Integration

Connect Better Proposals to Harpoon

When something happens in Better Proposals, your agent does the next thing in Harpoon. Describe it in plain language and the automation is built, tested on every branch and kept running.

Better Proposals3 triggersBetter Proposals1 actionHarpoon9 triggersHarpoon45 actions

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What do you want Better Proposals and Harpoon to do together?

Describe it and your agent reads both APIs, builds the automation, tests every branch and ships it. The list below is what exists today, not the limit.

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Everything your agent can do with Better Proposals and Harpoon

Triggers and actions 12 triggers · 46 actions

Trigger
Proposal Opened
Triggers when a proposal is opened.
Trigger
Proposal Paid
Triggers when a proposal is paid.
Trigger
Proposal Signed
Triggers when a proposal is signed.
Action
Create a Proposal
Creates a new proposal.
Trigger
New Client
Triggered when a new client is created in Harpoon.
Trigger
New Contact
Triggered when a new contact is created in Harpoon.
Trigger
New Expense
Triggered when a new expense is created in your Harpoon account.
Trigger
New Expense Category
Triggered when a new expense category is created in Harpoon.
Trigger
New Invoice
Triggered when a new invoice is created in Harpoon.
Trigger
New Payment
Triggered when a new payment is recorded in your Harpoon account.
Trigger
New Project
Triggered when a new project is created in Harpoon.
Trigger
New Task Category
Triggered when a new task category is added in your Harpoon account.
Trigger
New Time Entry
Triggered when a new time entry is logged in Harpoon.
Action
Add Credit Entry
Creates a new credit entry on a client's account in Harpoon, recording an amount, a date and an optional note or originating invoice. Returns the credit entry that was created.
Action
Add Invoice
Creates a new invoice in Harpoon for a client or project, with an invoice number, issue date, and optional line items. Returns the invoice that was created.
Action
Add Lead Source
Creates a new lead source in Harpoon, so new clients can be tagged with where they came from. Returns the lead source that was created.
Action
Add Note
Adds a note to a client, project or invoice in Harpoon. Returns the note that was created.
Action
Add Team
Creates a new team in your Harpoon account. Harpoon populates the new team from your account details; the API accepts no team attributes on creation.
Action
Clone Time Entry
Creates a copy of an existing time entry in Harpoon. The copy keeps the original's project, task and description, and starts with today's date and zero hours logged.
Action
Create Contact
Creates a contact person under a Harpoon client, with their name, email address, and phone number. Returns the contact that was created.
Action
Create Expense
Records a one-off expense in Harpoon with its date, amount, and vendor, optionally attributed to a client, project, or expense category. Returns the expense that was created.
Action
Create Expense Category
Creates a new expense category in your Harpoon account so expenses can be grouped under it.
Action
Create Project
Creates a project in Harpoon for a client, with its budget, rate, and start and end dates. Returns the project that was created.
Action
Create Time Entry
Logs hours worked in Harpoon for a team member on a given date, optionally against a client or project. Returns the time entry that was created.
Action
Delete Client
Deletes a client from your Harpoon account.
Action
Delete Expense
Permanently deletes an expense from your Harpoon account.
Action
Delete Invoice
Permanently removes an invoice from Harpoon. Returns Harpoon's confirmation that the invoice was deleted.
Action
Delete Note
Deletes a note from your Harpoon account.
Action
Delete Recurring Expense
Deletes a recurring expense template from Harpoon by its id, so it stops generating new expenses.
Action
Delete Recurring Invoice
Stops and removes a recurring invoice schedule in Harpoon so it no longer generates invoices. Returns Harpoon's confirmation that it was deleted.
Action
Delete Time Entry
Deletes a time entry from your Harpoon account.
Action
Get Client
Returns a single client from your Harpoon account, including its name, contact details and other stored attributes.
Action
Get Client Credits
Returns a client's credit entries in Harpoon, along with the credit still available on the account.
Action
Get Contact
Returns a single Harpoon contact, including their name, email address, phone number, and the client they belong to.
Action
Get Estimate
Returns a single estimate from your Harpoon account, including its client, line items, totals and status.
Action
Get Expense
Returns a single expense from your Harpoon account, including its amount, date, vendor, category and the client or project it is attached to.
Action
Get Expense Category
Returns a single Harpoon expense category with every detail it carries, including its name and budget settings.
Action
Get Invoice
Fetches one invoice from Harpoon by its id, with its client, line items and payment totals. An error occurs if the invoice is not found.
Action
Get Lead Source
Returns a single lead source from your Harpoon account.
Action
Get Project
Returns a single project from your Harpoon account, including its client, budget and status.
Action
Get Recurring Expense
Fetches one recurring expense template from Harpoon by its id, with its vendor, amount, frequency and schedule. An error occurs if it is not found.
Action
Get Recurring Invoice
Returns a single recurring invoice schedule from Harpoon, including its client, frequency, dates, and line items.
Action
Get Task
Returns a single task category from your Harpoon account, including its name and hourly rate.
Action
Get Team
Returns a single team from your Harpoon account, including its name, email address, phone, address, owner and whether it is active.
Action
Get Time Entry
Returns a single tracked time entry from your Harpoon account, including its date, hours, client, project and notes.
Action
List Contacts
Returns the contacts in your Harpoon account, including each contact's name, email address and phone number.
Action
List Estimates
Returns the estimates in a Harpoon account, optionally narrowed to a year, client, project, status, or search text.
Action
List Expense Categories
Returns the expense categories set up in Harpoon, each with its budget settings.
Action
List Expenses
Returns the expenses in your Harpoon account, optionally narrowed by date range, client, project, category, billing status or search text.
Action
List Projects
Returns the projects in a Harpoon account, with their client, budget, rate, and dates.
Action
List Teams
Returns the teams in your Harpoon account, along with the total number of teams found.
Action
List Time Entries
Returns time entries from your Harpoon account — either the timers running now or logged history for a date range — optionally narrowed by client, project, task, team member or billing status.
Action
Update Expense
Updates an existing expense in your Harpoon account. Only the values you supply are changed.
Action
Update Invoice
Updates an existing invoice in your Harpoon account. Only the values you supply are changed.
Action
Update Project
Updates an existing project in Harpoon — its name, client, billing type, status, dates, budget and task rates. Returns the updated project.
Action
Update Recurring Expense
Updates a recurring expense in Harpoon — its vendor, amount, frequency, category, dates, and status. Anything left blank keeps its current value. Returns the updated recurring expense.
Action
Update Recurring Invoice
Updates an existing recurring invoice template in your Harpoon account. Only the values you supply are changed.
Action
Update Time Entry
Updates an existing time entry in Harpoon — its date, hours, description, project, task or billing state.

Each app on its own

The other way round: Harpoon to Better Proposals