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Triggers and actions 14 triggers · 88 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
Calendar Event ChangesTriggered when a new calendar event occurs (created, updated, or deleted) in the Outlook calendar.
- New Calendar Event
Triggered when a new calendar event is created in the Outlook calendar.
- New Contact Added
Triggered when a new contact is added in the Outlook contacts.
- New Outlook Message
Triggered when a new message is received in the Outlook mailbox.
- New Sent Message
Triggered when a new message is sent from the Outlook mailbox.
- Add Mail Attachment
Tool to add an attachment to an email message. use when you have a message id and need to attach a small (<3 mb) file or reference.
- Create Calendar
Tool to create a new calendar in the signed-in user's mailbox. use when organizing events into a separate calendar.
- Create Contact Folder
Tool to create a new contact folder in the user's mailbox. use when needing to organize contacts into custom folders.
- Create Email Rule
Create email rule filter with conditions and actions
- Create Mail Folder
Tool to create a new mail folder. use when you need to organize email into a new folder.
- Create Master Category
Tool to create a new category in the user's master category list. use after selecting a unique display name.
- Delete Mail Folder
Delete a mail folder from the user's mailbox. use when you need to remove an existing mail folder.
- Download Outlook Attachment
Downloads a specific file attachment from an email message in a microsoft outlook mailbox; the attachment must contain 'contentbytes' (binary data) and not be a link or embedded item.
- Get Mailbox Settings
Tool to retrieve mailbox settings. use when you need to view settings such as automatic replies, time zone, and working hours for the signed-in or specified user.
- Get Mail Delta
Tool to retrieve incremental changes (delta) of messages in a mailbox. use when syncing mailbox updates since last checkpoint.
- Get Mail Tips
Tool to retrieve mail tips such as automatic replies and mailbox full status. use when you need to check recipient status before sending mail.
- Get Master Categories
Tool to retrieve the user's master category list. use when you need to get all categories defined for the user.
- Get Supported Languages
Tool to retrieve supported languages in the user's mailbox. use when you need to display or select from available mailbox languages.
- Get Supported Time Zones
Tool to retrieve supported time zones in the user's mailbox. use when you need a list of time zones to display or choose from for event scheduling.
- List Calendars
Tool to list calendars in the signed-in user's mailbox. use when you need to retrieve calendars with optional odata queries.
- List Event Attachments
Tool to list attachments for a specific outlook calendar event. use when you have an event id and need to view its attachments.
- List Outlook Attachments
Lists metadata (like name, size, and type, but not `contentbytes`) for all attachments of a specified outlook email message.
- List Reminders
Tool to retrieve reminders for events occurring within a specified time range. use when you need to see upcoming reminders between two datetimes.
- Outlook Add Event Attachment
Adds an attachment to a specific outlook calendar event. use when you need to attach a file or nested item to an existing event.
- Outlook Calendar Create Event
Creates a new outlook calendar event, ensuring `start datetime` is chronologically before `end datetime`.
- Outlook Create Contact
Creates a new contact in a microsoft outlook user's contacts folder.
- Outlook Create Draft
Creates an outlook email draft with subject, body, recipients, and an optional attachment. supports creating drafts as part of existing conversation threads by specifying a conversationid; attachments require a name, mimetype, and content.
- Outlook Create Draft Reply
Creates a draft reply in the specified user's outlook mailbox to an existing message (identified by a valid `message id`), optionally including a `comment` and cc/bcc recipients.
- Outlook Delete Contact
Permanently deletes an existing contact, using its `contact id` (obtainable via 'list user contacts' or 'get contact'), from the outlook contacts of the user specified by `user id`.
- Outlook Delete Event
Deletes an existing calendar event, identified by its unique `event id`, from a specified user's microsoft outlook calendar, with an option to send cancellation notifications to attendees.
- Outlook Get Contact
Retrieves a specific outlook contact by its `contact id` from the contacts of a specified `user id` (defaults to 'me' for the authenticated user).
- Outlook Get Contact Folders
Tool to retrieve a list of contact folders in the signed-in user's mailbox. use after authentication when you need to browse or select among contact folders.
- Outlook Get Event
Retrieves the full details of a specific calendar event by its id from a user's outlook calendar, provided the event exists.
- Outlook Get Message
Retrieves a specific email message by its id from the specified user's outlook mailbox. use the 'select' parameter to include specific fields like 'internetmessageheaders' for filtering automated emails.
- Outlook Get Profile
Retrieves the microsoft outlook profile for a specified user.
- Outlook Get Schedule
Retrieves free/busy schedule information for specified email addresses within a defined time window.
- Outlook List Contacts
Retrieves a user's microsoft outlook contacts, from the default or a specified contact folder.
- Outlook List Events
Retrieves events from a user's outlook calendar via microsoft graph api, supporting pagination, filtering, property selection, sorting, and timezone specification.
- Outlook List Mail Folders
Tool to list a user's top-level mail folders. use when you need folders like inbox, drafts, sent items; set include hidden folders=true to include hidden folders.
- Outlook List Messages
Retrieves a list of email messages from a specified mail folder in an outlook mailbox, with options for filtering (including by conversationid to get all messages in a thread), pagination, and sorting; ensure 'user id' and 'folder' are valid, and all date/time strings are in iso 8601 format.
- Outlook Move Message
Move a message to another folder within the specified user's mailbox. this creates a new copy of the message in the destination folder and removes the original message.
- Outlook Reply Email
Sends a plain text reply to an outlook email message, identified by `message id`, allowing optional cc and bcc recipients.
- Outlook Search Messages
Searches messages in a microsoft 365 or enterprise outlook account mailbox, supporting filters for sender, subject, attachments, pagination, and sorting by relevance or date.
- Outlook Send Email
Sends an email with subject, body, recipients, and an optional attachment via microsoft graph api; attachments require a non-empty file with valid name and mimetype.
- Outlook Update Calendar Event
Updates specified fields of an existing outlook calendar event.
- Outlook Update Contact
Updates an existing outlook contact, identified by `contact id` for the specified `user id`, requiring at least one other field to be modified.
- Outlook Update Email
Updates specified properties of an existing email message; `message id` must identify a valid message within the specified `user id`'s mailbox.
- Update Mailbox Settings
Tool to update mailbox settings for the signed-in user. use when you need to configure automatic replies, default time zone, language, or working hours. example: schedule automatic replies for vacation.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
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