viaSocket

Connect Harpoon and vPlan to Build Intelligent Automations

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Harpoon

When this happens...

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vPlan

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

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.

New or Changed Collection

New or Changed Collection

Triggers when a new collection is added or changed.

New or Updated Card

New or Updated Card

Triggers when a card is added or updated.

Attached or Detached Label on a Card

Attached or Detached Label on a Card

Triggers when a label is attached or detached from a card.

Do thisActions

Action is the task that follows automatically within your Harpoon integrations.

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 vPlan?

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

Can we customize how data from Harpoon is recorded in vPlan?

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

How often does the data sync between Harpoon and vPlan?

The data sync between Harpoon and vPlan 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 vPlan?

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 vPlan?

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

About vPlan

vPlan is a planning tool to plan and track your work.

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