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

Automatically do this!
Send an Envelope using a Template
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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 envelope is send.
Triggers when a new contact is add.
Triggers when an envelope is canceled
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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To start, connect both your Harpoon and Signable accounts to viaSocket. Once connected, you can set up a workflow where an event in Harpoon triggers actions in Signable (or vice versa).
Absolutely. You can customize how Harpoon data is recorded in Signable. This includes choosing which data fields go into which fields of Signable, setting up custom formats, and filtering out unwanted information.
The data sync between Harpoon and Signable 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 Signable. 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 MoreSignable is a digital signature platform that allows users to send, sign, and manage documents online securely and efficiently. It simplifies the process of obtaining legally binding signatures, making it ideal for businesses and individuals who need to handle contracts, agreements, and other important documents.
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