Connect Harpoon and Clientary
Integrate Harpoon with Clientary to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Harpoon + Clientary flows
Start from a real workflow other teams are already running.
Choose a trigger
Harpoon
When this happens...
New Client
New Project
New Expense Category
Choose an action
Clientary
Automatically do this!
Create Client
Create Expense
Create Task
Create Entry
Create Invoice Payment
Update Expense
Update a Lead
List All Clients from Harpoon when New Expense in Clientary
Use this flowGet a client from Harpoon when New Expense in Clientary
Use this flowCreate Client in Harpoon when New Expense in Clientary
Use this flowCreate Expense in Harpoon when New Expense in Clientary
Use this flowCreate Expense Category in Harpoon when New Expense in Clientary
Use this flowCreate Project in Harpoon when New Expense in Clientary
Use this flowList All Contact in Harpoon when New Expense in Clientary
Use this flowGet a Contact in Harpoon when New Expense in Clientary
Use this flowList All Expense Categories in Harpoon when New Expense in Clientary
Use this flowGet a Expense Category in Harpoon when New Expense in Clientary
Use this flowSupported Triggers & Actions
Everything you can automate between Harpoon and Clientary.
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.
New Expense
A new expense in Clientary.
New Project
Triggered when a new project is created in Clientary.
New Client
Triggered when a new client is created in Clientary.
Do thisActions
Action is the task that follows automatically within your Harpoon integrations.
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.
Create Expense Category
Creates a new Expense Category.
Create Project
Create a new Project.
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 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
About Clientary
Online invoicing and time tracking for small businesses and freelancers. Clientary helps you get paid quicker and painlessly helps you manage your staff and projects.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Harpoon and Clientary 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 Harpoon and Clientary 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 Clientary. No coding required.
Yes. You can set up a workflow where Harpoon triggers actions in Clientary, and a separate workflow where Clientary triggers actions in Harpoon. 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 Harpoon and Clientary. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Harpoon and Clientary integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
