Connect Harpoon and Smartsheet

Both apps 77Harpoon 55Smartsheet 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.

• Trigger
  New row

  Triggered when a new row is added to the specified sheet. Polls rows modified since the last check and emits new ones.

• Trigger
  New sheet

  Triggered when a new sheet is created. Polls the list of sheets and emits newly seen ones.

• Trigger
  Updated row

  Triggered when any row is updated in the specified sheet. Polls rows modified since the last check and emits updated ones.

• Action
  Add column

  /sheets/{sheetId}/columns - add columns to a sheet.

• Action
  Add comment

  /sheets/{sheetId}/discussions/{discussionId}/comments - add a comment to a discussion.

• Action
  Add folder

  /folders/{folderId}/folders or /home/folders - create a folder.

• Action
  Add row

  Adds a new row to the specified sheet. Provide cells as an array of {columnId, value}. Set location to Top or Bottom.

• Action
  Add sheet

  /sheets - create a sheet with columns.

• Action
  Copy row to another sheet

  Copies a row from one sheet to another sheet. The placement of the cells in the destination sheet is determined by Smartsheet's logic.

• Action
  Copy sheet

  /sheets/{sheetId}/copy - copy a sheet to a folder/workspace.

• Action
  Delete row

  Deletes a row from a sheet given its Row ID.

• Action
  Delete row if deal does not exist in ActiveCampaign (Cisco)

  Compares deals from ActiveCampaign with the Smartsheet 'ActiveCampaign Deal ID' column. Deletes rows whose deal ID is not present in the supplied list of existing ActiveCampaign deal IDs. Built from intent against Smartsheet API 2.0.

• Action
  Find rows

  Searches for rows in a specified sheet containing the specified value (in any column). Returns zero or more row IDs. Use the 'Get row' action within a Loop to fetch each row's contents.

• Action
  Find rows by column value

  Searches for rows in a specified sheet having the specified value in a specified column. Zero, one, or multiple row IDs may be returned.

• Action
  Find sheets by keyword

  Returns the sheets that match the specified keyword.

• Action
  Find single row

  Searches for a single row in a specified sheet matching the specified value (in any column). If zero or multiple rows are found, an error occurs.

• Action
  Find single row by column value

  Searches for a single row in a specified sheet having the specified value in a specified column. If zero or multiple rows are found, an error occurs.

• Action
  Get row

  Returns the column data for the specified row. An error occurs if the row is not found.

• Action
  Get sheet

  Fetches a sheet by ID, including its columns and rows. An error occurs if the sheet is not found.

• Action
  Move row to another sheet

  Moves a row from one sheet to another sheet. The placement of the cells in the destination sheet is determined by Smartsheet's logic.

• Action
  Update row

  Updates a row in a specified sheet. Provide the Row ID and cells as an array of {columnId, value}.

• Action
  Update sheet

  /sheets/{sheetId} - update sheet properties (name, project settings).

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