Integrations Harpoon Fresh Proposals
Harpoon + Fresh Proposals

Connect Harpoon and Fresh Proposals to Build Intelligent Automations

Choose a Trigger

Harpoon

When this happens...

Choose an Action

Fresh Proposals

Automatically do this!

Enable Integrations or automations with these events of Harpoon and Fresh Proposals

Enable Integrations or automations with these events of Harpoon and Fresh Proposals

Triggers

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.

Request a new Trigger for Harpoon

Actions

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.

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Frequently Asked Questions

How do I start an integration between Harpoon and Fresh Proposals?

To start, connect both your Harpoon and Fresh Proposals accounts to viaSocket. Once connected, you can set up a workflow where an event in Harpoon triggers actions in Fresh Proposals (or vice versa).

Can we customize how data from Harpoon is recorded in Fresh Proposals?

Absolutely. You can customize how Harpoon data is recorded in Fresh Proposals. This includes choosing which data fields go into which fields of Fresh Proposals, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Harpoon and Fresh Proposals?

The data sync between Harpoon and Fresh Proposals typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Harpoon to Fresh Proposals?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Harpoon and Fresh Proposals?

Yes, you can set conditional logic to control the flow of data between Harpoon and Fresh Proposals. 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

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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Fresh Proposals

About Fresh Proposals

FreshProposals is a Proposal management software to organize proposals and keep track of them. Allows end users to sign or reject proposal

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