Connect Aura and Clarra

Both apps 85Aura 39Clarra 46

• Trigger
  New Call

  Triggers when a new call is booked in Aura.

• Trigger
  New Lead

  Triggers when a new lead is added in Aura.

• Trigger
  New Payment

  Triggers when a new payment is recorded in Aura.

• Action
  Add Lead Note

  Adds a note to an Aura lead.

• Action
  Archive Lead

  Archives an Aura lead.

• Action
  Cancel Call

  Cancels a booked Aura call.

• Action
  Create Lead

  Creates a new lead in Aura.

• Action
  Get Call

  Returns one Aura call by its ID.

• Action
  Get Call Analysis

  Returns the AI analysis of an Aura call.

• Action
  Get Call Form Answers

  Returns the booking-form answers submitted for an Aura call.

• Action
  Get Dashboard Analytics

  Returns Aura's dashboard analytics.

• Action
  Get Lead

  Returns one Aura lead by its ID.

• Action
  Get Opportunity

  Returns one Aura opportunity by its ID.

• Action
  Get Payment

  Returns one Aura payment by its ID.

• Action
  Get Product

  Returns one Aura product by its ID.

• Action
  Get Revenue Analytics

  Returns Aura revenue grouped by currency.

• Action
  Get Scheduler

  Returns one Aura scheduler by its ID.

• Action
  Get Scheduler Availability

  Returns the bookable time slots of an Aura scheduler.

• Action
  Get Scheduler Fields

  Returns the booking-form fields of an Aura scheduler.

• Action
  Get Team Member

  Returns one Aura team member by its ID.

• Action
  Get Team Performance

  Returns a performance summary for the Aura team.

• Action
  List Calls

  Returns a page of Aura calls, optionally filtered.

• Action
  List Lead Notes

  Returns the notes on an Aura lead.

• Action
  List Leads

  Returns a page of Aura leads, optionally filtered by status or pipeline stage.

• Action
  List Opportunities

  Returns a page of Aura opportunities.

• Action
  List Payments

  Returns a page of payments recorded in Aura.

• Action
  List Products

  Returns the products in the Aura account.

• Action
  List Schedulers

  Returns the schedulers (booking links) in the Aura account.

• Action
  List Team Members

  Returns the team members in the Aura account.

• Action
  Qualify Lead

  Checks whether a lead would qualify for a scheduler and returns the result.

• Action
  Reassign Call Closer

  Moves a booked Aura call to a different closer.

• Action
  Record Payment

  Records a payment in Aura.

• Action
  Reschedule Call

  Moves a booked Aura call to a new time.

• Action
  Send Test Webhook

  Sends a test event to an Aura webhook subscription and returns how its endpoint responded.

• Action
  Set Call Outcome

  Records the outcome of an Aura call (for example won, lost or no-show).

• Action
  Update Call

  Updates an existing Aura call.

• Action
  Update Lead

  Updates an existing Aura lead's details.

• Action
  Update Payment

  Updates a payment recorded in Aura.

• Action
  Verify Payment

  Marks an Aura payment as verified.

• Trigger
  Expense Forecast Updated

  Triggers when an expense forecast is updated in Clarra.

• Trigger
  New Expense Forecast

  Triggers when a new expense forecast is added in Clarra.

• Trigger
  New Individual Contact

  Triggers when a new individual contact is created in Clarra.

• Trigger
  New Payment

  Triggers when a new payment is added in Clarra.

• Trigger
  New Plaintiff

  Triggers when a new plaintiff is added in Clarra.

• Trigger
  New Recovery Distibution

  Triggers when a new recovery distribution is added in Clarra.

• Trigger
  New Recovery Phase

  Triggers when a new recovery phase is added in Clarra.

• Trigger
  New Recovery Transaction

  Triggers when a new recovery transaction is added in Clarra.

• Trigger
  New Timeslip

  Triggers when a new timeslip is created in Clarra.

• Trigger
  Payment Updated

  Triggers when a payment is updated in Clarra.

• Trigger
  Recovery Distibution Updated

  Triggers when a recovery distribution is updated in Clarra.

• Trigger
  Recovery Party

  Triggers when a new recovery party is added in Clarra.

