Integration
Connect OnePageCRM to Harpoon
When something happens in OnePageCRM, your agent does the next thing in Harpoon. Describe it in plain language and the automation is built, tested on every branch and kept running.
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Triggers and actions 18 triggers · 56 actions
Trigger
Closed Sales CycleTriggered when a sales cycle is closed — a deal is marked won or lost.
- Completed Next Action
Triggered when a next action is marked done in OnePageCRM.
- New Call
Triggered when a phone call is logged in OnePageCRM.
- New Contact
Triggered when a new contact is created in OnePageCRM.
- New Deal
Triggered when a new deal is created in OnePageCRM.
- New Next Action
Triggered when a new next action is created in OnePageCRM.
- New Note
Triggered when a new note is added to a contact in OnePageCRM.
- Updated Contact
Triggered when a contact is created or changed in OnePageCRM.
- Updated Deal
Triggered when a deal is created or changed in OnePageCRM.
- Close Sales Cycle
Closes a deal in OnePageCRM by marking the sales cycle won or lost, with an optional close date and note.
- Create Call
Logs a phone call against a contact in OnePageCRM, with notes, the number dialed, the outcome and an optional recording link.
- Create Contact
Creates a contact in OnePageCRM, including your account's own custom fields.
- Create Deal
Creates a deal against a contact in OnePageCRM, with an amount, expected close date and notes.
- Create Next Action
Adds a next action (a to-do) against a contact in OnePageCRM, with an optional due date and assignee.
- Create Note
Adds a note to a contact's timeline in OnePageCRM.
- Find Contact
Finds a contact in OnePageCRM by email address, or by searching names and companies, and returns the first match plus every match.
- Find Deal
Finds a deal in OnePageCRM by contact, status or name, and returns the first match plus every match.
- Find User
Finds a user in your OnePageCRM account by email address or name, and returns the first match plus every match.
- Update Contact
Updates a contact in OnePageCRM, including your account's own custom fields. Anything you leave blank keeps its current value.
- Update Deal
Updates a deal in OnePageCRM. Anything you leave blank keeps its current value.
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.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.