Float + FreeAgent Integration

Q: Can I automatically create FreeAgent invoices from Float projects?

You can generate FreeAgent invoices automatically whenever projects or tasks are created in Float using ready-made templates on Integrately. Pick a ready automation or use Integrately AI to customise your billing workflow.

Q: Can I connect Float, FreeAgent, and Slack?

You can connect Float, FreeAgent, and Slack together in a single multi-step automation to sync billing data and notify your team instantly. Alongside Slack, you can connect Asana, Google Drive, Gmail, and 1,500+ other apps.

Q: What is a good Zapier alternative for Float and FreeAgent?

Integrately is a fast, reliable alternative for connecting Float and FreeAgent with 20 million+ ready automation templates, 24/5 live chat support, and advanced AI-assisted workflow building.

Q: How do Float tasks and projects sync with FreeAgent?

Float projects and tasks can automatically create corresponding projects and contacts in FreeAgent using 1-click automations on Integrately. There are ready templates available — start from the Float and FreeAgent integration.

Q: Can I sync FreeAgent contacts and invoices back to Float?

You can sync FreeAgent contacts, invoices, and payment statuses back to Float automatically using ready-made workflows on Integrately. There are ready templates available — start from the Float and FreeAgent integration.

Q: Do I need coding skills to set up this integration?

Connecting Float and FreeAgent requires no coding skills at all. You can use pre-built templates or describe your exact workflow to Integrately AI to build it automatically.

Q: Is the Float and FreeAgent integration free?

The Float and FreeAgent integration is available on Integrately with a free forever plan so you can start automating your billing and scheduling workflows right away.

Integrate Float to FreeAgent in one click, or tell Integrately AI how you want each project handled. Track billable hours, generate invoices, update financial records, and sync project budgets automatically.

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Free forever.

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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
Contact is created in FreeAgent
Invoice is created in FreeAgent
Task is created in FreeAgent
User is created in FreeAgent

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
Create project in FreeAgent
Create invoice in FreeAgent
Create contact in FreeAgent
Create task in FreeAgent
Generate cashflow summary for given period in FreeAgent

Trusted by experts at...

Ready Workflows for Float + FreeAgent Integration

Create accounting projects, log billable hours, generate invoices, update financial summaries, and track client expenses, all in just one click.

Create Float person from new FreeAgent contact

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

This will ensure that time tracked for that contact 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

1of1

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Float + FreeAgent flow

Automate billing handoffs, notify finance teams, store documents in cloud drives, and keep financial ledgers synchronized across your stack. Pick a combination and activate it in one click.

Slack (8)

Asana (8)

Google Drive (8)

Gmail (8)

QuickBooks Online (8)

Xero (8)

When a project is created in Float, create a project in FreeAgent, and notify your finance channel in Slack

New Float projects appear in FreeAgent instantly and your finance channel hears about it in Slack, so billing setup happens without delay.

When an invoice is created in FreeAgent, create a task in Float, and post an alert in Slack

FreeAgent invoices immediately trigger a task in Float and alert your team in Slack, ensuring scheduling matches billing.

When a FreeAgent project moves to a new stage, update the project in Float and notify your team in Slack

Project stage changes in FreeAgent update Float automatically and notify your team on Slack, keeping scheduling aligned with accounting.

Create a FreeAgent invoice for every completed Float project, and notify accounting on Slack

Completed Float projects generate FreeAgent invoices automatically while alerting accounting on Slack, closing the loop on billable work.

If a FreeAgent invoice exceeds a high amount, create a project in Float and alert management in Slack

High-value FreeAgent invoices automatically spin up a dedicated Float project and notify management on Slack for priority tracking.

When a FreeAgent invoice is paid, update the Float project status and post a confirmation in Slack

Paid invoices in FreeAgent update project statuses in Float and post confirmations in Slack, keeping teams aligned on financial milestones.

Use Claude to summarise every new FreeAgent invoice description, create a task in Float, and post the summary in Slack

Claude summarises FreeAgent invoice details, creates a task in Float, and posts the brief on Slack so teams grasp billing context instantly.

When a project is created in Float, create a contact in FreeAgent, create a task in Asana, and notify your team in Slack

New Float projects create FreeAgent contacts, generate tasks in Asana, and notify your team on Slack in a single multi-step workflow.

When a project is created in Float, create a project in FreeAgent, and create a tracking task in Asana

Float projects instantly generate FreeAgent accounting records and Asana tracking tasks, aligning resource planning with project execution.

When an invoice is created in FreeAgent, create a task in Float, and create a follow-up task in Asana

New FreeAgent invoices create corresponding Float tasks and Asana follow-ups, connecting billing events directly to task execution.

