Connect Harpoon and ServeManager
Integrate Harpoon with ServeManager to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
List All Clients from Harpoon when New Company in Servemanager
Get a client from Harpoon when New Company in Servemanager
Create Client in Harpoon when New Company in Servemanager
Create Expense in Harpoon when New Company in Servemanager
Create Expense Category in Harpoon when New Company in Servemanager
Popular Harpoon + ServeManager flows
Start from a real workflow other teams are already running.
Choose a trigger
Harpoon
When this happens...
New Client
New Project
New Expense Category
Choose an action
ServeManager
Automatically do this!
List Account
List Employees
List Courts
List Notes
List Attempts
List Invoices
Create Company
Create Court Case
Create Job
Create Note
Find Company
Find Court Case
Find Job
List All Clients from Harpoon when New Company in Servemanager
Use this flowGet a client from Harpoon when New Company in Servemanager
Use this flowCreate Client in Harpoon when New Company in Servemanager
Use this flowCreate Expense in Harpoon when New Company in Servemanager
Use this flowCreate Expense Category in Harpoon when New Company in Servemanager
Use this flowCreate Project in Harpoon when New Company in Servemanager
Use this flowList All Contact in Harpoon when New Company in Servemanager
Use this flowGet a Contact in Harpoon when New Company in Servemanager
Use this flowList All Expense Categories in Harpoon when New Company in Servemanager
Use this flowGet a Expense Category in Harpoon when New Company in Servemanager
Use this flowSupported Triggers & Actions
Everything you can automate between Harpoon and ServeManager.
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 Company
Triggers when a new company is created.
New Job
Triggers when new job is created.
New Notes
Trigger when new notes is created.
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.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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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 moreSimilar apps
About ServeManager
ServeManager is a comprehensive software solution designed for process servers to manage their business operations efficiently. It offers tools for job management, client communication, invoicing, and tracking, making it an essential platform for legal professionals and process serving companies.
Learn moreFrequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Harpoon and ServeManager accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Harpoon and ServeManager as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach ServeManager. No coding required.
Yes. You can set up a workflow where Harpoon triggers actions in ServeManager, and a separate workflow where ServeManager triggers actions in Harpoon. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Harpoon and ServeManager. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Harpoon and ServeManager integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