• Trigger
  Recovery Transaction Updated

  Triggers when a recovery transaction is updated in Clarra.

• Trigger
  Revenue Forecast Updated

  Triggers when a revenue forecast is updated in Clarra.

• Action
  Create Account

  Creates a new accounting Account in Clarra, with its owner, type, balance and billing and primary contact details.

• Action
  Create ClarraDocs Item

  Creates a ClarraDocs item (a document record with optional attached file) on a matter in Clarra.

• Action
  Create Company Contact

  Creates a company contact in Clarra with its name, website, email and phone.

• Action
  Create Event

  Creates a calendar event in Clarra, optionally on a matter.

• Action
  Create Expense

  Creates a new expense in Clarra, with its amount, date, vendor, accounting codes and matter splits.

• Action
  Create Expense Forecast

  Creates an expense forecast in Clarra, optionally linked to a matter, vendor, expense category and code.

• Action
  Create Individual Contact

  Creates an individual contact in Clarra with name, company, title, email and phone.

• Action
  Create Invoice by Client

  Generates an invoice for a client in Clarra, billing that client's timeslips, expenses and revenue forecasts within a date range.

• Action
  Create Matter

  Creates a matter in Clarra with its name, number, status, type and court details.

• Action
  Create Payment

  Creates a payment in Clarra, recording the amount, date, payor and payee accounts, method and status, and optionally applying it to invoices, expenses or matters.

• Action
  Create Plaintiff Note

  Creates a new note on a plaintiff in Clarra.

• Action
  Create Recovery Distibution

  Creates a recovery distribution on a recovery transaction in Clarra, recording the payee, amount and dates.

• Action
  Create Recovery Party

  Creates a recovery party on a Clarra matter, linking a contact with a recovery party type and fee/cost amounts.

• Action
  Create Recovery Phase

  Creates a recovery phase on a matter in Clarra, with its phase type, party, amount, date and notes.

• Action
  Create Recovery Transaction

  Creates a recovery transaction on a Clarra matter, recording the paying and receiving parties, amount and dates.

• Action
  Create Timeslip

  Creates a timeslip (time entry) in Clarra, optionally on a matter.

• Action
  Find Communications Log

  Searches communication logs (emails, texts, calls) by subject, sender, recipient, matter, date range and other criteria, returning the matching logs.

• Action
  Find Expense

  Searches expenses in Clarra by expense number, description, matter, vendor or other criteria and returns the matching expenses.

• Action
  Find Expense Forecast

  Finds expense forecasts matching a matter, vendor, date, amount, category or other filters. Returns up to 100 matches.

• Action
  Find Recovery Phase

  Finds recovery phases matching the given ID, phase type, matter, party, amount, date or notes.

• Action
  Find Revenue Forecast

  Searches revenue forecasts in Clarra by matter, payor, payee, amount, dates and other filters, returning up to 100 matches.

• Action
  Find Timeslip

  Finds timeslips matching the criteria you give, such as timeslip ID, timekeeper, matter, date or description.

• Action
  Update Account

  Updates an existing account in Clarra, changing only the details you fill in.

• Action
  Update Expense

  Updates an existing expense in Clarra. Only the fields you fill in are changed.

• Action
  Update Invoice

  Updates an existing invoice in Clarra, such as its number, dates, terms, status, billed contact, accounts, notes and line items.

• Action
  Update Payment

  Updates an existing payment in Clarra, such as its amount, date, status, method, accounts or notes.

• Action
  Update Plaintiff Note

  Updates an existing plaintiff note in Clarra, such as its text, date, activity code or task code.

• Action
  Update Plaintiff Profile

  Updates an existing plaintiff's profile in Clarra, including contact details, address, linked matters and contacts, custom fields and profile form answers.

• Action
  Update Recovery Party

  Updates an existing recovery party in Clarra, including its contact, party type, fees and costs.

• Action
  Update Recovery Phase

  Updates an existing recovery phase in Clarra, such as its type, party, amount, date or notes.

• Action
  Update Recovery Transaction

  Updates an existing recovery transaction in Clarra, such as its amount, dates, paying and receiving parties, or notes.

• Action
  Update Timeslip

  Updates an existing timeslip in Clarra, such as its date, duration, timekeeper, billing details, matter or notes.

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