
When this happens...
New Client
New Project
New Expense Category
Automatically do this!
Generate Form
Get Form Fields
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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.
Trigger fires on When someone opens or loads the form (before any submission).
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 Weavely accounts to viaSocket. Once connected, you can set up a workflow where an event in Harpoon triggers actions in Weavely (or vice versa).
Absolutely. You can customize how Harpoon data is recorded in Weavely. This includes choosing which data fields go into which fields of Weavely, setting up custom formats, and filtering out unwanted information.
The data sync between Harpoon and Weavely 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 Weavely. 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 MoreWeavely is an innovative AI-powered platform designed to enhance productivity and creativity through advanced artificial intelligence tools. It offers a suite of features that streamline workflows, automate tasks, and provide intelligent insights, making it an essential tool for businesses and individuals looking to leverage AI technology.
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