Connect Harpoon and Cody.ai to Build Intelligent Automations

Choose a Trigger

Harpoon

When this happens...

Choose an Action

Cody.ai

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Actions and Triggers

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.

New Bot

New Bot

Triggered when a new bot is created.

New Message

New Message

Triggered when a new message is created.

New Folder

New Folder

Triggered when a new folder is created.

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.

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Frequently Asked Questions

How do I start an integration between Harpoon and Cody.ai?

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

Can we customize how data from Harpoon is recorded in Cody.ai?

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

How often does the data sync between Harpoon and Cody.ai?

The data sync between Harpoon and Cody.ai 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 Cody.ai?

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 Cody.ai?

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

About Cody.ai

Cody is an intelligent AI assistant like ChatGPT – with the added benefit of being able to train it on your business, your team, your processes, and your clients with your own knowledge base. Use Cody as an employee to support your team, answer questions, help with creative work, troubleshoot issues, and brainstorm ideas.

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