Integrate Float to Lob in one click, or tell Integrately AI how you want each project handled. Verify addresses, send welcome letters or postcards, notify your team, and track mailings automatically.
Got a different automation in mind? Describe it and let Integrately AI build it for you.
Connect more apps to your Float + Lob flow
Automate downstream tasks like team notifications, invoice creation, and document storage once your mailing triggers. Pick a combination and activate it in one click.
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Slack (4)
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QuickBooks Online (3)
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Google Drive (3)
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Asana (3)
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Stripe (3)
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Gmail (3)
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Send a physical letter in Lob for every new project in Float, and notify your team on Slack
Project creation in Float instantly dispatches a welcome letter via Lob and alerts your team on Slack, eliminating manual mailing tasks.
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Verify US addresses in Lob whenever a new person is created in Float, and alert your team in Slack
New team or client addresses added in Float are verified through Lob immediately, with results posted directly to Slack.
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When a client is created in Float, dispatch a postcard via Lob and post an update in Slack
New clients registered in Float trigger an automated postcard in Lob while keeping your team notified on Slack.
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Use Claude to summarise new project notes in Float, send a letter via Lob, and notify your team in Slack
AI analyses project briefs from Float to generate custom mailing content in Lob, followed by a team update in Slack.
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Create a QuickBooks Online customer and send a welcome letter via Lob whenever a project starts in Float
New Float projects sync billing profiles to QuickBooks Online and trigger physical welcome letters through Lob automatically.
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When a client is created in Float, verify their address in Lob and create a QuickBooks Online invoice profile
Float client creation triggers an address verification in Lob and sets up your financial ledger in QuickBooks Online.
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When a task is created in Float, verify international addresses in Lob and log the billing record in QuickBooks Online
International project tasks trigger address verification via Lob and update your QuickBooks Online financial records.
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Create a project folder in Google Drive and send a welcome letter in Lob when a project starts in Float
Float project creation sets up your document storage in Google Drive and initiates physical mail delivery through Lob.
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When a person is created in Float, verify their address in Lob and save their onboarding document in Google Drive
New team member or client profiles in Float trigger address verification in Lob and file storage in Google Drive.
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When a client is created in Float, dispatch a postcard via Lob and create a client directory in Google Drive
Client creation in Float triggers a postcard mailing via Lob and establishes a dedicated folder in Google Drive.
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Create a task in Asana and send a kickoff letter in Lob whenever a project is created in Float
Float project creation assigns tracking tasks in Asana and dispatches physical kickoff letters through Lob.
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When a client is created in Float, verify their US address in Lob and create a onboarding task in Asana
New Float clients trigger address verification in Lob and automatically generate onboarding tasks in Asana.
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When a person is created in Float, send a welcome postcard via Lob and create an orientation task in Asana
New personnel in Float trigger welcome postcards in Lob and generate orientation tasks in Asana.
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Create a Stripe customer and send a welcome letter in Lob when a client is created in Float
Float client creation sets up billing profiles in Stripe and initiates physical welcome mailings through Lob.
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When a project is created in Float, verify the client address in Lob and create a billing record in Stripe
Project scheduling in Float verifies client mailing addresses in Lob and prepares invoicing records in Stripe.
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When a task is created in Float, verify international addresses in Lob and update Stripe customer records
Global task updates trigger international address verification in Lob and synchronize billing records in Stripe.
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Send a welcome email via Gmail and dispatch a physical letter in Lob when a project starts in Float
Float project creation triggers simultaneous digital emails via Gmail and physical letters through Lob.
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When a client is created in Float, verify their address in Lob and send an introductory email via Gmail
New Float clients trigger address verification in Lob followed by an introductory email sent through Gmail.
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When a person is created in Float, send a postcard via Lob and email onboarding instructions via Gmail
New personnel in Float trigger welcome postcards in Lob and onboarding emails sent through Gmail.
