Connect Clarra and Cliengo

Both apps 67Clarra 46Cliengo 21

• 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.

• Trigger
  Cliente Nuevo/Actualizado - New/Updated Customer

  Triggers when a Cliengo contact (customer) is created or updated.

• Trigger
  Nuevo Cliente - New Customer

  Triggers when a new contact (customer) is created in Cliengo.

• Action
  Actualizar Cliente / Update Customer

  Updates an existing Cliengo contact's name, email, phone, status or assigned agent.

• Action
  Add conversation

  Creates a new conversation in the Cliengo inbox on a given channel for a visitor.

• Action
  Assign conversation to operator

  Assigns a conversation to an operator and returns the updated conversation.

• Action
  Buscar Agente / Search Agent

  Finds agents (users/operators) in your Cliengo account whose name or email matches the text you enter.

• Action
  Buscar Contacto / Search Customer

  Searches your Cliengo contacts by name, email, phone or other filters and returns the matching contacts.

• Action
  Close conversation

  Closes a Cliengo inbox conversation, recording whether it resulted in a lead.

• Action
  Crear Cliente / Create Customer

  Creates a new contact (customer) in Cliengo on the chosen channel.

• Action
  Delete contact

  Deletes a contact from your Cliengo account.

• Action
  Get contact

  Returns a single Cliengo contact (lead) by its id, including its status, rating, channel and campaign attribution.

• Action
  Get conversation

  Returns a single inbox conversation by its ID, including channel, status, assignment, phase, tags and participants.

• Action
  List channels

  Returns all active channels on the Cliengo account (websites, WhatsApp, Facebook, Instagram), each with its connection status and assigned chatbot.

• Action
  List conversation messages

  Returns the messages of a Cliengo conversation in chronological order, optionally including system command events.

• Action
  List phases

  Returns every phase (pipeline stage) of the conversation inbox, with its name and position.

• Action
  List tags

  Returns every operator tag defined in the Cliengo account, with its name and color.

• Action
  List users

  Returns the users (agents and operators) of your Cliengo company, with their name, email, role and active status.

• Action
  List WhatsApp templates

  Returns the WhatsApp message templates (approved, pending and rejected) of a WhatsApp channel.

• Action
  Send message

  Sends a message (text, image, command or note) into a Cliengo conversation on behalf of an operator, the chatbot or the visitor.

• Action
  Send WhatsApp template message

  Sends an approved WhatsApp template message to one or more recipients through a WhatsApp Business channel.

• Action
  Update conversation phase

  Moves a conversation to the chosen phase of your pipeline.

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