float + Zoho Books Integration

Track billable hours, sync projects, create invoices, update client accounts, and keep financials aligned, all in just one click.

Most popular automationmost-popular-automations
Zoho Books + Float Integration

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.
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Connect more apps to your Float + Zoho Books flow

Connect task managers, communication tools, and CRMs to keep your team aligned after projects sync. Pick a combination and activate it in one click.

Zoho Books
Float
+
AsanaAsana (4)
+
SlackSlack (4)
+
TogglToggl (3)
+
Google DriveGoogle Drive (3)
+
StripeStripe (3)
+
HubSpotHubSpot (3)
F
Z
A
Create a Zoho Books project and an Asana task whenever a new project is created in Float.
New Float projects instantly generate matching Zoho Books projects and Asana tasks, eliminating manual handoffs between scheduling and task tracking.
Z
A
F
When an invoice is created in Zoho Books, create an Asana task and update the Float project.
Financial milestones in Zoho Books trigger immediate task creation in Asana and project updates in Float.
F
Z
A
Create a Zoho Books customer and an Asana task whenever a new client is created in Float.
Float client profiles automatically generate Zoho Books customers and kickoff tasks in Asana.
F
Z
A
When logged time is updated in Float, update the Zoho Books time entry and create a review task in Asana.
Float time updates refresh Zoho Books time entries and prompt review tasks in Asana.

Supported triggers and actions for Zoho Books and Float

Mix and match to build the exact automation you need

Zoho Books
Zoho Books Triggers & Actions
Instant
Invoice is created in Zoho Books
Triggers the automation when any invoice is added or modified
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Instant
Customer payment is created in Zoho Books
Triggers the automation when payment is made by customer
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Instant
Vendor payment is created in Zoho Books
Triggers the automation when a vendor payment is created
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Instant
Customer is created in Zoho Books
Triggers the automation when a new customer is created
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Instant
Customer is updated in Zoho Books
Triggers the automation when customer details are updated
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Instant
Sales order is created in Zoho Books
Triggers the automation when a sales order is created
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Instant
Purchase order is created in Zoho Books
Triggers the automation when a new purchase order is created
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Instant
Estimate is created in Zoho Books
Triggers the automation when a new estimate is created
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Instant
Expense is created in Zoho Books
Triggers the automation when a new expense is added
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Instant
Item is created in Zoho Books
Triggers the automation when a new item is created
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Instant
Bill is created in Zoho Books
Triggers the automation when a new bill is created
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Instant
Credit note is created in Zoho Books
Triggers the automation when a new credit note is generated
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Instant
Delivery challan is created in Zoho Books
Triggers the automation when a Delivery challan is created
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Instant
Recurring bill is created in Zoho Books
Triggers the automation when a recurring bill is created
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Instant
Recurring expense is created in Zoho Books
Triggers the automation when a recurring expense is created
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Instant
Recurring invoice is created in Zoho Books
Triggers the automation when a recurring invoice is created
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Instant
Project is created in Zoho Books
Triggers the automation when a new project is created
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Instant
Vendor is created in Zoho Books
Triggers the automation when a new vendor is created
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Instant
Timesheet is created in Zoho Books
Triggers the automation when a timesheet is created
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Send an invoice in Zoho Books
Invoice is sent
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Mark invoice as draft in Zoho Books
Marks an invoice as draft in Zoho Books
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Get invoice Pdf by ID in Zoho Books
Retrieves invoice Pdf based on their ID
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Create project in Zoho Books
Generates a new project
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Delete time entry in Zoho Books
Removes a time entry from the system
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Update time entry in Zoho Books
Modifies an existing time entry
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Search time entry by project in Zoho Books
Looks for a specific time entry
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Create time entry in Zoho Books
Adds a new time entry
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Search vendor in Zoho Books
Searches for a vendor
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Mark invoice as void in Zoho Books
Mark an invoice status as void in ZohoBooks.
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Search invoice by combination of filter in Zoho Books
Search invoices by combination of fields.
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Update sales invoice in Zoho Books
Update sales invoice with pre-filled details
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Create sales invoice in Zoho Books
Generates a new sales invoice with pre-filled details
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Search invoice in Zoho Books
Locates and retrieves invoices with
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Create customer in Zoho Books
Adds a new customer to the database
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Search customer in Zoho Books
Locates and retrieves customer information
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Get customer by id in Zoho Books
Retrieves customer information based on their id
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Create item in Zoho Books
Generates a new item
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Search item in Zoho Books
Locates and retrieves particular item information
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Create estimate in Zoho Books
Adds a new contact to the contact list
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Create sales order in Zoho Books
Generates a new sales order with pre-filled details
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Get line items by sales order ID in Zoho Books
Retrieves line items associated with a sales order id
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Update sales order in Zoho Books
Updates sales orders with the latest information
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Create payment in Zoho Books
Generates and process a payment transaction
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Search account in Zoho Books
Searches for account information
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Create purchase order in Zoho Books
Generates a purchase order for approved requests
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Create task in Zoho Books
Creates a new task
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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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What can you automate with Float + Zoho Books?