Supported triggers and actions for Float and Lob
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
Automatically send letters or postcards via Lob the moment a new project or client is created in Float, eliminating manual post office runs.
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Verify client addresses before mailing
Run US and international address verifications in Lob whenever client or contact details are added in Float, preventing returned mail.
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Instant team notifications on actions
Alert your operations or sales channels in Slack immediately when physical mailings are dispatched from your Float project triggers.
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Route mailings based on client tier
Send custom postcards for enterprise clients and standard letters for regular accounts using conditional logic based on Float fields.
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Keep billing and mailing records updated
Synchronize address updates and customer profiles across your accounting and CRM tools whenever project details change in Float.
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Prevent duplicate customer records
Search existing database entries before creating new mailing profiles in Lob and Float to maintain clean operational data.
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Manage status changes and task updates
Trigger follow-up correspondence or address re-verifications when project tasks or client details are modified in Float.
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Extend workflows to your favorite tools
Connect Float and Lob with Asana, Google Drive, Stripe, or Gmail to build multi-step operational pipelines.
And much more...
Who is Float + Lob integration for?
Project managers, operations leads, and finance teams benefit by automating physical mail dispatches and address verifications directly from their resource schedules.
Resource managers
Operations directors
Client success leads
Finance supervisors
Project coordinators
Administrative teams
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Resource managers
You're scheduling team allocations and tracking project hours in Float, but your client mailing lists are always outdated because address changes aren't synced — automating both apps means every new project client triggers a verified address check and letter dispatch instantly.
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Operations directors
You're managing project kickoffs and client milestones in Float, but physical welcome packets are delayed waiting for manual post office runs — this integration means every project creation instantly dispatches a welcome letter via Lob.
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Client success leads
You're onboarding new clients and assigning team members in Float, but contract mailings lag behind project starts — connecting these apps means client records automatically trigger physical document mailings without manual tracking.
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Finance supervisors
You're tracking billable hours and client accounts in Float, but physical invoice or notice mailings miss deadlines due to high volume — automating both apps means mailing triggers fire the moment client details update.
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Project coordinators
You're creating tasks and tracking time-offs in Float, but administrative mail tasks stall team workflows — this integration means address verifications and postcard dispatches run seamlessly in the background.
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Administrative teams
You're logging new clients and projects in Float, but manual mailing records leave compliance gaps and missing receipts — automating both apps means every physical mailing gets tracked alongside your resource data.
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 + Lob
Build and manage your Float + Lob automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Float + Lob 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.
You can connect Float and Lob instantly using 1-click ready workflows or build custom flows with Integrately AI. It connects Float and Lob with Slack, QuickBooks Online, Google Drive, Asana, Stripe, Gmail, and 1,500+ other apps in minutes.
Can I send physical letters automatically when a new project is created in Float?
You can connect Float, Lob, and Slack together in a multi-step automation. Trigger mailings from Float schedules, send letters via Lob, and notify your team on Slack, along with QuickBooks Online, Google Drive, Asana, Stripe, Gmail, and 1,500+ other apps.
What is a good Zapier alternative for Float and Lob?
Most alternatives lack the speed and ease of Integrately, which offers 20 million+ ready templates, 1-click setups, 24/5 live chat support, and 3x to 10x lower cost for your Float and Lob automations.
How are address verifications handled between Float and Lob?
You can verify US and international addresses automatically when client records are created in Float. There's a ready template — start from the Float and Lob integration.
Can Lob trigger mailings based on Float task updates?
You can dispatch postcards and letters via Lob whenever project tasks or client details are updated in Float. There's a ready template — start from the Float and Lob integration.
Do I need coding skills to automate Float and Lob workflows?
You can connect Float and Lob without any coding skills using ready templates and Integrately AI to build your exact automation workflow.
Is the Float and Lob integration free?
The Float and Lob integration is available on a free forever plan with access to ready workflows and 1-click setup.
Didn't find the answer you were looking for?
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?
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