Float + Insightly Integration

Integrate Float to Insightly in one click, or tell Integrately AI how you want each person handled. Sync contact details, create matching projects, update your CRM records, and alert your team automatically.

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1.
  • 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
  • Insightly
    Task is created in Insightly
  • Insightly
    Lead is created in Insightly
  • Insightly
    Lead is updated in Insightly
  • Insightly
    Organisation is added in Insightly
  • Insightly
    Organisation is updated in Insightly
  • Insightly
    Contact is updated in Insightly
  • Insightly
    Contact is created in Insightly
  • Insightly
    Project is created in Insightly
  • Insightly
    Opportunity is created in Insightly
  • Insightly
    Opportunity is updated in Insightly
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2.
  • Float
    Create task in Float
  • Float
    Search task in Float
  • Float
    Update task in Float
  • Float
    Create project in Float
  • Float
    Search project in Float
  • Float
    Create logged time in Float
  • Float
    Update logged time in Float
  • Float
    Search logged time in Float
  • Float
    Create client in Float
  • Float
    Create time off in Float
  • Float
    Create person in Float
  • Float
    Create milestone in Float
  • Float
    Create department in Float
  • Insightly
    Update task in Insightly
  • Insightly
    Update Contact in Insightly
  • Insightly
    Get task by ID in Insightly
  • Insightly
    Get organization by ID in Insightly
  • Insightly
    Get opportunity by ID in Insightly
  • Insightly
    Update opportunity in Insightly
  • Insightly
    Create contact in Insightly
  • Insightly
    Search contact in Insightly
  • Insightly
    Create opportunity in Insightly
  • Insightly
    Create lead in Insightly
  • Insightly
    Search lead in Insightly
  • Insightly
    Create task in Insightly
  • Insightly
    Search user in Insightly
  • Insightly
    Create organisation in Insightly
  • Insightly
    Search organisation in Insightly
  • Insightly
    Create project in Insightly
  • Insightly
    Search project in Insightly
  • Insightly
    Get contact by id in Insightly
  • Insightly
    Search opportunity in Insightly
  • Insightly
    Delete opportunity in Insightly
  • Insightly
    Link objects in Insightly
  • Insightly
    Get project by ID in Insightly
  • Insightly
    Update project in Insightly
  • Insightly
    Delete project in Insightly

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Ready Workflows Ready Workflows for Float + Insightly Integration

Sync people as contacts, track projects, update records, and keep teams aligned, all in just one click.

Most popular automationsmost-popular-automations
Insightly + Float Integration

Create Float project from new Insightly organisation

If you're using Float to track time and work hours, it's important to create separate project for each organisation you're working for.

When you create a company in Insightly, use this automation to create a project in Float. This will help keep your time tracking organized and easy to access.
Float + Insightly Integration

Create Insightly task for new Float task

Have you ever wished that you could sync your Float task with your Insightly task? Well, now there's a way to do just that!

With this handy integration, every time you create a task in Float, a matching task will be created in Insightly. This is a great way to keep your work organized and ensure that no important tasks fall through the cracks.

So if you're ready to get started, just click on activate and connect your Float and Insightly accounts.
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Insightly + Float Integration

Create Float task for new Insightly task

Task is a necessary part of any business. It can be anything from making a phone call to writing a report. As your company grows, it's important to have the right tools in place to help manage your tasks.

Insightly and Float are two great tools that can help you get organized and stay on track. When you create a task in Insightly, this automation will automatically create a corresponding task in Float so you can start tracking your time immediately.

Having everything all in one place makes it easy to keep track of what you need to do and how much time you're spending on each task. Give this Insightly and Float integration a try today and see how they can help streamline your workflow!
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Float + Insightly Integration

Create Insightly organisation from new Float project

If you're using the time tracking app Float to manage your project, you'll want to create a organisation in Insightly to keep all your project data in one place.

That way, you can easily see how each of your project is contributing to your overall business goals. This integration will create a organisation in Insightly whenever you create a project in Float.
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Insightly + Float Integration

Create Float task for new Insightly opportunity

In your work as a salesperson, you're constantly on the lookout for potential deals. Once you've identified a promising opportunity, it's important to track and manage the progress of that opportunity so you don't lose focus or let it fall through the cracks.

With this integration, you can quickly create a corresponding task in Float each time a opportunity is created in Insightly. This way you never lose track of the progress for that particular opportunity - and with automated reminders, it will be easy to get back on track if something slips through the cracks.
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  • 1of1
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Connect more apps to your Float + Insightly flow

Sync scheduling data with project boards, accounting tools, and communication channels. Pick a combination and activate it in one click.

Float
Insightly
+
AsanaAsana (3)
+
QuickBooks OnlineQuickBooks Online (1)
+
SlackSlack (1)
+
GmailGmail (1)
+
Google DriveGoogle Drive (1)
+
XeroXero (1)
F
I
A
Create an Insightly contact for every new Float person, and add an onboarding task in Asana.
New Float people appear in Insightly instantly while Asana opens an onboarding task, keeping your CRM and project boards aligned without manual data entry.
F
I
A
Create an Insightly project for every new Float project, and open a kick-off task in Asana.
Float projects flow automatically into Insightly and Asana, ensuring your CRM and project management spaces update the moment work is scheduled.
F
I
A
When a Float task is created, update Insightly records and open a corresponding Asana task.
Float tasks trigger updates in Insightly and create tracking items in Asana, keeping client work visible across your entire stack.