When a Float project is updated, update the FreeAgent project and update the task in Asana

Project updates in Float synchronize instantly with FreeAgent accounting records and Asana task boards.

Create a FreeAgent contact for every new person in Float, and create an onboarding task in Asana

New team members or clients in Float automatically establish FreeAgent contacts and Asana onboarding tasks.

If a Float project budget is high, create a FreeAgent project and create a priority task in Asana

High-budget Float projects automatically generate FreeAgent projects and priority Asana tasks for senior oversight.

When a FreeAgent invoice is created, create a task in Float, and mark the Asana task complete

New FreeAgent invoices trigger Float tasks and close out related preparation items in Asana automatically.

Use Gemini to analyse every new Float project scope, create a FreeAgent project, and create a breakdown task in Asana

Gemini analyses Float project scopes, creates FreeAgent projects, and generates detailed task breakdowns in Asana.

When a project is created in Float, create a contact in FreeAgent, create a project in Slack, and create a task in Asana

New Float projects create FreeAgent contacts, Slack channel updates, and Asana execution tasks simultaneously.

When a project is created in Float, create a project in FreeAgent, and create a folder in Google Drive

Float projects instantly establish FreeAgent accounting records and dedicated project folders in Google Drive.

When an invoice is created in FreeAgent, create a task in Float, and save the invoice PDF in Google Drive

New FreeAgent invoices create Float tasks and automatically save invoice files to designated Google Drive folders.

When a Float project is updated, update the FreeAgent project, and update the document in Google Drive

Project modifications in Float update FreeAgent records and sync corresponding documentation files in Google Drive.

Create a FreeAgent contact for every new client in Float, and create a client folder in Google Drive

New clients in Float automatically establish FreeAgent contacts and structured client folders in Google Drive.

If a FreeAgent invoice is created for an enterprise client, create a Float project and save the contract in Google Drive

Enterprise invoices in FreeAgent trigger dedicated Float projects and archive contract documents in Google Drive automatically.

When a FreeAgent invoice is paid, create a payment record in Float and archive the document in Google Drive

Paid invoices in FreeAgent update Float project records and archive payment confirmation files in Google Drive.

Use ChatGPT to summarise every new FreeAgent project brief, create a project in Float, and save the summary document in Google Drive

ChatGPT summarises FreeAgent briefs, creates Float projects, and saves the generated summary documents in Google Drive.

When a project is created in Float, create a project in FreeAgent, upload the brief to Google Drive, and notify your team in Slack

New Float projects create FreeAgent records, upload briefs to Google Drive, and notify your team on Slack.

When a project is created in Float, create a project in FreeAgent, and send a notification email via Gmail

Float projects generate FreeAgent accounting records and trigger confirmation notification emails via Gmail automatically.

When an invoice is created in FreeAgent, create a task in Float, and email the client via Gmail

New FreeAgent invoices create Float tasks and automatically dispatch billing notification emails to clients via Gmail.

When a Float project status changes, update the FreeAgent project and send a status update via Gmail

Project status modifications in Float update FreeAgent records and email status reports to clients via Gmail.

Create a FreeAgent contact for every new person in Float, and send a welcome email via Gmail

New team members or clients added in Float automatically establish FreeAgent contacts and receive welcome emails via Gmail.

If a FreeAgent invoice is overdue, create a task in Float and send a payment reminder via Gmail

Overdue FreeAgent invoices automatically trigger collection tasks in Float and dispatch reminder emails via Gmail.

When a FreeAgent invoice is paid, update the Float project and send a receipt via Gmail

Paid invoices in FreeAgent update project statuses in Float and automatically email payment receipts to clients via Gmail.

Use Claude to draft every new FreeAgent invoice message, create a Float task, and send the email via Gmail

Claude drafts personalised FreeAgent invoice messages, creates Float tasks, and sends client emails via Gmail.

When a project is created in Float, create a contact in FreeAgent, send an email via Gmail, and notify your team in Slack

New Float projects create FreeAgent contacts, send introductory emails via Gmail, and post Slack alerts.

When a project is created in Float, create a project in FreeAgent, and create a customer in QuickBooks Online

Float projects generate FreeAgent records and establish matching customer profiles in QuickBooks Online automatically.

When an invoice is created in FreeAgent, create a task in Float, and create an invoice in QuickBooks Online

FreeAgent invoices trigger Float tasks and automatically generate matching invoices in QuickBooks Online for reconciliation.

When a Float project is updated, update the FreeAgent project and update the customer in QuickBooks Online

Float project modifications update FreeAgent records and sync customer profile changes in QuickBooks Online.

Create a FreeAgent contact for every new client in Float, and create a customer in QuickBooks Online

New clients added in Float automatically establish FreeAgent contacts and QuickBooks Online customer profiles.

