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Triggers and actions 9 triggers · 73 actions
Trigger
New ClientTriggered when a new client is created in Harpoon.
Trigger
New ContactTriggered when a new contact is created in Harpoon.
Trigger
New ExpenseTriggered when a new expense is created in your Harpoon account.
Trigger
New Expense CategoryTriggered when a new expense category is created in Harpoon.
Trigger
New InvoiceTriggered when a new invoice is created in Harpoon.
Trigger
New PaymentTriggered when a new payment is recorded in your Harpoon account.
Trigger
New ProjectTriggered when a new project is created in Harpoon.
Trigger
New Task CategoryTriggered when a new task category is added in your Harpoon account.
Trigger
New Time EntryTriggered when a new time entry is logged in Harpoon.
Action
Add Credit EntryCreates 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 InvoiceCreates 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 SourceCreates 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 NoteAdds a note to a client, project or invoice in Harpoon. Returns the note that was created.
Action
Add TeamCreates 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 EntryCreates 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 ContactCreates a contact person under a Harpoon client, with their name, email address, and phone number. Returns the contact that was created.
Action
Create ExpenseRecords 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 CategoryCreates a new expense category in your Harpoon account so expenses can be grouped under it.
Action
Create ProjectCreates 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 EntryLogs 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 ClientDeletes a client from your Harpoon account.
Action
Delete ExpensePermanently deletes an expense from your Harpoon account.
Action
Delete InvoicePermanently removes an invoice from Harpoon. Returns Harpoon's confirmation that the invoice was deleted.
Action
Delete NoteDeletes a note from your Harpoon account.
Action
Delete Recurring ExpenseDeletes a recurring expense template from Harpoon by its id, so it stops generating new expenses.
Action
Delete Recurring InvoiceStops 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 EntryDeletes a time entry from your Harpoon account.
Action
Get ClientReturns a single client from your Harpoon account, including its name, contact details and other stored attributes.
Action
Get Client CreditsReturns a client's credit entries in Harpoon, along with the credit still available on the account.
Action
Get ContactReturns a single Harpoon contact, including their name, email address, phone number, and the client they belong to.
Action
Get EstimateReturns a single estimate from your Harpoon account, including its client, line items, totals and status.
Action
Get ExpenseReturns 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 CategoryReturns a single Harpoon expense category with every detail it carries, including its name and budget settings.
Action
Get InvoiceFetches 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 SourceReturns a single lead source from your Harpoon account.
Action
Get ProjectReturns a single project from your Harpoon account, including its client, budget and status.
Action
Get Recurring ExpenseFetches 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 InvoiceReturns a single recurring invoice schedule from Harpoon, including its client, frequency, dates, and line items.
Action
Get TaskReturns a single task category from your Harpoon account, including its name and hourly rate.
Action
Get TeamReturns a single team from your Harpoon account, including its name, email address, phone, address, owner and whether it is active.
Action
Get Time EntryReturns a single tracked time entry from your Harpoon account, including its date, hours, client, project and notes.
Action
List ContactsReturns the contacts in your Harpoon account, including each contact's name, email address and phone number.
Action
List EstimatesReturns the estimates in a Harpoon account, optionally narrowed to a year, client, project, status, or search text.
Action
List Expense CategoriesReturns the expense categories set up in Harpoon, each with its budget settings.
Action
List ExpensesReturns the expenses in your Harpoon account, optionally narrowed by date range, client, project, category, billing status or search text.
Action
List ProjectsReturns the projects in a Harpoon account, with their client, budget, rate, and dates.
Action
List TeamsReturns the teams in your Harpoon account, along with the total number of teams found.
Action
List Time EntriesReturns 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 ExpenseUpdates an existing expense in your Harpoon account. Only the values you supply are changed.
Action
Update InvoiceUpdates an existing invoice in your Harpoon account. Only the values you supply are changed.
Action
Update ProjectUpdates an existing project in Harpoon — its name, client, billing type, status, dates, budget and task rates. Returns the updated project.
Action
Update Recurring ExpenseUpdates 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 InvoiceUpdates an existing recurring invoice template in your Harpoon account. Only the values you supply are changed.
Action
Update Time EntryUpdates an existing time entry in Harpoon — its date, hours, description, project, task or billing state.
Action
Add Barcode to PDFDraws a barcode or QR code onto a PDF at the position you choose and returns a link to the new PDF.
Action
Add Form Field to PDFAdd a fillable form field (text field or checkbox) to a PDF at a specified position.
Action
Add Image to PDFAdd an image, logo, or signature to a PDF at a specified position.
Action
Add Text to PDFAdd Text to PDF
Action
Advanced Barcode ReaderDecode barcodes from images or PDF documents swiftly and accurately.
Action
AI Invoice ParserTransform your invoice processing with our advanced AI. Enjoy quick, accurate data extraction that eliminates manual effort and saves you valuable time.
Action
Anything to PDF ConverterSeamlessly convert a variety of formats such as URLs, HTML code, documents, spreadsheets, presentations, images, and more into PDF.
Action
Barcode GeneratorGenerate a variety of barcodes , e.g. QRCode .
Action
Compress and Optimize PDFSignificantly reduce PDF file size by compressing and optimizing images and objects within the document.
Action
Convert Scanned PDF to Searchable PDFConverts a scanned PDF or image file into a text-searchable PDF.
Action
Custom API CallAllows the execution of a custom API call to the PDF.co API. This is intended for advanced users.
Action
Document ClassifierAnalyze the text of an input document using AI and return its class (such as: invoice, order, industry). This can utilize custom rules and is helpful for quickly identifying the origin of a document.
Action
Document ParserExtract data from invoices, reports, statements, and other documents using AI-based templates. This tool is beneficial for automating data extraction tasks and reducing manual workload.
Action
Get PDF InformationExtract information from a PDF document such as page count, page size, author, description, keywords and also any form field information.
Action
HTML to PDF ConverterConvert HTML or URL to PDF with advanced options (e.g. layout, orientation). Supports HTML templates (Handlebar and Mustache).
Action
PDF FillerAdd text, images, signatures to a PDF, fill PDF form fields, or create a new PDF from templates.
Action
PDF Find TableThis operation employs AI to scan a PDF document for tables, returning an array of found tables with coordinates and information about the detected columns.
Action
PDF MergerCombine multiple document formats into a single PDF. Supported formats include PDF, DOC, DOCX, XLS, JPG, PNG, and more.
Action
PDF Page ToolsTools to rotate and delete pages from your PDF files effectively.
Action
PDF SecurityAdd/Remove Password and Security Features to/from PDF file
Action
PDF to Anything ConverterConvert PDF to JPG, PNG, CSV, XML, JSON and other formats
Action
Search and Delete Found Text in PDFIdentify and remove specified text from a PDF document using text search or fixed-position coordinates
Action
Search and Replace Text in PDFLocate and replace specified text within a PDF document
Action
Search and Replace With Image in PDFSearch text inside PDF and replace with Image
Action
Search in PDFAllows you to search for specific text within PDF documents or scanned images.
Action
Split PDF Based on Barcode SearchThis operation segments a PDF document based on barcode search, creating new PDF files for each segment.
Action
Split PDF Based on Text SearchThis operation segments a PDF document based on text search (with OCR), creating new PDF files for each segment.
Action
Split PDF Into Multiple FilesThis operation allows you to split a PDF document into multiple new PDF files, using specific page numbers or page ranges.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.