Connect Harpoon to Plumsail Documents

Both apps 77Harpoon 55Plumsail Documents 22

• 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.

• Action
  Add HTML Watermark to PDF

  Adds an HTML watermark to a PDF document and returns a link to the watermarked PDF.

• Action
  Add Image Watermark to PDF

  Adds an image watermark to every chosen page of a PDF and returns a download link to the watermarked PDF.

• Action
  Add PDF Watermark to PDF

  Overlays a page from another PDF as a watermark on a PDF document and returns a download link to the result.

• Action
  Add Text Watermark to PDF

  Adds a text watermark to a PDF and returns a download link to the watermarked file.

• Action
  Compress PDF

  Compresses and optimizes a PDF document to reduce its size, and returns a download link to the compressed PDF.

• Action
  Convert CSV to Excel File (XLSX)

  Converts a CSV file into an Excel workbook (XLSX) and returns a download link to the result.

• Action
  Convert DOC to DOCX

  Converts a legacy Word DOC document into a DOCX file and returns a download link to the result.

• Action
  Convert DOCX to PDF

  Converts a Word DOCX document to PDF and returns a download link to the PDF.

• Action
  Convert PPT to PPTX

  Converts a PowerPoint PPT presentation to PPTX format and returns a download link to the converted file.

• Action
  Convert PPTX to PDF

  Converts a PowerPoint PPTX presentation into a PDF file and returns a download link.

• Action
  Convert to PDF

  Converts a document from a public URL into a PDF file and returns a download link to the PDF.

• Action
  Convert XLS to XLSX

  Converts a legacy Excel XLS file into an XLSX workbook and returns a download link to the result.

• Action
  Convert XLSX to PDF

  Converts an Excel XLSX spreadsheet into a PDF file and returns a download link to the result.

• Action
  Fill in PDF Form

  Fills in the fields of a fillable PDF form with the data you provide and returns a download link to the completed PDF.

• Action
  Fill Merge Fields in DOCX Document

  Fills the merge fields of a Word DOCX document with your data and returns a download link to the filled document.

• Action
  Generate Document From DOCX Template

  Creates a document from a Word DOCX template filled with your data and returns a download link to the result.

• Action
  Generate Document From Fillable PDF

  Generates a PDF document by filling a fillable PDF template with your data and returns a download link to the result.

• Action
  Generate Document From PPTX Template

  Creates a document from a PowerPoint PPTX template filled with your data and returns a download link to the result.

• Action
  Generate Document From XLSX Template

  Creates a document from an Excel XLSX template filled with your data and returns a download link to the result.

• Action
  Merge Any Files Into PDF

  Converts multiple files (documents, images, PDFs) and merges them into a single PDF, returning a download link.

• Action
  Merge DOCX Files

  Merges several Word (DOCX) documents into a single DOCX file and returns a download link to the result.

• Action
  Protect PDF

  Adds passwords and printing, editing, copying and annotation restrictions to a PDF file, and returns a link to the protected PDF.

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