Connect pleo and Harpoon to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for pleo
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
Enable Integrations or automations with these events of pleo and Harpoon
Enable Integrations or automations with these events of pleo and Harpoon
Triggers
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.
Actions
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.
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- text is aiReplytoCommentSend a Private ReplyAdd Step
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Automate Expense Report Approvals via Slack & QuickBooks
- Send for Approval acceptCreate Entry of expensesAdd Step
- Send for rejectMail for RejectionAdd Step
Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
- Notify teamSendMailAdd Step
- has reactSendDMMessage ReactAdd Step
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Frequently Asked Questions
To start, connect both your pleo and Harpoon accounts to viaSocket. Once connected, you can set up a workflow where an event in pleo triggers actions in Harpoon (or vice versa).
Absolutely. You can customize how pleo 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 pleo 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 pleo 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 pleo
Pleo offers smart company cards that automate expense reports and simplify company spending.
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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