Connect Xodo Sign and Harpoon
Integrate Xodo Sign with Harpoon to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
List All Clients from Harpoon when Document Is Sent via Xodo Sign
Get a client from Harpoon when Document Is Sent via Xodo Sign
Create Client in Harpoon when Document Is Sent via Xodo Sign
Create Expense in Harpoon when Document Is Sent via Xodo Sign
Create Expense Category in Harpoon when Document Is Sent via Xodo Sign
Popular Xodo Sign + Harpoon flows
Start from a real workflow other teams are already running.
Choose a trigger
Xodo Sign
When this happens...
Document Is Sent
Document Completed
Choose an action
Harpoon
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
List All Clients from Harpoon when Document Is Sent via Xodo Sign
Use this flowGet a client from Harpoon when Document Is Sent via Xodo Sign
Use this flowCreate Client in Harpoon when Document Is Sent via Xodo Sign
Use this flowCreate Expense in Harpoon when Document Is Sent via Xodo Sign
Use this flowCreate Expense Category in Harpoon when Document Is Sent via Xodo Sign
Use this flowCreate Project in Harpoon when Document Is Sent via Xodo Sign
Use this flowList All Contact in Harpoon when Document Is Sent via Xodo Sign
Use this flowGet a Contact in Harpoon when Document Is Sent via Xodo Sign
Use this flowList All Expense Categories in Harpoon when Document Is Sent via Xodo Sign
Use this flowGet a Expense Category in Harpoon when Document Is Sent via Xodo Sign
Use this flowSupported Triggers & Actions
Everything you can automate between Xodo Sign and Harpoon.
When this happensTriggers
A trigger is an event that starts a workflow.
Document Is Sent
Runs when document is sent
Document Completed
Runs when a document is completed in Xodo Sign.
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 Xodo Sign integrations.
Create Contact
Creates a new contact in Xodo Sign using the provided name, email, company, and phone number.
Get Final Signed Document
Gets the final signed document and provides a download link.
Send Reminder
Sends a reminder to a signer to prompt them to sign a document.
Find and Download Document
Finds and downloads a document, a specific file inside it, or its audit trail from Xodo Sign.
List All Clients
Get all the clients.
Get a client
View a client’s details.
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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AI will build it for you
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 Xodo Sign
Xodo Sign by Apryse is an electronic signature software platform that lets you sign, edit and send documents in one place. Xodo Sign helps businesses of every size replace printing, scanning, and mailing with fast, legally binding digital signatures and built-in document editing tools that save time, cut costs, and keep work secure.
Learn more
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
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Xodo Sign and Harpoon 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 Xodo Sign and Harpoon 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 Harpoon. No coding required.
Yes. You can set up a workflow where Xodo Sign triggers actions in Harpoon, and a separate workflow where Harpoon triggers actions in Xodo Sign. 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 Xodo Sign and Harpoon. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Xodo Sign and Harpoon integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