Streamline your resource planning and accounting workflows with ready-made automation capabilities.

What you can automate?
🔄
Sync new projects between Float and Zoho Books instantly
Initiate accounting workflows the moment a resource project is scheduled in Float. New projects automatically generate corresponding project profiles in Zoho Books without manual data re-entry.
📋
Capture every submitted project detail and custom field
Map all available Float project attributes and client details directly into your Zoho Books records. Your accounting system receives complete context for every billable hour.
🔔
Alert your finance team when invoices or payments occur
Keep accounting and project stakeholders immediately informed of financial events. Automatically notify your team when invoices are created or customer payments are received in Zoho Books.
🔀
Route records based on project type or client tier
Execute different follow-up actions depending on the specific criteria submitted in your Float project. Direct enterprise accounts to specialised billing workflows effortlessly.
🔄
Keep financial records updated as schedules change
Automatically update existing Zoho Books invoices and time entries whenever project timelines or logged hours are modified in Float. Prevent stale data across your operational stack.
🛡️
Prevent duplicates with smart search and upsert logic
Check existing customer and project records before creating new entries in Zoho Books. Ensure your accounting database remains clean and free of duplicate profiles.
💳
Handle payment milestones and billing status updates
Automatically react to invoice creations, customer payments, and billing adjustments. Keep project scheduling aligned with actual financial transactions.
🔌
Extend your workflow to communication and task apps
Connect your core Float and Zoho Books automation to tools like Slack or Asana. Trigger downstream task creation or team notifications as soon as accounting milestones occur.
And much more...

Who is Float + Zoho Books integration for?

Teams managing resource scheduling and accounting find that connecting Float and Zoho Books eliminates manual data entry and financial discrepancies.

Finance Directors and Accountants
Finance Directors and Accountants
Project Managers
Project Managers
Client Services Teams
Client Services Teams
Agency Operations Leads
Agency Operations Leads
Resource Planners
Resource Planners
Business Owners and Freelancers
Business Owners and Freelancers
📈
Finance Directors and Accountants
You rely on accurate billable hours from Float to generate Zoho Books invoices, but manual data transfers mean your revenue reports are always lagging behind — this integration means every time entry and project update flows instantly into your accounting system so financial reports remain current.
⚡
Project Managers
You manage team schedules and project allocations in Float while client invoicing happens in Zoho Books, leading to administrative overhead when tracking billable milestones — connecting these apps means project creations and billing statuses sync automatically without manual cross-checking.
🤝
Client Services Teams
You answer client inquiries regarding project budgets and invoice statuses, but pulling data from separate scheduling and accounting tools wastes valuable client communication time — automating both apps means invoice creations and project timelines are instantly accessible in one place.
📊
Agency Operations Leads
Your growing agency handles high volumes of client projects and logged hours every week, and manual bookkeeping cannot keep up with the resource workload — with this integration, high-volume time tracking and invoicing run smoothly in the background without human bottlenecks.
🔄
Resource Planners
You allocate team members to client projects in Float and depend on finance to set up corresponding client profiles in Zoho Books, resulting in handover delays — this integration means new clients and projects flow effortlessly from scheduling to accounting.
📋
Business Owners and Freelancers
You juggle scheduling, time tracking, and invoicing across standalone platforms, leaving audit gaps and missing revenue records in your history — connecting these apps means every project, client, and invoice forms a reliable, complete financial history.
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Why choose Integrately to automate Zoho Books + Float

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

1,500+ apps connected
1,500+ apps connected
Connect Zoho Books + Float with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
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20M+ Ready Automations
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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.
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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.
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Frequently Asked Questions

How do I connect Float to Zoho Books?
Frequently Asked Questions
You can connect Float to Zoho Books in 1 click using ready templates on Integrately, or ask Integrately AI to build the automation and map the fields for your team.
Can I automatically create Zoho Books projects when new projects are scheduled in Float?
Frequently Asked Questions
Can I connect Float, Zoho Books, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Float and Zoho Books?
Frequently Asked Questions
How does Float sync logged time with Zoho Books?
Frequently Asked Questions
Can Zoho Books invoice creations update project statuses in Float?
Frequently Asked Questions
Do I need coding skills to automate Float and Zoho Books?
Frequently Asked Questions
Is the Float and Zoho Books integration free?
Frequently Asked Questions
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You Can Also Connect Float or Zoho Books With 1500+ Other Apps

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Zoho Books
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Sync Zoho Books with payment gateways, banking tools, and CRM platforms to automate financial reconciliation and customer lifecycle management.
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