Zoho Invoice + Float Integration

Integrate Float to Zoho Invoice in one click, or tell Integrately AI how you want each project handled. Create invoices, track billable time, sync client records, update project statuses, and trigger follow-ups automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Zoho Invoice
    Invoice is created in Zoho Invoice Instant
  • Zoho Invoice
    Customer is created in Zoho Invoice Instant
  • Zoho Invoice
    Item is created in Zoho Invoice Instant
  • Zoho Invoice
    Contact person is created in Zoho Invoice
  • Zoho Invoice
    Project is created in Zoho Invoice Instant
  • Zoho Invoice
    Estimate is created in Zoho Invoice Instant
  • 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
Arrow Right
2.
  • Zoho Invoice
    Search invoice by email in Zoho Invoice
  • Zoho Invoice
    Update invoice in Zoho Invoice
  • Zoho Invoice
    Create invoice in Zoho Invoice
  • Zoho Invoice
    Create contact in Zoho Invoice
  • Zoho Invoice
    Search contact in Zoho Invoice
  • Zoho Invoice
    Create new estimate in Zoho Invoice
  • Zoho Invoice
    Create new item in Zoho Invoice
  • Zoho Invoice
    Get invoice by ID in Zoho Invoice
  • Zoho Invoice
    Create contact person in Zoho Invoice
  • 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 ย  for Zoho Invoice + Float Integration

Create invoices, sync project details, update customer records, alert your team, and track billable hours, all in just one click.

Sorry, we donโ€™t have a ready workflow for this combination yet.
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Connect more apps to your Float + Zoho Invoice flow

Sync invoices and projects with your favourite tools to keep teams aligned and billing up to date. Pick a combination and activate it in one click.

Zoho Invoice
Float
+
SlackSlack (8)
+
AsanaAsana (8)
+
Google DriveGoogle Drive (8)
+
TogglToggl (8)
+
HubSpotHubSpot (8)
+
Google CalendarGoogle Calendar (8)
F
Z
S
Create a Zoho Invoice invoice for every new Float project, and notify your finance team on Slack
New Float projects automatically generate invoices in Zoho Invoice while alerting your team in Slack, eliminating manual billing handoffs.
F
Z
S
Create a Zoho Invoice invoice when logged time is created in Float, and post the update in Slack
Billable hours logged in Float instantly create Zoho Invoice entries and notify your team in Slack.
Z
F
S
When a Zoho Invoice invoice status is updated, update the Float project and post the status in Slack
Invoice status changes in Zoho Invoice update your Float projects and notify your team in Slack.
F
Z
S
Create a Zoho Invoice contact and a Slack reminder when a new person is created in Float
New team members or clients in Float automatically set up Zoho Invoice contacts and notify Slack.
F
Z
S
If a Float project is created for enterprise clients, create a Zoho Invoice invoice and alert Slack
Enterprise projects in Float trigger priority Zoho Invoice billing and alert your VIP sales channel in Slack.
Z
F
S
When a Zoho Invoice customer payment is created, update the Float project and notify the team in Slack
Payment confirmations in Zoho Invoice update project records in Float and notify your finance channel.
F
C
Z
S
Use ChatGPT to summarize every new Float project description, create a Zoho Invoice invoice, and post in Slack
AI summarizes Float project notes, generates Zoho Invoice records, and shares briefs in Slack.
F
Z
A
S
Turn every new Float project into a Zoho Invoice invoice, create an Asana task, and announce it in Slack
New Float projects trigger Zoho Invoice billing, open Asana tracking tasks, and notify Slack.

Supported triggers and actions for Zoho Invoice and Float

Mix and match to build the exact automation you need

Zoho Invoice
Zoho Invoice Triggers & Actions
Instant
Invoice is created in Zoho Invoice
Triggers the automation when any invoice is added or modified
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Instant
Customer is created in Zoho Invoice
Triggers the automation when a new customer is created
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Instant
Item is created in Zoho Invoice
Triggers the automation when a new item is created
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Contact person is created in Zoho Invoice
Triggers the automation when a new contact person is created
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Instant
Project is created in Zoho Invoice
Triggers the automation when a new project is created
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Instant
Estimate is created in Zoho Invoice
Triggers the automation when a new estimate is created
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Search invoice by email in Zoho Invoice
Searches for an invoice using email address
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Update invoice in Zoho Invoice
Updates an invoice
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Create invoice in Zoho Invoice
Generates invoices for sales transactions
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Create contact in Zoho Invoice
Adds a new contact to the database
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Search contact in Zoho Invoice
Finds and retrieves contact information
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Create new estimate in Zoho Invoice
Creates a new estimate
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Create new item in Zoho Invoice
Creates a new item
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Get invoice by ID in Zoho Invoice
Retrieves a invoice using its id
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Create contact person in Zoho Invoice
Adds a new contact person to the database
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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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What can you automate with Float + Zoho Invoice?

