Connect Helpwise and Harpoon to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Helpwise
Choose an Action
Automatically do this!
List All Clients
Get a client
Create Client
Create Expense
Create Expense Category
Create Project
List All Contact
Get a Contact
List All Expense Categories
Get a Expense Category
List all Projects
Get a Project
List All Teams
Get a Team
List Other Income
Ready to use Helpwise and Harpoon automations
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- Send for Approval acceptCreate Entry of expensesAdd Step
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Actions and Triggers
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.
Do thisActions
Action is the task that follows automatically within your Helpwise integrations.
Assign Conversation
Assign Conversation to User
Add Note
Adds a Note in the Conversation
Create Contact
Create your contact in Helpwise from your favorite app.
List All Clients
Get all the clients.
Get a client
View a client’s details.
Create Client
Creates a new client.
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Frequently Asked Questions
To start, connect both your Helpwise and Harpoon accounts to viaSocket. Once connected, you can set up a workflow where an event in Helpwise triggers actions in Harpoon (or vice versa).
Absolutely. You can customize how Helpwise data is recorded in Harpoon. This includes choosing which data fields go into which fields of Harpoon, setting up custom formats, and filtering out unwanted information.
The data sync between Helpwise and Harpoon 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 Helpwise and Harpoon. 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.
About Helpwise
Helpwise is a collaborative shared inbox platform designed to streamline team communication and enhance customer support. It allows teams to manage emails, SMS, WhatsApp, and other communication channels from a single interface, improving efficiency and response times.
Learn MoreAbout 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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