Float + Notion
Create new Float clients from new Notion database items
Manage your work more effectively with this simple automation. When a new item is added in your Notion database, this workflow will promptly create a new client in your Float app. It's a seamless way to ensure important information is transferred instantly, helping you to stay organized and efficient.
Manage your work more effectively with this simple automation. When a new item is added in your Notion database, this workflow will promptly create a new client in your Float app. It's a seamless way to ensure important information is transferred instantly, helping you to stay organized and efficient.
- When this happens...
New Database ItemTriggers when a new item is created in a database.
TriggerScheduledZapier checks for new data every 15 min on the Free plan - automatically do this!
Create ClientCreates a new client.
ActionWriteCreate a new record or update an existing record in your app.
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DatabaseRequired
Content
Content Format
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PageRequired
ContentRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Api Docs Info
Apply standard error handling?Required
HTTP MethodRequired
URLRequired
Query String Parameters
Additional Request Headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
Retrieve Database
This action retrieves a database in Notion using the ID of the database.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PageRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appTitleRequired
Exact MatchRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appDatabaseRequired
Content
Content Format
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
New Department
Triggers when a new department is added.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Milestone
Triggers when a new milestone is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Phase
Triggers when a new phase is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Project Task
Triggers when a new project task is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Time Off
Triggers when a new time off is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planUpdated Phase
Triggers when a phase is modified.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planUpdated Project Task
Triggers when a project task is modified.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DateRequired
HoursRequired
Person IDRequired
Project IDRequired
Allocation ID
Task Name
Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
People Type
Email
Role Name
Department ID
Notes
Employee Type
Default Hourly Rate
Tag Names
Start Date
End Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Project Code
All PMs Have Edit Rights
Billable
Tentative
Status
Color
Notes
Client ID
Budget Type
Budget Total
Budget Priority
Locked Task List
Default Hourly Rate
Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Project IDRequired
People IDsRequired
Status
HoursRequired
Start DateRequired
End DateRequired
Name
Notes
Repeat State
Repeat End Date
Start Time
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Project IDRequired
Logged Time IDRequired
Date
HoursRequired
Person ID
Task Name
Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Person IDRequired
NameRequired
People Type
Email
Role Name
Department ID
Notes
Employee Type
Default Hourly Rate
Tag Names
Start Date
End Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Project IDRequired
NameRequired
Project Code
All PMs Have Edit Rights
Billable
Tentative
Status
Color
Notes
Client ID
Budget Type
Budget Total
Budget Priority
Locked Task List
Default Hourly Rate
Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Allocation IDRequired
Project ID
People IDs
Status
HoursRequired
Start Date
End Date
Name
Notes
Repeat State
Repeat End Date
Start Time
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Person ID (priority over email)
Email (required if ID is not used)
ActionThis is an event a Zap performs.SearchFind existing data in your appAllocation IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appPerson ID (priority over email)
Email
NameRequired
People Type
Role Name
Department ID
Notes
Employee Type
Default Hourly Rate
Tag Names
Start Date
End Date
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundAllocation IDRequired
Project IDRequired
People IDsRequired
Status
HoursRequired
Start DateRequired
End DateRequired
Name
Notes
Repeat State
Repeat End Date
Start Time
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
PageRequired
CommentRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Parent PageRequired
Title
Content
Icon
Cover
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DatabaseRequired
ItemRequired
Content
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Retrieve a Page
This action retrieves a specific page from Notion using its ID. The page id can be a normal page or a database item.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Block IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appDatabaseRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appPageRequired
CommentRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNew Client
Triggers when a new client is added.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Person
Triggers when a new person is added.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Project
Triggers when a new project is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Allocation
Triggers when a new allocation is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planUpdated Project
Triggers when a project is modified.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planUpdated Allocation
Triggers when an allocation is modified.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Project IDRequired
DateRequired
End Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Project IDRequired
NameRequired
Start DateRequired
End DateRequired
Color
Notes
Budget Total
Default Hourly Rate
Billable
Status
Active
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Project IDRequired
NameRequired
Billable
Budget
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.People IDsRequired
Time Off Type IDRequired
Start DateRequired
End DateRequired
Hours
Full Day
Additional notes about the time off
Status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Milestone IDRequired
NameRequired
Project IDRequired
DateRequired
End Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Project IDRequired
NameRequired
Start DateRequired
End DateRequired
Color
Notes
Budget Total
Default Hourly Rate
Billable
Status
Active
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Project Task IDRequired
Project IDRequired
NameRequired
Billable
Budget
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Person IDRequired
Project IDRequired
Logged Time IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appProject IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appPerson IDRequired
Project IDRequired
Logged Time IDRequired
DateRequired
HoursRequired
Allocation ID
Task Name
Notes
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundProject IDRequired
NameRequired
Project Code
All PMs Have Edit Rights
Billable
Tentative
Status
Color
Notes
Client ID
Budget Type
Budget Total
Budget Priority
Locked Task List
Default Hourly Rate
Tags
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
About Float
Related categories
About Notion
Related categories
Related Zap Templates
- Update Notion database items when tasks are updated in Float
- Create Float projects from new Notion database items
- Create tasks in Float from new database items in Notion
- Create database items in Notion for every new task in Float
- Create new items in Notion database whenever new people are added in Float