If a FreeAgent invoice is paid, create a task in Float and record the payment in QuickBooks Online

Paid FreeAgent invoices trigger Float tasks and record matching payment entries in QuickBooks Online automatically.

When a FreeAgent project is created, create a Float project and create an estimate in QuickBooks Online

New FreeAgent projects establish Float resource schedules and generate matching estimates in QuickBooks Online.

Use Gemini to categorise every new FreeAgent expense, create a Float project, and create an expense in QuickBooks Online

Gemini categorises FreeAgent expenses, creates Float projects, and logs corresponding expense entries in QuickBooks Online.

When a project is created in Float, create a contact in FreeAgent, create an invoice in QuickBooks Online, and notify your team in Slack

New Float projects create FreeAgent contacts, generate QuickBooks Online invoices, and post team Slack alerts.

When a project is created in Float, create a project in FreeAgent, and create a contact in Xero

Float projects generate FreeAgent records and establish matching contact profiles in Xero automatically.

When an invoice is created in FreeAgent, create a task in Float, and create an invoice in Xero

FreeAgent invoices trigger Float tasks and automatically generate matching invoices in Xero for cross-platform reconciliation.

When a Float project is updated, update the FreeAgent project and update the contact in Xero

Float project modifications update FreeAgent records and sync contact detail changes in Xero.

Create a FreeAgent contact for every new client in Float, and create a customer in Xero

New clients added in Float automatically establish FreeAgent contacts and Xero customer profiles.

If a FreeAgent invoice is created, create a task in Float and create a bill in Xero

New FreeAgent invoices trigger Float tasks and automatically generate matching bills in Xero for accounts payable tracking.

When a FreeAgent invoice is paid, update the Float project and reconcile the payment in Xero

Paid FreeAgent invoices update Float project records and automatically reconcile payment entries in Xero.

Use Perplexity to review every new FreeAgent invoice, create a Float task, and create a draft bill in Xero

Perplexity reviews FreeAgent invoices, creates Float tasks, and generates draft bills in Xero for accountant approval.

When a project is created in Float, create a contact in FreeAgent, create an invoice in Xero, and notify your team in Slack

New Float projects create FreeAgent contacts, generate Xero invoices, and post team Slack notifications.

Supported triggers and actions for Float and FreeAgent

Mix and match to build the exact automation you need

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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FreeAgent Triggers & Actions

Contact is created in FreeAgent

Triggers the automation when a new contact is created

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Invoice is created in FreeAgent

Triggers the automation when any invoice is added or modified

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Task is created in FreeAgent

Triggers the automation when a new task is created

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User is created in FreeAgent

Triggers the automation when a new user is created

Try it →

What can you automate with Float + FreeAgent?

Streamline your resource planning and accounting workflows with powerful automated triggers and actions.

Get Started For Free

🚀

Create FreeAgent projects from Float projects automatically

Streamline your workflow by generating a FreeAgent project whenever a new project is set up in Float, eliminating manual data entry between your scheduling and accounting tools.

📋

Capture every project and task detail without missing fields

Map all available Float project and task attributes straight into FreeAgent instead of just basic titles, ensuring your accounting records contain complete project metadata.

🔔

Alert your team instantly when new projects or invoices are created

Send real-time notifications to your finance or management team on Slack or via email the moment a new project or invoice is generated in your workflow.

🔀

Route workflows conditionally based on project values or client tiers

Set up rules that direct high-value projects or specific client categories to specialized billing workflows and department queues automatically.

🔄

Keep project details updated across platforms in real time

Synchronize updates made to tasks or projects in Float directly with FreeAgent so your financial and scheduling records always match.

🔍

Search and update existing records to prevent duplicate entries

Check for existing contacts, projects, or tasks before creating new ones, keeping your databases clean and organized automatically.

💳

Manage payment updates and project status changes effortlessly

Trigger follow-up actions when invoices are paid, projects are completed, or status flags change across your connected apps.

🔗

Extend your accounting workflow to Slack or Google Drive

Push project summaries to Google Drive folders or broadcast billing alerts on Slack to keep your wider team fully informed.

And much more...

Who is Float + FreeAgent integration for?

Connecting Float and FreeAgent brings resource scheduling and accounting together, helping teams eliminate manual data entry, keep project budgets accurate, and streamline billing.

Finance directors

Project managers

Agency owners

Operations teams

Accountants

Finance managers

📈

Finance directors

You review financial reports and resource allocation to plan budgets, but your accounting system only updates when someone manually exports data, so your profitability figures are always out of date — with this integration, every project and invoice syncs instantly and your financial overview stays accurate.

⚡

Project managers

You manage team schedules and billable hours in Float, but you only discover accounting discrepancies when invoices fail, so billing delays pile up — with this integration, every project and invoice change triggers instant updates so you can resolve issues immediately.

