Connect Harpoon and Survey Booker to Build Intelligent Automations

Choose a Trigger

Harpoon

When this happens...

Choose an Action

Survey Booker

Automatically do this!

Enable Integrations or automations with these events of Harpoon and Survey Booker

Enable Integrations or automations with these events of Harpoon and Survey Booker

Triggers

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.

Request a new Trigger for Harpoon

Actions

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 Survey Booker?

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

Can we customize how data from Harpoon is recorded in Survey Booker?

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

How often does the data sync between Harpoon and Survey Booker?

The data sync between Harpoon and Survey Booker 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 Survey Booker?

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 Survey Booker?

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

About Survey Booker

Survey Booker is the CRM system for Surveyors to help you grow sales, save time and manage your customers.

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