Connect Clarra to Botdog

Both apps 76Clarra 46Botdog 30

• 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.

• Action
  Add blacklist

  Creates a new blacklist (suppression list) in Botdog so leads on it are excluded from campaigns.

• Action
  Add campaign

  Creates a new outreach campaign in Botdog, optionally with a start and end date.

• Action
  Add Contact to a Campaign

  Adds one contact to a Botdog campaign by LinkedIn profile URL, with optional name, title, company, location and custom attributes for message personalization.

• Action
  Add leads to blacklist

  Adds up to 100 LinkedIn profiles to a Botdog blacklist so they are excluded from campaigns. Duplicates are skipped.

• Action
  Add leads to campaign

  Adds up to 100 leads to a Botdog campaign in one call, each identified by LinkedIn profile URL.

• Action
  Add leads to list

  Adds up to 100 LinkedIn profiles to a Botdog lead list. Duplicates are skipped.

• Action
  Add list

  Creates a new lead list in Botdog to hold LinkedIn profiles you want to group together.

• Action
  Add snippet

  Creates a reusable message snippet in Botdog — either a static text template or an LLM prompt — for use in campaign messages.

• Action
  Archive campaign

  Archives a Botdog campaign. It disappears from the active list immediately and finishes archiving in the background.

• Action
  Delete campaign

  Deletes a Botdog campaign. It disappears immediately and is removed in the background.

• Action
  Delete snippet

  Deletes one of your own message snippets in Botdog.

• Action
  Get campaign

  Returns one Botdog campaign by id, with its name, status, owner and schedule.

• Action
  Get campaign sequence

  Returns a campaign's sequence — its steps and the branch conditions between them — as configured in the Botdog editor.

• Action
  Get campaign statistics

  Returns a campaign's performance: invitations and messages sent, acceptances, replies, profile visits and the resulting rates.

• Action
  Get lead

  Returns one lead by id, including profile details, campaign status and the lead's full event history.

• Action
  Get list

  Returns one Botdog lead list by id, with its name and lead count.

• Action
  List campaign leads

  Returns the leads in a Botdog campaign, optionally filtered by their campaign status or whether they replied.

• Action
  List campaigns

  Returns the campaigns on the connected Botdog team, optionally filtered by status or owner.

• Action
  List leads

  Returns leads across the Botdog team, optionally narrowed to a campaign or list and filtered by reply, unread or skipped state.

• Action
  List leads in list

  Returns the leads in a Botdog lead list.

• Action
  List paused campaign activities

  Returns which activity types — profile visits, invitations, messages and so on — are currently paused for a Botdog campaign.

• Action
  List snippets

  Returns the message snippets visible to the connected Botdog user, both personal and team-shared.

• Action
  Pause campaign activities

  Pauses specific activity types — profile visits, invitations, messages — on a campaign without pausing the whole campaign.

• Action
  Remove leads from blacklist

  Removes leads from a Botdog blacklist, identified by lead id or LinkedIn profile URL.

• Action
  Remove leads from list

  Removes leads from a Botdog lead list, identified by lead id or LinkedIn profile URL.

• Action
  Resume campaign activities

  Resumes specific activity types on a Botdog campaign that were paused individually.

• Action
  Stop lead

  Stops a lead's campaign sequence so Botdog sends them nothing further. The lead record is kept.

• Action
  Update campaign

  Updates a Botdog campaign's name or schedule. Fields you leave blank keep their current values.

• Action
  Update lead

  Updates a lead's details in Botdog — name, company, status note and custom fields. Fields you leave blank keep their current values.

• Action
  Update snippet

  Updates a Botdog message snippet — its name, body, prompt, shortcut or archived state. Fields you leave blank keep their current values.

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