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Connect Float to ERPNext

Automate workflows and sync data between Float and ERPNext with AI-powered automation

5-minute setup
Enterprise secure
No coding required

Why Connect Float & ERPNext?

Eliminate Manual Data Entry

Replace time-consuming manual processes with intelligent automation that keeps Float and ERPNext perfectly synchronized.

Real-time Business Intelligence

Create a unified data flow between Float and ERPNext for instant insights and improved decision-making across your tech stack.

Available Triggers & Actions

Float logo

Float

Triggers (3)

New Client

Emit new event when a new client is created. See the documentation

polling
New Logged Time

Emit new event when a new logged time entry is created. See the documentation

polling
New Project

Emit new event when a new project is created. See the documentation

polling

Actions (10)

Create Project

Create a new project. See the documentation

Create Task

Create a new task (allocation). See the documentation

List Account Options

Retrieves available options for the Account field.

List Client Options

Retrieves available options for the Client field.

List Person Options

Retrieves available options for the Person field.

List Project Options

Retrieves available options for the Project field.

List Stage ID Options

Retrieves available options for the Stage ID field.

List Tags Options

Retrieves available options for the Tags field.

List Task Options

Retrieves available options for the Task field.

Update Task

Update an existing task (allocation). See the documentation

ERPNext logo

ERPNext

No public trigger or action list is available for ERPNext yet.

Integration Features

Real-time data synchronization
Bi-directional sync capabilities
Custom field mapping
Advanced filtering options
Error handling & retry logic
Activity monitoring & logs

How It Works

1

Connect Apps

Authenticate your Float and ERPNext accounts

2

Map Fields

Choose which data fields to sync between apps

3

Set Triggers

Define when and how data should be synchronized

Automate

Sit back and let AI handle the automation

Frequently Asked Questions

Integration Benefits

Real-time Data Sync

Automatic synchronization between Float and ERPNext with 3 public triggers available for instant updates.

Automated Actions

Execute 10 public actions automatically across both platforms without manual intervention.

Enterprise Security

Industry-standard encryption, OAuth 2.0 authentication, and SOC 2 compliance for secure data transfer.

Quick Setup

Connect Float and ERPNext in minutes with our guided setup wizard and pre-configured templates.

Custom Field Mapping

Map any field between Float and ERPNext with intelligent suggestions and validation.

Error Handling

Automatic retry logic, detailed error logs, and smart notifications keep your integration running smoothly.

ERPNext logoFloat logo

Reverse Integration Available

Also connect ERPNext to Float for bidirectional automation

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All Float Integrations

Explore all available Float connections

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All ERPNext Integrations

Explore all available ERPNext connections

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Ready to Connect Float & ERPNext?

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