Integration

Connect Harpoon to Lob

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

Harpoon9 triggersHarpoon45 actionsLob40 actions

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What do you want Harpoon and Lob to do together?

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Everything your agent can do with Harpoon and Lob

Triggers and actions 9 triggers · 85 actions

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.
Action
Autocomplete US Address
Suggests complete US street addresses from the first part of one a person has typed, so an address field can autocomplete as they type.
Action
Bulk Verify International Addresses
Checks a batch of non-US addresses at once and returns each one standardized, with whether it is deliverable.
Action
Cancel Check
Cancels a check in Lob so it is not mailed. Only works while the check is still in the pre-print window.
Action
Cancel Letter
Cancels a letter in Lob so it is not mailed. Only works while the letter is still in the pre-print window.
Action
Cancel Postcard
Cancels a postcard in Lob so it is not mailed. Only works while the postcard is still in the pre-print window.
Action
Create Address
Saves an address in your Lob address book so you can reuse it as a sender or recipient on later mailings.
Action
Create Bank Account
Saves a bank account in Lob so you can send checks from it. Returns the new bank account's ID and whether it has been verified yet.
Action
Create Template
Saves a reusable HTML template in Lob that letters, postcards and checks can be built from. Returns the new template's ID and its published version.
Action
Delete Address
Deletes a saved address from Lob. Returns the deleted address's ID.
Action
Delete Bank Account
Deletes a saved bank account from Lob. Returns the deleted bank account's ID.
Action
Delete Template
Deletes an HTML template from Lob. Returns the deleted template's ID.
Action
Get Address
Returns one saved address from Lob by its ID, including the recipient details and any name/value pairs stored on it.
Action
Get Bank Account
Returns one saved bank account from Lob by its ID, including whether it has been verified.
Action
Get Check
Returns one check from Lob by its ID, including its amount, status and delivery tracking events.
Action
Get Letter
Returns one letter from Lob by its ID, including its status, addresses and delivery tracking events.
Action
Get Postcard
Returns one postcard from Lob by its ID, including its status, addresses and delivery tracking events.
Action
Get Template
Returns one HTML template from Lob by its ID, including its published version and version history.
Action
List Addresses
Returns the saved addresses in your Lob address book, newest first, with cursors for paging through more.
Action
List Bank Accounts
Returns the bank accounts saved in your Lob account, newest first, with cursors for paging through more.
Action
List Booklets
Returns the booklets you have created in Lob, newest first, with cursors for paging through more.
Action
List Campaigns
Returns the direct-mail campaigns in your Lob account, newest first, with cursors for paging through more.
Action
List Checks
Returns the checks you have sent through Lob, newest first, with cursors for paging through more.
Action
List Informed Delivery Campaigns
Returns the USPS Informed Delivery campaigns in your Lob account, newest first, with cursors for paging through more.
Action
List Letters
Returns the letters you have sent through Lob, newest first, with cursors for paging through more.
Action
List Postcards
Returns the postcards you have sent through Lob, newest first, with cursors for paging through more.
Action
List QR Code Analytics
Returns the QR code scans recorded on your Lob mailpieces — who scanned, when, and how many times — plus the overall scan total.
Action
List Snap Packs
Returns the snap packs you have sent through Lob, newest first, with cursors for paging through more.
Action
List Templates
Returns the saved HTML templates in your Lob account, newest first, with cursors for paging through more.
Action
List Uploads
Returns the recipient-list uploads in your Lob account, optionally narrowed to one campaign.
Action
Look Up ZIP Code
Looks up a US ZIP code and returns the cities, states and counties it covers, plus the USPS ZIP code type.
Action
Reverse Geocode Lookup
Takes a latitude and longitude and returns the nearest US ZIP codes with their city, state and distance from that point.
Action
Send Check
Prints and mails a physical check drawn on your Lob bank account to the recipient address you name.
Action
Send Letter
Prints and mails a letter to the recipient address you name, from a PDF, an HTML body, or a saved Lob template.
Action
Send Postcard
Prints and mails a postcard to the recipient address you name, using front and back artwork from a URL, HTML, or a saved Lob template.
Action
Update Template
Changes an existing Lob HTML template - its description, or which saved version is the live one. Anything you leave blank is left as it was.
Action
Validate Recipient Identity
Checks whether a person or company name is actually associated with a US address, and returns a confidence level and match score.
Action
Verify Bank Account
Confirms a Lob bank account by submitting the two micro-deposit amounts, so the account can be used to send checks.
Action
Verify International Address
Checks a non-US address, standardizes it, and tells you whether mail sent there is likely to be delivered.
Action
Verify Single Line US Address
Checks a US address given as one single line, standardizes it, and tells you whether mail sent there is deliverable.
Action
Verify US Address
Checks a US address, standardizes it to USPS format, and tells you whether mail sent there is deliverable.

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The other way round: Lob to Harpoon