📊

Agency owners

You report project progress and billing to clients every week, but pulling numbers across resource tools and accounting software takes hours, so your reports are always delayed — with this integration, project tracking and financial data align automatically to give you clear, instant reporting.

⚙️

Operations teams

You handle hundreds of client projects and team schedules every month, but entering billing details by hand leads to missing records and invoicing errors, so your team wastes hours on manual admin — with this integration, project and invoice data flows seamlessly across platforms to handle high volume without errors.

💼

Accountants

You need to create invoices and track payments in FreeAgent based on team hours logged in Float, but manual handoffs cause bottlenecks and delayed billing, so your month-end closing drags on — with this integration, every billable hour and project flows directly into your accounting software the moment work happens.

📁

Finance managers

You audit project profitability and expense records, but fragmented data between scheduling and accounting leaves missing audit trails, so your financial records have gaps — with this integration, every project, task, and invoice creates a complete, reliable history automatically.

Try This Integration – No Code Needed

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 + FreeAgent

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

1,500+ apps connected

Connect Float + FreeAgent 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.

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Frequently Asked Questions

How do I connect Float to FreeAgent?

You can connect Float to FreeAgent instantly using ready-made workflows on Integrately, or by asking Integrately AI to build the automation for your team. With 1,500+ supported apps including Slack, Asana, Google Drive, and Gmail, setting up your integration takes just one click.

Can I automatically create FreeAgent invoices from Float projects?

Can I connect Float, FreeAgent, and Slack?

What is a good Zapier alternative for Float and FreeAgent?

How do Float tasks and projects sync with FreeAgent?

Can I sync FreeAgent contacts and invoices back to Float?

Do I need coding skills to set up this integration?

Is the Float and FreeAgent integration free?

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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?

You Can Also Connect Float or FreeAgent With 1500+ Other Apps

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Float + FreeAgent Integration

Integrate Float to FreeAgent in one click, or tell Integrately AI how you want each project handled. Track billable hours, generate invoices, update financial records, and sync project budgets automatically.

Trusted by experts at...

Ready Workflows for Float + FreeAgent Integration

Create accounting projects, log billable hours, generate invoices, update financial summaries, and track client expenses, all in just one click.

Create Float person from new FreeAgent contact

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Float + FreeAgent flow

Automate billing handoffs, notify finance teams, store documents in cloud drives, and keep financial ledgers synchronized across your stack. Pick a combination and activate it in one click.

Supported triggers and actions for Float and FreeAgent

Mix and match to build the exact automation you need

What can you automate with Float + FreeAgent?

Streamline your resource planning and accounting workflows with powerful automated triggers and actions.

Who is Float + FreeAgent integration for?

Connecting Float and FreeAgent brings resource scheduling and accounting together, helping teams eliminate manual data entry, keep project budgets accurate, and streamline billing.

Did you know?

Our team can create automations for you... At no extra cost!

Why choose Integrately to automate Float + FreeAgent

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

How Integrately Works?

Trusted by 42,000+ Customers

Frequently Asked Questions

Want to automate something else in your workflow?

You Can Also Connect Float or FreeAgent With 1500+ Other Apps

Automate Your Tedious Tasks
With A Single Click

It's so easy a caveman could do it.

Float + FreeAgent Integration

Integrate Float to FreeAgent in one click, or tell Integrately AI how you want each project handled. Track billable hours, generate invoices, update financial records, and sync project budgets automatically.

Trusted by experts at...

Ready Workflows for Float + FreeAgent Integration

Create accounting projects, log billable hours, generate invoices, update financial summaries, and track client expenses, all in just one click.

Create Float person from new FreeAgent contact

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Float + FreeAgent flow

Automate billing handoffs, notify finance teams, store documents in cloud drives, and keep financial ledgers synchronized across your stack. Pick a combination and activate it in one click.

Supported triggers and actions for Float and FreeAgent

Mix and match to build the exact automation you need

What can you automate with Float + FreeAgent?

Streamline your resource planning and accounting workflows with powerful automated triggers and actions.

Who is Float + FreeAgent integration for?

Connecting Float and FreeAgent brings resource scheduling and accounting together, helping teams eliminate manual data entry, keep project budgets accurate, and streamline billing.

Did you know?

Our team can create automations for you... At no extra cost!

Why choose Integrately to automate Float + FreeAgent

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

How Integrately Works?

Trusted by 42,000+ Customers

Frequently Asked Questions

Want to automate something else in your workflow?

You Can Also Connect Float or FreeAgent With 1500+ Other Apps

Automate Your Tedious Tasks With A Single Click

It's so easy a caveman could do it.

Automate Your Tedious Tasks
With A Single Click