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Zapier makes it easy to integrate ClickUp with Float - no code necessary. See how you can get setup in minutes.
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ClickUp
ClickUp
1. Choose trigger event
Float
Float
2. Choose action
1. Select the event
Setup
Test
ClickUp
Choose a trigger event
Choose a trigger
A trigger is the event that starts your Zap—like a "New Message Posted to Channel" from ClickUp.
Add your action
An action happens after the trigger—such as "Create Client" in Float.
You’re connected!
Zapier seamlessly connects ClickUp and Float, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
Create a new record or update an existing record in your app.
Date
Required
Hours
Required
Person ID
Required
Project ID
Required
Allocation ID
Task Name
Notes
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Name
Required
People Type
Email
Role Name
Department ID
Notes
Employee Type
Default Hourly Rate
Tag Names
Start Date
End Date
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Name
Required
Project Code
All PMs Have Edit Rights
Billable
Tentative
Status
Color
Notes
Client ID
Budget Type
Budget Total
Budget Priority
Locked Task List
Default Hourly Rate
Tags
Start Date
End Date
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Project ID
Required
People IDs
Required
Status
Hours
Required
Start Date
Required
End Date
Required
Name
Notes
Repeat State
Repeat End Date
Start Time
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Project ID
Required
Logged Time ID
Required
Date
Hours
Required
Person ID
Task Name
Notes
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Person ID
Required
Name
Required
People Type
Email
Role Name
Department ID
Notes
Employee Type
Default Hourly Rate
Tag Names
Start Date
End Date
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Project ID
Required
Name
Required
Project Code
All PMs Have Edit Rights
Billable
Tentative
Status
Color
Notes
Client ID
Budget Type
Budget Total
Budget Priority
Locked Task List
Default Hourly Rate
Tags
Start Date
End Date
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Allocation ID
Required
Project ID
People IDs
Status
Hours
Required
Start Date
End Date
Name
Notes
Repeat State
Repeat End Date
Start Time
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Person ID (priority over email and tags)
Email (priority over tags)
Tag Names
Action
This is an event a Zap performs.
Search
Find existing data in your app
Allocation ID
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Person ID (priority over email and tags)
Email
Tag Names
Name
Required
People Type
Role Name
Department ID
Notes
Employee Type
Default Hourly Rate
Start Date
End Date
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
Allocation ID
Required
Project ID
Required
People IDs
Required
Status
Hours
Required
Start Date
Required
End Date
Required
Name
Notes
Repeat State
Repeat End Date
Start Time
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
For AI agents & developers
Use ClickUp and Float with AI agents and code
Beyond Zap workflows. Call ClickUp and Float actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.
No code
Connect via Zapier MCP
Expose ClickUp and Float actions as tools in any MCP client. Authenticate once, then call them in natural language.
Example actions on this page
Archive or Delete Task
Create Client
Works with
Claude · ChatGPT · Cursor · any MCP-compatible client
There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.
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Customers who say using Zapier has made them better at their job
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Customers have created over 25 million Zaps on the platform
6 mins
The average user takes less than 6 minutes to set up a Zap
Practical ways you can use ClickUp and Float
Sync time-off entries in Float to ClickUp.
When new time off is created in Float, Zapier automatically creates tasks in ClickUp, ensuring the team stays informed of any scheduling gaps. This automation eliminates manual tracking, keeps shared schedules synchronized, and improves team preparedness.
When a new task is added in ClickUp, Zapier creates a corresponding project task in Float. This automation ensures resource schedules in Float stay aligned with detailed task lists in ClickUp, reducing administrative overhead and improving project tracking.
Level up your ClickUp to Float integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Frequently Asked Questions about ClickUp + Float integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with ClickUp and Float
How does ClickUp integrate with Float?
You can integrate ClickUp with Float by using triggers and actions that automate workflows between the two platforms. This can be done through services like Zapier, where you can set up triggers in ClickUp (like a new task or updated task) to create an action in Float, such as adding or updating a task on your schedule.
What types of triggers from ClickUp are supported for integration with Float?
Common triggers include when a new task is created, a task is completed, or when a task's status changes within ClickUp. These can all be used to initiate actions in Float to manage your schedule more efficiently.
Can we update resources in Float based on changes in ClickUp tasks?
Yes, you can update resources in Float when certain events occur in ClickUp. For example, if a task is moved to a 'Completed' status in ClickUp, it could trigger an action to update the resource allocation for that project in Float.
Is it possible to create tasks in Float automatically when they are added to ClickUp?
Absolutely. Through integration settings, you can set up an automatic action where every new task created in ClickUp will trigger the creation of a corresponding task in Float.
How do I handle duplicate tasks when integrating between ClickUp and Float?
To avoid duplicate tasks during integration, make sure that triggers are carefully set. Only specify unique criteria for creating or updating tasks so that they are not duplicated across both platforms each time there's an update.
Are there any limitations on the data we can sync between ClickUp and Float?
While most data like task names, deadlines, and statuses sync smoothly between ClickUp and Float through integrations, detailed attachments or comments may not sync directly and might need manual handling.
How often do updates happen between ClickUp and Float once integrated?
The frequency of updates depends on how you've configured your integration settings. Typically, updates occur near real-time but this may vary based on the specific conditions set for triggers and actions within your integration workflow.
About ClickUp
ClickUp is an all-in-one app to plan, track, and manage your work in a beautifully intuitive environment.
