Connect Harpoon and LiveSwitch

Both apps 81Harpoon 55LiveSwitch 26

• 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 Invoices

  Returns the invoices in your Harpoon account, optionally narrowed by year, client, project, status or a search term.

• 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.

• Trigger
  New Contact Matching Filter

  Triggers when a new contact appears in your LiveSwitch organization, optionally limited to contacts matching a filter.

• Trigger
  New Conversation Matching Filter

  Triggers when a new conversation is created in LiveSwitch, optionally limited to conversations matching a filter.

• Trigger
  New Guided Instructions

  Triggers when a new set of guided instructions is added to your LiveSwitch organization, returning its name, description, where it is shown and its steps.

• Trigger
  New Project

  Triggers when a new project appears in LiveSwitch, optionally limited by status, contact or external ID.

• Trigger
  New Tag

  Triggers when a new tag is created in LiveSwitch.

• Action
  Create Conversation

  Creates a LiveSwitch conversation, such as a live call, recording request, photo session or scheduled call, for a new or existing contact. Returns the conversation with its join and review links.

• Action
  Create Project

  Creates a project in LiveSwitch with a name, status, address, tags, associated contacts and custom attributes, and returns the new project including its links.

• Action
  Create Tag

  Creates a tag in your LiveSwitch organization, with an optional display color, and returns the new tag.

• Action
  Find All Tags

  Returns the tags in your LiveSwitch organization, optionally narrowed by a filter and sorted in the order you choose.

• Action
  Find Contact by ID

  Returns a single LiveSwitch contact by its id, including its name, email, phone and custom attribute values.

• Action
  Find Contact by Phone

  Returns the LiveSwitch contact that has the given phone number, including its custom attributes.

• Action
  Find Conversation by ID

  Returns one LiveSwitch conversation by its ID, including its join and review links, status, contact, tags, notes and custom attributes.

• Action
  Find Conversations

  Returns the conversations in your LiveSwitch organization that match an optional filter, most recent first unless you choose another order.

• Action
  Find Document by ID

  Returns a single LiveSwitch document, either a snapshot or an uploaded file, with its project, conversation, tags and links.

• Action
  Find Form by ID

  Returns a LiveSwitch form by its id, including its name, headline, notes and the fields it collects.

• Action
  Find Form Submission by ID

  Returns a single form submission by its id, including the form, contact and conversation it belongs to and the answers given.

• Action
  Find Guided Instructions

  Returns the guided instructions in your LiveSwitch organization that match the specified filter or conversation type.

• Action
  Find Project by ID

  Returns a single LiveSwitch project by its ID, including its status, share links, tags, contacts and custom attributes.

• Action
  Find Projects

  Returns the projects in your LiveSwitch organization, optionally narrowed by status, external ID, contact or a custom filter.

• Action
  Find Recording by ID

  Returns one LiveSwitch recording by its ID, including its public link, thumbnail, type, status and tags.

• Action
  Find Recordings by Conversation

  Returns the recordings that belong to a LiveSwitch conversation, including their public links, status and tags.

• Action
  Find Recordings by Project

  Returns the recordings that belong to the specified project, including their public links, status, type and tags.

• Action
  Get Current User (Me)

  Returns the LiveSwitch user the connected account is signed in as, including their name, contact details and organization.

• Action
  Get Organization Settings

  Returns the settings of the organization you are logged in to, including its default country code, whether recordings start automatically, and whether SMS is enabled.

• Action
  Update Conversation

  Updates a conversation's name, notes, tags, contact, project or assigned user in LiveSwitch and returns the updated conversation.

• Action
  Update Tag

  Updates the name or display color of an existing tag and returns the updated tag.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.