Enable Integrations or automations with these events of Harpoon and answerforce
Triggers when new client created.
Triggers when there is a new project.
Trigerrs when there is a new expense category.
Get all the clients.
View a client’s details.
Creates a new client.
Create a new expense.
Creates a new Expense Category.
Create a new Project.
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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Harpoon and answerforce accounts to viaSocket. Once connected, you can set up a workflow where an event in Harpoon triggers actions in answerforce (or vice versa).
Absolutely. You can customize how Harpoon data is recorded in answerforce. This includes choosing which data fields go into which fields of answerforce, setting up custom formats, and filtering out unwanted information.
The data sync between Harpoon and answerforce 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 Harpoon and answerforce. 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.
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 MoreAnswerForce is a live answering service that helps small businesses stay connected with customers during business and off-hours with solutions like customer support, lead capture, appointment setting and more. The AnswerForce app lets you view the transcript of your customer calls, organize internal messages and supports a wide range of integrations with various other business tools.
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