
When this happens...
New Contact

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
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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when new contact is created.
Triggers when new client created.
Triggers when there is a new project.
Trigerrs when there is a new expense category.
Action is the task that follows automatically within your Office 365 integrations.
Creates a new contact
Creates a draft of an email that can be reviewed and sent out.
Creates a new event in a calendar.
Delete an existing event
Update an existing contact.
Get all the clients.

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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 Office 365 and Harpoon accounts to viaSocket. Once connected, you can set up a workflow where an event in Office 365 triggers actions in Harpoon (or vice versa).
Absolutely. You can customize how Office 365 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 Office 365 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 Office 365 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.
Microsoft Office 365 Business is a complete office suite in the cloud. It provides all the standard office products like Excel, Outlook, Word, SharePoint and more, but available from any internet enabled computer! Zapier does not currently support Outlook.com addresses or Home 365 accounts, only business or Enterprise.
Learn MoreHarpoon 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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