
When this happens...

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 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 Pipefy integrations.
Creates a new table record.
Creates a new card.
Delete a card using card id.
Updates a card Title.
Finds a card by Title.
Get all the clients.

Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.

Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.

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 Pipefy and Harpoon accounts to viaSocket. Once connected, you can set up a workflow where an event in Pipefy triggers actions in Harpoon (or vice versa).
Absolutely. You can customize how Pipefy 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 Pipefy 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 Pipefy 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.
The easy button for processes and workflows Easily organize and run all your processes in one place, leaving the inefficient patchwork of apps, forms, spreadsheets and e-mail threads forever in the past
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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