Connect Harpoon and Xero
Integrate Harpoon with Xero to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Harpoon + Xero 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
Xero
Automatically do this!
Create or Update Contact
Create Project
Create Purchase Order
Create New Quote
Find a Purchase Order
Find Invoice
Find Contact
Add Note to Invoice
Add Stock Items
Create Bank Transfer
Create an Xero Invoice
Get Balance Sheet
Get Report of Profit and Loss
List All Clients from Harpoon when New Contact in Xero
Use this flowGet a client from Harpoon when New Contact in Xero
Use this flowCreate Client in Harpoon when New Contact in Xero
Use this flowCreate Expense in Harpoon when New Contact in Xero
Use this flowCreate Expense Category in Harpoon when New Contact in Xero
Use this flowCreate Project in Harpoon when New Contact in Xero
Use this flowList All Contact in Harpoon when New Contact in Xero
Use this flowGet a Contact in Harpoon when New Contact in Xero
Use this flowList All Expense Categories in Harpoon when New Contact in Xero
Use this flowGet a Expense Category in Harpoon when New Contact in Xero
Use this flowSupported Triggers & Actions
Everything you can automate between Harpoon and Xero.
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 Contact
Triggers when you add a new contact
New Quote
Triggers when a new quote is created
New Credit Note
Triggers When A New Credit Note 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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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 Xero
Xero is a cloud-based accounting software platform for small and medium-sized businesses. It connects business owners with their financial data and advisors anytime, anywhere, on any device.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Harpoon and Xero 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 Xero 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 Xero. No coding required.
Yes. You can set up a workflow where Harpoon triggers actions in Xero, and a separate workflow where Xero 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 Xero. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Harpoon and Xero integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