Supported triggers and actions for Float and Insightly

Mix and match to build the exact automation you need

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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Insightly
Insightly Triggers & Actions
Task is created in Insightly
Triggers the automation when a new task is created
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Lead is created in Insightly
Triggers the automation when a new lead is created
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Lead is updated in Insightly
Triggers the automation when the lead information is updated
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Organisation is added in Insightly
Triggers the automation when a new organization is created
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Organisation is updated in Insightly
Triggers the automation when any organization's profile is modified
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Contact is updated in Insightly
Triggers the automation when a contact is updated
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Contact is created in Insightly
Triggers the automation when a new contact is created
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Project is created in Insightly
Triggers the automation when a new project is created
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Opportunity is created in Insightly
Triggers the automation when any opportunity is updated
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Opportunity is updated in Insightly
Triggers the automation when an opportunity is updated
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Update task in Insightly
Updated a task
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Update Contact in Insightly
Updates contact information
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Get task by ID in Insightly
Retrieves task details based on ID
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Get organization by ID in Insightly
Retrieves organization details based on ID
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Get opportunity by ID in Insightly
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Update opportunity in Insightly
Updates the opportunity details as needed
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Create contact in Insightly
Adds a new contact to the database
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Search contact in Insightly
Finds and retrieves contact information
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Create opportunity in Insightly
Creates a new instance of the support system
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Create lead in Insightly
Generates new leads for potential customers
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Search lead in Insightly
Retrieves information for a particular lead
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Create task in Insightly
Creates a new task
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Search user in Insightly
Searches for a user
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Create organisation in Insightly
Generates a new invoice
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Search organisation in Insightly
Finds and retrieves information about a organization
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Create project in Insightly
Creates a new project
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Search project in Insightly
Searches for a project
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Get contact by id in Insightly
Retrieves a contact's information based on their id
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Search opportunity in Insightly
Searches for a opportunity
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Delete opportunity in Insightly
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Link objects in Insightly
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Get project by ID in Insightly
Searches for a project using the id
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Update project in Insightly
Updates a project
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Delete project in Insightly
Auomatically deletes a project
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What can you automate with Float + Insightly?

Streamline your resource scheduling and CRM management with powerful automated workflows.

What you can automate?
🔄
Sync resources and CRM contacts instantly
Automatically create Insightly contacts and projects whenever new people or projects are scheduled in Float, eliminating manual entry.
📝
Capture detailed project and client fields
Map all available custom fields and metadata from Float directly into Insightly without losing crucial context during transfers.
🔔
Alert your team the moment work changes
Send instant notifications to the right team members in Slack or email whenever project schedules or milestones are updated.
🔀
Route records based on submitted criteria
Apply conditional rules to send high-value projects to senior account managers while routing standard tasks automatically.
⏱️
Keep your CRM records continuously updated
Automatically update existing Insightly opportunities and tasks whenever corresponding schedules or logged hours change in Float.
🛡️
Prevent duplicate records across systems
Search for existing contacts or organisations before creating new ones, keeping your Insightly database clean and organised.
📅
Manage project milestones and time off
Trigger downstream actions whenever team members log time off or complete project milestones, keeping all calendars aligned.
🔌
Extend workflows into your favourite apps
Push scheduled project data further by connecting QuickBooks Online, Asana, or Slack to your core Float and Insightly flow.
And much more...

Who is Float + Insightly integration for?

Connecting Float and Insightly eliminates manual handoffs between resource planning and CRM management, giving every team accurate project visibility.

Operations managers
Operations managers
Sales directors
Sales directors
Project coordinators
Project coordinators
Agency owners
Agency owners
Account managers
Account managers
Finance teams
Finance teams
📈
Operations managers
You review resource allocation and pipeline reports to forecast capacity, but your scheduling tool and CRM are never in sync so your reports are always outdated — with this integration, every resource update flows instantly and your dashboards stay current.
Sales directors
You need to know when new client accounts are confirmed so your team can allocate billable hours immediately, but manual handoffs cause frustrating delays — with this integration, every new client record triggers instant team alerts and fast scheduling.
📊
Project coordinators
You answer to clients who demand clear progress tracking across scheduling and pipeline milestones, but manual reporting leaves dangerous blind spots — with this integration, every project update syncs automatically across your entire stack.
🏢
Agency owners
You manage dozens of client accounts and scheduling entries every week, but manual data entry causes missed records and billing discrepancies — with this integration, high-volume project updates flow effortlessly between platforms.
👤
Account managers
You depend on resource schedulers to log new team members before you can assign client accounts, but communication bottlenecks slow down onboarding — with this integration, every new person record creates immediate CRM entries.
📋
Finance teams
You rely on accurate logs of client and project hours for billing audits, but missing entries create painful audit gaps — with this integration, every time log and project creation builds a permanent, flawless history.
Our team

Ready Workflows Did you know?

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Why choose Integrately to automate Float + Insightly

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

1,500+ apps connected
1,500+ apps connected
Connect Float + Insightly with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
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
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.
Secure by design
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?

How Integrately Works?

1
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2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Float to Insightly?
Frequently Asked Questions
You can connect Float to Insightly in 1 click using ready templates on Integrately, or use Integrately AI to build custom workflows linking tools like Slack and Asana.
Can I sync Float resources with Insightly contacts automatically?
Frequently Asked Questions
Can I connect Float, Insightly, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Float and Insightly?
Frequently Asked Questions
How do project updates transfer from Float to Insightly?
Frequently Asked Questions
Can Insightly tasks trigger schedule updates in Float?
Frequently Asked Questions
Do I need coding skills to build a Float and Insightly automation?
Frequently Asked Questions
Is the Float and Insightly integration free?
Frequently Asked Questions
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You Can Also Connect Float or Insightly With 1500+ Other Apps

Float
Popular Float Integrations
Connect Float to project management, time tracking, and reporting tools to streamline resource planning.
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Insightly
Popular Insightly Integrations
Sync Insightly with email marketing, customer support, and invoicing apps to supercharge your CRM operations.
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