
When this happens...
New Client
New Project
New Expense Category

Automatically do this!
Update Form by ID
Form Details by ID
Find Partial-Submissions
Delete Partial submission by ID
Updates Sold Amount for Product
Find Product By SKU
Updates product by SKU
Update Product Quantity
Delete Product
Creates Coupon
Update Coupon
Delete Coupon
Creates Spaces
Updates Space
Copy Document
Cancel Document
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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when new client created.
Triggers when there is a new project.
Trigerrs when there is a new expense category.
Triggers when a new Document Completed for a form.
Triggered when a document is sent out for signing.
Triggered when a document is cancelled, meaning the signing process was terminated before completion.
Action is the task that follows automatically within your Harpoon integrations.
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 Paperform accounts to viaSocket. Once connected, you can set up a workflow where an event in Harpoon triggers actions in Paperform (or vice versa).
Absolutely. You can customize how Harpoon data is recorded in Paperform. This includes choosing which data fields go into which fields of Paperform, setting up custom formats, and filtering out unwanted information.
The data sync between Harpoon and Paperform 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 Paperform. 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 MorePaperform is a powerful online tool that lets you easily create beautiful forms to do almost anything. Use it to collect information, sell products, take payments, or schedule appointments—all without needing to code.
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