Float + WPForms Integration

Integrate Float to WPForms in one click, or tell Integrately AI how you want each submission handled. Capture form entries, create tasks, schedule resources, and notify your team instantly.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
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
  • WPForms
    Form is submitted in WPForms Instant
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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

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Ready WorkflowsReady Workflows   for Float + WPForms Integration

Capture submissions, create tasks, schedule resources, update projects, and notify your team, all in just one click.

Sorry, we don’t have a ready workflow for this combination yet.
Got a different task in mind? Describe it

Create your workflow with Integrately AI.
Simply describe what you want to automate, and Integrately AI will build it for you.

Connect more apps to your Float + WPForms flow

Connect form data to communication channels, spreadsheets, task boards, and email systems once your core automation finishes. Pick a combination and activate it in one click.

Float
WPForms
+
SlackSlack (5)
+
Google SheetsGoogle Sheets (4)
+
TrelloTrello (3)
+
GmailGmail (3)
+
ZoomZoom (2)
+
NotionNotion (3)
W
F
S
Create a Float task from every WPForms submission, and notify your team instantly on Slack
New WPForms submissions create corresponding tasks in Float within seconds and your team hears about it in Slack, so project work starts without manual copying.
W
F
S
Create a Float project when a WPForms form is submitted, and alert your managers in Slack
WPForms submissions instantly set up new Float projects while managers receive immediate notifications in Slack.
W
F
S
Add a new person in Float from every WPForms entry, and post a welcome notice in Slack
Every WPForms submission registers a new person in Float while Slack notifies your team of the new arrival.
W
F
S
If a WPForms submission selects design department, create a Float task and notify the design channel in Slack
Department-specific WPForms entries route tasks to Float and notify the correct department channel on Slack.
W
F
S
Use Claude to extract project scopes from WPForms submissions, create a Float task, and brief the team in Slack
Claude parses raw WPForms submissions to structure project tasks in Float while Slack briefs the delivery team.

Supported triggers and actions for Float and WPForms

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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WPForms
WPForms Triggers & Actions
Instant
Form is submitted in WPForms
Triggers the automation when a form is filled
Try it →
No action is available

What can you automate with Float + WPForms?

Streamline your intake pipeline by connecting form submissions directly to your resource scheduling and task management workflows.

What you can automate?
Create tasks instantly from form submissions
Every WPForms form entry automatically generates a scheduled task in Float. Eliminate manual copying and ensure project work initiates the second a submission arrives.
📋
Capture every submitted custom form field
Map all submitted WPForms answers into your Float task descriptions instead of just names and emails. Your operational planner receives full context for every assignment.
🔔
Notify your team as soon as work arrives
Trigger instant Slack alerts or Gmail notifications whenever a new form entry creates a task. Keep your delivery team informed without checking the scheduler manually.
🔀
Route tasks based on submitted department data
Condition your automations on specific form field selections so design, development, or marketing requests assign to the correct internal teams automatically.
🔄
Keep project records continuously up to date
Synchronize project updates and status changes between your intake forms and scheduling system so stakeholders always view current operational data.
👥
Register new client profiles automatically
Turn inbound contact form submissions into new person or client records in Float instantly, ensuring your directory stays populated without manual data entry.
📑
Archive submission records in external trackers
Log every form entry alongside your scheduled tasks by appending rows to Google Sheets or creating Notion database pages for complete project auditing.
💬
Extend workflows to team communication tools
Connect your core Float and WPForms setup with Slack, Gmail, or Zoom to trigger follow-up meetings, briefing emails, and channel announcements in one click.
And much more...

Who is Float + WPForms integration for?

Operations teams, project managers, and agency owners eliminate manual data entry between form submissions and resource schedules.

Operations leads
Operations leads
Project managers
Project managers
Agency owners
Agency owners
Operations coordinators
Operations coordinators
Client success leads
Client success leads
Resource planners
Resource planners
📊
Operations leads
You're reviewing resource allocations every week but your schedule only updates when someone manually exports form entries, so the capacity counts you're planning against are always a few hours behind — with this integration, every new submission lands in Float instantly and your capacity stays current.
👥
Project managers
You're coordinating urgent client intake requests but your task list only populates after someone reviews inbound emails, so project kickoffs happen too late — connecting these apps means every form submission generates a scheduled task immediately and your delivery starts on time.
🏢
Agency owners
You answer to clients who expect rapid confirmation after submitting project briefs, but manual follow-ups create frustrating delays — automating both apps means every new enquiry creates a project record instantly and your clients receive immediate acknowledgement.
⚙️
Operations coordinators
You're processing high volumes of client requests and manual copy-pasting between forms and schedulers leads to missed task details — integrating these apps means every form field maps directly into your resource planner without manual intervention.
🤝
Client success leads
You depend on upstream form submissions to assign account personnel, but delays in handovers stall your onboarding workflow — this integration means every new contact record appears in your scheduling tool the moment the form is sent.
📑
Resource planners
You rely on accurate historical records for capacity forecasting, but manual logging leaves frustrating gaps in your tracking history — automating both apps means every submitted entry populates your schedule reliably with zero missing records.
Our team

Ready Workflows 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 + WPForms

Build and manage your Float + WPForms 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 + WPForms 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
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
Price Comparison with Popular Alternatives
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750 Tasks
in $19.99
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😍
2,000 Tasks
in $19.99

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Frequently Asked Questions

How do I connect Float to WPForms?
Frequently Asked Questions
You can connect Float to WPForms in 1 click using ready templates on Integrately, or ask Integrately AI to build the automation for you. Integrate both apps alongside Slack, Google Sheets, or Gmail to automate your entire operational workflow.
Can I automatically create a Float task from every WPForms submission?
Frequently Asked Questions
Can I connect Float, WPForms, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Float and WPForms?
Frequently Asked Questions
How does Float handle new tasks created from form entries?
Frequently Asked Questions
What WPForms fields can be mapped to Float project or task fields?
Frequently Asked Questions
Do I need coding skills to set up WPForms and Float integrations?
Frequently Asked Questions
Is the Float and WPForms integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
Didn't find the answer you were looking for?
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Want to automate something else in your workflow?

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