Connect CallPage and Clarra

Both apps 73CallPage 27Clarra 46

• Trigger
  New Call

  Triggers when a new call request appears in your CallPage call history, with the visitor's phone, status and form fields.

• Action
  Add Users to Widget

  Adds users to a CallPage widget as managers.

• Action
  Call or Schedule

  Calls a visitor now, or schedules the call for the first free slot.

• Action
  Create Call

  Starts a CallPage call between a visitor's phone and the widget's available managers; schedules it if none are available.

• Action
  Create SMS Message

  Creates a custom SMS message for a CallPage widget.

• Action
  Create Voice Message

  Creates a custom voice message for a CallPage widget.

• Action
  Delete Manager

  Removes a manager from a CallPage widget.

• Action
  Delete User

  Deletes a CallPage user.

• Action
  Delete Widget

  Deletes a CallPage widget.

• Action
  Get Call

  Returns one CallPage call with its status, phone, visitor details and form fields.

• Action
  Get Manager

  Returns one manager of a CallPage widget.

• Action
  Get User

  Returns one CallPage user, looked up by user ID or email.

• Action
  Get Widget

  Returns one CallPage widget with its managers.

• Action
  List Calls

  Returns calls from the CallPage call history, optionally filtered by phone, widget URL or date range.

• Action
  List Managers

  Returns the managers of a CallPage widget.

• Action
  List SMS Messages

  Returns a CallPage widget's SMS messages.

• Action
  List Users

  Returns the users in the CallPage account.

• Action
  List Voice Messages

  Returns a CallPage widget's voice messages.

• Action
  List Widgets

  Returns the account's CallPage widgets.

• Action
  Reset SMS Message

  Resets a CallPage widget's SMS message (or all of them) to the default.

• Action
  Reset Voice Message

  Resets a CallPage widget's voice message (or all of them) to the default.

• Action
  Update Call Field

  Sets the value of a form field on a CallPage call.

• Action
  Update Manager

  Updates a CallPage widget manager's status or working hours.

• Action
  Update SMS Message

  Updates a CallPage widget's custom SMS message.

• Action
  Update User

  Updates a CallPage user's name, phone, email or role.

• Action
  Update Voice Message

  Updates a CallPage widget's custom voice message.

• Action
  Update Widget

  Updates a CallPage widget's site, description, language, status or settings.

• 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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