Connect Harpoon and Evoliz to Build Intelligent Automations
Choose a Trigger
When this happens...
New Client
New Project
New Expense Category
Choose an Action
Automatically do this!
Create Account
Create Article
Create Client
Create Contact Client
Create Prospect Contact
Create Prospect
Update Article
Find Article
Send Invoice
Ready to use Harpoon and Evoliz automations
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.
New Client
Retrieve clients for the authenticated Evoliz company created or updated within the last N minutes, returning the most recent results (supports pagination).
New Invoice
Return invoices created within the specified recent time window (last N minutes) for the authenticated company, paginated and sorted newest-first.
New Payment
Retrieve payments created since the trigger's scheduled time for the connected company. Optional: filter results by payment type.
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.
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Frequently Asked Questions
To start, connect both your Harpoon and Evoliz accounts to viaSocket. Once connected, you can set up a workflow where an event in Harpoon triggers actions in Evoliz (or vice versa).
Absolutely. You can customize how Harpoon data is recorded in Evoliz. This includes choosing which data fields go into which fields of Evoliz, setting up custom formats, and filtering out unwanted information.
The data sync between Harpoon and Evoliz 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 Evoliz. 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 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 MoreAbout Evoliz
Evoliz is an invoicing and management software designed for small businesses but also their accountants.
Learn More
