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Connect Claude CodeEverything your agent can do with Harpoon and folk
Triggers and actions 20 triggers · 61 actions
Trigger
New ClientTriggered when a new client is created in Harpoon.
- New Contact
Triggered when a new contact is created in Harpoon.
- New Expense
Triggered when a new expense is created in your Harpoon account.
- New Expense Category
Triggered when a new expense category is created in Harpoon.
- New Invoice
Triggered when a new invoice is created in Harpoon.
- New Payment
Triggered when a new payment is recorded in your Harpoon account.
- New Project
Triggered when a new project is created in Harpoon.
- New Task Category
Triggered when a new task category is added in your Harpoon account.
- New Time Entry
Triggered when a new time entry is logged in Harpoon.
- 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.
- 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.
- 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.
- Add Note
Adds a note to a client, project or invoice in Harpoon. Returns the note that was created.
- 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.
- 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.
- Create Contact
Creates a contact person under a Harpoon client, with their name, email address, and phone number. Returns the contact that was created.
- 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.
- Create Expense Category
Creates a new expense category in your Harpoon account so expenses can be grouped under it.
- 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.
- 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.
- Delete Client
Deletes a client from your Harpoon account.
- Delete Expense
Permanently deletes an expense from your Harpoon account.
- Delete Invoice
Permanently removes an invoice from Harpoon. Returns Harpoon's confirmation that the invoice was deleted.
- Delete Note
Deletes a note from your Harpoon account.
- Delete Recurring Expense
Deletes a recurring expense template from Harpoon by its id, so it stops generating new expenses.
- 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.
- Delete Time Entry
Deletes a time entry from your Harpoon account.
- Get Client
Returns a single client from your Harpoon account, including its name, contact details and other stored attributes.
- Get Client Credits
Returns a client's credit entries in Harpoon, along with the credit still available on the account.
- Get Contact
Returns a single Harpoon contact, including their name, email address, phone number, and the client they belong to.
- Get Estimate
Returns a single estimate from your Harpoon account, including its client, line items, totals and status.
- 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.
- Get Expense Category
Returns a single Harpoon expense category with every detail it carries, including its name and budget settings.
- 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.
- Get Lead Source
Returns a single lead source from your Harpoon account.
- Get Project
Returns a single project from your Harpoon account, including its client, budget and status.
- 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.
- Get Recurring Invoice
Returns a single recurring invoice schedule from Harpoon, including its client, frequency, dates, and line items.
- Get Task
Returns a single task category from your Harpoon account, including its name and hourly rate.
- Get Team
Returns a single team from your Harpoon account, including its name, email address, phone, address, owner and whether it is active.
- Get Time Entry
Returns a single tracked time entry from your Harpoon account, including its date, hours, client, project and notes.
- List Contacts
Returns the contacts in your Harpoon account, including each contact's name, email address and phone number.
- List Estimates
Returns the estimates in a Harpoon account, optionally narrowed to a year, client, project, status, or search text.
- List Expense Categories
Returns the expense categories set up in Harpoon, each with its budget settings.
- List Expenses
Returns the expenses in your Harpoon account, optionally narrowed by date range, client, project, category, billing status or search text.
- List Projects
Returns the projects in a Harpoon account, with their client, budget, rate, and dates.
- List Teams
Returns the teams in your Harpoon account, along with the total number of teams found.
- 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.
- Update Expense
Updates an existing expense in your Harpoon account. Only the values you supply are changed.
- Update Invoice
Updates an existing invoice in your Harpoon account. Only the values you supply are changed.
- Update Project
Updates an existing project in Harpoon — its name, client, billing type, status, dates, budget and task rates. Returns the updated project.
- 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.
- Update Recurring Invoice
Updates an existing recurring invoice template in your Harpoon account. Only the values you supply are changed.
- Update Time Entry
Updates an existing time entry in Harpoon — its date, hours, description, project, task or billing state.
Trigger
Company AddedTriggers when a new company is created or added to a group.
- Company Custom Field Updated
Triggers when a company custom field (for example tag, status, text, assignee) is updated.
- Company Removed
Triggers when a company is deleted from the workspace or removed from a group.
- Company Updated
Triggers when a company basic field (like name, email or URL) in a group is updated.
- Deal Added
Fires when a new deal is created. Poll GET /v1/deals sorted by creation date.
- Deal Removed
Fires when a deal is deleted from a pipeline.
- Deal Updated
Fires when a deal is updated (stage change, field update). Poll GET /v1/deals sorted by update date.
- Person Added
Triggers when a new person is created or added to a group.
- Person Custom Field Updated
Triggers when a person custom field (for example tag, status, text, assignee) is updated.
- Person Removed
Triggers when a person is deleted from the workspace or removed from a group.
- Person Updated
Triggers when a person basic field (like first name, job title, email or URL) in a group is updated.
- Create Company
Creates a company in folk, optionally adding it to a group and setting that group's custom fields.
- Create Deal
Creates a deal in a folk group, optionally linked to companies and people, and sets that deal type's custom fields.
- Create Group
Creates a group in folk. A default "All people" table view is added to the group automatically.
- Create Note
Creates a note on a folk person, company or deal. Optionally posts it as a reply to an existing note.
- Create Person
Creates a person in folk, optionally adding them to a group and setting that group's custom fields.
- Create Reminder
Creates a reminder on a folk person, company or deal, scheduled with an iCalendar recurrence rule.
- Delete Company
Deletes a company from folk by its id.
- Delete Person
Deletes a person from folk by their id. This also removes their custom fields, notes and associations.
- Find a Company
Searches folk companies by name, email or website and returns the matches, with the first one broken out for easy mapping.
- Find a Person
Searches folk people by email, full name or phone and returns the matches, with the first one broken out for easy mapping.
- Get a Company
Fetches one folk company by id, including its custom field values.
- Get a Note
Fetches one folk note by id, with its text, author and the record it is attached to.
- Get a Person
Fetches one folk person by id, including their custom field values.
- List Groups
Returns the groups in the folk workspace, with each group's id, name and visibility.
- Update Company
Updates a folk company. Only the fields you fill in are changed; list fields such as emails replace the whole list.
- Update Person
Updates a folk person. Only the fields you fill in are changed; list fields such as emails replace the whole list.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.