Connect Harpoon to Recruit CRM

Both apps 139Harpoon 55Recruit CRM 84

• 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 Call Log

  Add a new call log.

• Action
  Add Candidate

  Add a new Candidate.

• Action
  Add Company

  Add a new Company.

• Action
  Add Contact

  Add a new contact.

• Action
  Add Deal

  Add a new deal.

• Action
  Add Hotlist

  Add a new hotlist.

• Action
  Add Invoice

  Add a new invoice.

• Action
  Add Job

  Add a new job.

• Action
  Add Meeting

  Add a new Meeting.

• Action
  Add Note

  Add a new note.

• Action
  Add Task

  Add a new Task.

• Action
  Add to Hotlist

  Adds new record to a hotlist.

• Action
  Apply Candidate to Job

  Applies a candidate to a job.

• Action
  Assign Candidate

  Assign a candidate to a job.

• Action
  Candidate Email Opt Out

  Opt-in or Opt-out candidate from email

• Action
  Contact Email Opt Out

  Opt-in or Opt-out contact from email

• Action
  Delete Call Log

  Deletes a call log by ID.

• Action
  Delete Candidate

  Deletes a candidate by slug.

• Action
  Delete Company

  Deletes a company by slug.

• Action
  Delete Contact

  Deletes a contact by slug.

• Action
  Delete Deal

  Deletes a deal by slug.

• Action
  Delete Hotlist

  Deletes a hotlist by ID.

• Action
  Delete Invoice

  Deletes an invoice by ID.

• Action
  Delete Job

  Deletes a job by slug.

• Action
  Delete Meeting

  Deletes a meeting by ID.

• Action
  Delete Note

  Deletes a note by ID.

• Action
  Delete Placement

  Deletes a placement by ID.

• Action
  Delete Task

  Deletes a task by ID.

• Action
  Enroll Candidate in Sequence

  Enroll Candidate in Sequence

• Action
  Enroll Contact in Sequence

  Enroll Contact in Sequence

• Action
  Find Call Logs

  Finds a call log based on related entity, call date and call updated date.

• Action
  Find Candidates

  Finds a candidates based on first name, last name, email, Linkedin profile, contact number, state, country, candidate created date, candidate updated date, owner id, owner name and owner email.

• Action
  Find Companies

  Finds a company based on company name, company created date, company updated date owner id, owner name and owner email.

• Action
  Find Contacts

  Finds a contact based on first name, last name, email, Linkedin , contact number, companyslug, contact created date, contact updated date, owner id, owner name, owner email.

• Action
  Find Deals

  Finds a deal based on deal name, deal stage, company name, company slug, contact name, contact slug, candidate name, candidate slug, job name, job slug, owner name, deal closing date, deal added date, deal updated date, owner id and owner email.

• Action
  Find Enrollment Details

  Finds an enrollment based on enrollment ID, sequence ID, prospect slug, enrollment status

• Action
  Find Hotlists

  Finds a hotlist based on related entity, hotlist name and hotlist shared status.

• Action
  Find Invoices

  Finds invoices by issue date, due date, invoice ID, status, created by, and associated entity slugs (contact, candidate, job, deal, company).

• Action
  Find Jobs

  Finds a job based on job title, company name, job created date, job updated date, owner id, owner name and owner email.

• Action
  Find Meetings

  Finds a meeting based on meeting title, related entity, meeting date, meeting created date, meeting updated date, owner id, owner name and owner email.

• Action
  Find Notes

  Finds a note based on related entity, note added date and note updated date.

• Action
  Find Placements

  Find placements by Placement ID, candidate, company, job, deal, contact, created date range, or created by user.

• Action
  Find Tasks

  Finds a task based on task title, related entity, task date, task created date, task updated date, owner id, owner name and owner email.

• Action
  Get Call Log

  Returns one call log by ID.

• Action
  Get Candidate

  Returns one candidate by slug.

• Action
  Get Company

  Returns one company by slug.

• Action
  Get Contact

  Returns one contact by slug.

• Action
  Get Deal

  Returns one deal by slug.

• Action
  Get Hotlist

  Returns one hotlist by ID.

• Action
  Get Invoice by ID

  Gets a single invoice by ID.

• Action
  Get Job

  Returns one job by slug.

• Action
  Get Meeting

  Returns one meeting by ID.

• Action
  Get Note

  Returns one note by ID.

• Action
  Get Placement

  Returns one placement by ID.

• Action
  Get Task

  Returns one task by ID.

• Action
  List Users

  Returns all users in the Recruit CRM account.

• Action
  Mark Candidates as Available

  Mark Candidates as Available

• Action
  Mark Candidates as Off Limit

  Mark Candidates as Off Limit with reason

• Action
  Mark Companies as Available

  Mark Companies as Available

• Action
  Mark Companies as Off Limit

  Mark Companies as Off Limit with reason

• Action
  Mark Contacts as Available

  Mark Contacts as Available

• Action
  Mark Contacts as Off Limit

  Mark Contacts as Off Limit with reason

• Action
  Pitch Candidate to Contact

  Pitches a candidate to a contact.

• Action
  Remove from Hotlist

  Removes records from a hotlist.

• Action
  Unassign Candidate

  unassign a candidate from the job.

• Action
  Unenroll Candidate From Sequence

  Unenroll Candidate From Sequence

• Action
  Unenroll Contact From Sequence

  Unenroll Contact From Sequence

• Action
  Update Call Log

  Updates a call log.

• Action
  Update Candidate

  Updates a candidate.

• Action
  Update Candidate Hiring Stage

  Update the candidate's hiring stage for a job. Optionally enable 'Create Placement' to also create a placement for this candidate-job.

• Action
  Update Candidate Name

  Updates a candidate's first and last name in Recruit CRM.

• Action
  Update Candidate Visibility

  Update the candidate's visibility in a job.

• Action
  Update Company

  Updates a company.

• Action
  Update Contact

  Updates a contact.

• Action
  Update Deal

  Updates a deal.

• Action
  Update Hotlist

  Updates a hotlist.

• Action
  Update Invoice

  Updates an existing invoice.

• Action
  Update Job

  Updates a job.

• Action
  Update Meeting

  Updates a meeting.

• Action
  Update Note

  Updates a note.

• Action
  Update Pitch Stage

  Updates the pitch stage of a candidate pitched to a contact.

• Action
  Update Placement

  Updates an existing placement.

• Action
  Update Task

  Updates a task.

• Action
  Upload File to Files Section

  Uploads file to file section of an entity

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