Streamline your resource management and financial workflows by connecting project schedules directly to client invoices.

What you can automate?
๐Ÿงพ
Create Zoho Invoice invoices from new Float projects
Automatically generate a new invoice in Zoho Invoice the moment a project is created in Float, eliminating duplicate data entry between resource planning and billing.
๐Ÿ“‹
Capture every project and task detail
Map custom project fields, client details, and descriptions from Float directly into your Zoho Invoice line items for accurate records.
๐Ÿ””
Notify your finance team instantly
Send immediate alerts via Slack or email whenever a new project is billed or an invoice status is updated in Zoho Invoice.
๐Ÿ”€
Route invoices based on department or client
Apply different billing rules or notify specific teams depending on the department or client assigned to your Float project.
๐Ÿ”„
Keep project billing status synchronized
Update your Zoho Invoice records automatically whenever project timelines or time logs are modified in Float.
๐Ÿ‘ฅ
Upsert contacts and avoid duplicates
Search existing Zoho Invoice contacts before creating new ones to prevent duplicate customer profiles when new Float clients are added.
๐Ÿ’ณ
Manage invoice payments and status updates
Trigger downstream updates in Float whenever a customer payment is received or an invoice status changes in Zoho Invoice.
๐Ÿ”Œ
Connect external tools like Slack or Asana
Extend your Float and Zoho Invoice workflow by notifying team channels in Slack or creating tracking tasks in Asana.
And much more...

Who is Float + Zoho Invoice integration for?

Connecting Float and Zoho Invoice eliminates manual billing errors, keeping your resource schedules, time tracking, and client invoicing completely synchronized.

Operations Managers
Operations Managers
Finance Leads
Finance Leads
Agency Directors
Agency Directors
Project Coordinators
Project Coordinators
Account Executives
Account Executives
Business Owners
Business Owners
๐Ÿ“ˆ
Operations Managers
You're tracking team hours in Float but your billing software only updates when someone manually exports time logs, so the invoice amounts you're sending out are always missing recent work โ€” this integration means every logged hour syncs directly to your invoices and your billing stays current.
โšก
Finance Leads
You need to bill clients promptly for completed project milestones, but resource updates sit in scheduling tools until end-of-month reviews, leaving you chasing revenue โ€” automating both apps means every project update triggers billing actions immediately so you never miss a payment window.
๐Ÿค
Agency Directors
Your clients want regular updates on project hours and billing progress, but compiling data across scheduling and invoicing apps takes hours of manual formatting โ€” connecting these apps means every project milestone and invoice status updates automatically to keep stakeholders informed.
๐Ÿ“Š
Project Coordinators
You manage dozens of active team resources and recurring client invoices, making manual data entry between your scheduling system and billing software impossible to keep up with โ€” automating both apps means every project creation handles billing setup instantly without manual overhead.
๐Ÿ’ผ
Account Executives
You depend on resource managers to log completed project deliverables before you can issue final invoices, leading to frustrating delays in client billing โ€” this integration means every project milestone flows straight into your invoicing system the moment it is marked complete.
๐Ÿ“‘
Business Owners
You need a reliable history of billable hours matched against actual invoices, but disconnected tools leave gaps between who worked and what was billed โ€” automating both apps means every time log and invoice record stays perfectly aligned.
Our team

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

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Why choose Integrately to automate Zoho Invoice + Float

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

1,500+ apps connected
1,500+ apps connected
Connect Zoho Invoice + Float 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 โ€” 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?

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Connect Accounts
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Automation is ready
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Frequently Asked Questions

How do I connect Float to Zoho Invoice?
Frequently Asked Questions
You can connect Float to Zoho Invoice in 1-click using ready-made templates on Integrately, or ask Integrately AI to build the automation and map the fields for your team.
Can I automatically create invoices in Zoho Invoice from new Float projects?
Frequently Asked Questions
Can I connect Float, Zoho Invoice, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Float and Zoho Invoice?
Frequently Asked Questions
How do Float project updates trigger Zoho Invoice actions?
Frequently Asked Questions
Can I update Float projects when Zoho Invoice invoices are paid?
Frequently Asked Questions
Do I need coding skills to automate Float and Zoho Invoice?
Frequently Asked Questions
Is the Float and Zoho Invoice integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

You Can Also Connect Float or Zoho Invoice With 1500+ Other Apps

Float
Popular Float Integrations
Connect Float to project management, communication, and time-tracking tools to keep team resources fully aligned.
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Zoho Invoice
Popular Zoho Invoice Integrations
Sync Zoho Invoice with payment gateways, CRM systems, and reporting platforms to streamline your financial operations.