Connect Document360 and Harpoon to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Document360
Choose an Action
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
Ready to use Document360 and Harpoon automations
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Actions and Triggers
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 a Document
Creates a new document
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.
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Frequently Asked Questions
To start, connect both your Document360 and Harpoon accounts to viaSocket. Once connected, you can set up a workflow where an event in Document360 triggers actions in Harpoon (or vice versa).
Absolutely. You can customize how Document360 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.
The data sync between Document360 and Harpoon typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Document360 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.
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 MoreAbout 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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