Connect Document360 and Harpoon
Integrate Document360 with Harpoon to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Document360 + Harpoon flows
Start from a real workflow other teams are already running.
Choose a trigger
Document360
When this happens...
- Request a new Trigger for Document360
Choose an action
Harpoon
Automatically do this!
List All Clients
Get a client
Create Client
Create Expense
Create Expense Category
Create Project
List All Contact
Get a Contact
List All Expense Categories
Get a Expense Category
List all Projects
Get a Project
List All Teams
Get a Team
List Other Income
Create Article in Document360 when New Client in Harpoon
Use this flowUpdate a Document in Document360 when New Client in Harpoon
Use this flowCreate Article in Document360 when New Project in Harpoon
Use this flowUpdate a Document in Document360 when New Project in Harpoon
Use this flowCreate Article in Document360 when New Expense Category in Harpoon
Use this flowUpdate a Document in Document360 when New Expense Category in Harpoon
Use this flowSupported Triggers & Actions
Everything you can automate between Document360 and Harpoon.
When this happensTriggers
A trigger is an event that starts a workflow.
New Client
Triggers when new client created.
New Project
Triggers when there is a new project.
New Expense Category
Trigerrs when there is a new expense category.
Do thisActions
Action is the task that follows automatically within your Document360 integrations.
Create Article
Create a new article
Update a Document
Updates the details of the document by it's id.
List All Clients
Get all the clients.
Get a client
View a client’s details.
Create Client
Creates a new client.
Create Expense
Create a new expense.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About Document360
Document360 is a knowledge base software that helps to create, collaborate, and publish a self-service knowledge base for your products or services with ease.
Learn moreSimilar apps
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.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Document360 and Harpoon accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Document360 and Harpoon as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Harpoon. No coding required.
Yes. You can set up a workflow where Document360 triggers actions in Harpoon, and a separate workflow where Harpoon triggers actions in Document360. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Document360 and Harpoon. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Document360 and Harpoon integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
