Enable Integrations or automations with these events of Harpoon and lendingpad
Triggers when new client created.
Triggers when there is a new project.
Trigerrs when there is a new expense category.
Get all the clients.
View a client’s details.
Creates a new client.
Create a new expense.
Creates a new Expense Category.
Create a new Project.
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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Harpoon and lendingpad accounts to viaSocket. Once connected, you can set up a workflow where an event in Harpoon triggers actions in lendingpad (or vice versa).
Absolutely. You can customize how Harpoon data is recorded in lendingpad. This includes choosing which data fields go into which fields of lendingpad, setting up custom formats, and filtering out unwanted information.
The data sync between Harpoon and lendingpad 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 lendingpad. 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 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 MoreLendingPad is a loan origination system to help streamline origination tasks, while strengthening communication and lowering the total cost of lending.
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