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Connect Harpoon and Callingly

Integrate Harpoon with Callingly to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.

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Supported Triggers & Actions

Everything you can automate between Harpoon and Callingly.

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.

Call Ends

Call Ends

Runs when call ends

New Lead Is Created

New Lead Is Created

Runs when new lead is created

Lead Is Updated

Lead Is Updated

Runs when lead is tagged or its status is updated.

Request a new Trigger for Harpoon

Do thisActions

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

List All Clients

List All Clients

Get all the clients.

Get a client

Get a client

View a client’s details.

Create Client

Create Client

Creates a new client.

Create Expense

Create Expense

Create a new expense.

Create Expense Category

Create Expense Category

Creates a new Expense Category.

Create Project

Create Project

Create a new Project.

How to build your first workflow with viaSocket
2-Minute Guide

Learn how to build your first workflow

Follow a simple walkthrough to create, test, and launch your first automation.

  1. 1

    Connect your apps

    Link the apps you want to automate.

  2. 2

    Configure your workflow

    Set up triggers, actions, and map your data.

  3. 3

    Test & publish

    Test your workflow and publish it.

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Integrations Harpoon
Harpoon + Callingly
Harpoon logo

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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Integrations Callingly
Callingly + Harpoon
Callingly logo

About Callingly

Callingly is a powerful tool designed to help businesses connect with leads instantly by automating the process of making phone calls. It ensures that sales teams can respond to inquiries quickly, improving conversion rates and customer satisfaction.

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Frequently Asked Questions

How do I connect Harpoon and Callingly?

Sign up for a free viaSocket account, then authorize both your Harpoon and Callingly 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.

Does this integration work in real time?

Yes. viaSocket uses instant triggers where available, so data moves between Harpoon and Callingly as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.

Can I control which data gets sent from Harpoon to Callingly?

Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Callingly. No coding required.

Can the integration run in both directions?

Yes. You can set up a workflow where Harpoon triggers actions in Callingly, and a separate workflow where Callingly triggers actions in Harpoon. Both run independently and in real time.

What happens if a step in the workflow fails?

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.

Is viaSocket free to use?

Yes, there is a free plan that covers basic workflows between Harpoon and Callingly. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.

Do I need to know how to code to set this up?

No. The entire Harpoon and Callingly integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.