Connect Crisp and Harpoon to Build Intelligent Automations

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Crisp

When this happens...

Choose an Action

Harpoon

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Client

New Client

Triggers when new client created.

New Project

New Project

Triggers when there is a new project.

New Expense Category

New Expense Category

Trigerrs when there is a new expense category.

Request a new Trigger for Crisp

Do thisActions

Action is the task that follows automatically within your Crisp integrations.

Send Note Message

Send Note Message

Send a note message in a conversation.

Create Conversation

Create Conversation

Creates a conversation.

Change Conversation State

Change Conversation State

Update the state of a conversation.

Search for a Profile

Search for a Profile

Search Crisp people profile using an email address.

Add Segments to Conversation

Add Segments to Conversation

Add segments to a conversation.

Send Text Message

Send Text Message

Send a text message to a user.

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Frequently Asked Questions

How do I start an integration between Crisp and Harpoon?

To start, connect both your Crisp and Harpoon accounts to viaSocket. Once connected, you can set up a workflow where an event in Crisp triggers actions in Harpoon (or vice versa).

Can we customize how data from Crisp is recorded in Harpoon?

Absolutely. You can customize how Crisp data is recorded in Harpoon. This includes choosing which data fields go into which fields of Harpoon, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Crisp and Harpoon?

The data sync between Crisp and Harpoon typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Crisp to Harpoon?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Crisp and Harpoon?

Yes, you can set conditional logic to control the flow of data between Crisp and Harpoon. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

Crisp

About Crisp

Crisp is a messaging app that unifies your user communication from Crisp Live Chat, Email, Messenger, Twitter, and SMS into one platform

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Harpoon

About Harpoon

Harpoon is a financial planning and time-tracking tool designed for freelancers and small businesses. It helps users set financial goals, track time, manage projects, and invoice clients efficiently. With Harpoon, users can gain insights into their financial health and make informed decisions to grow their business.

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