Connect Clarra and Commerce Layer

Both apps 87Clarra 46Commerce Layer 41

• 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
  New Attachment

  Triggers when a new Attachment is created.

• Trigger
  New Customer

  Triggers when a new Customer is created.

• Trigger
  New Customer Address Event

  Triggers when a customer address is created.

• Trigger
  New Customer Password Reset Event

  Triggers when a customer password reset is requested.

• Trigger
  New Customer Subscription Event

  Triggers when a given customer_subscription event (one of create or destroy) is fired.

• Trigger
  New Price

  Triggers when a new Price is created.

• Trigger
  New Price Import

  Fires when a new price import is created in Commerce Layer.

• Trigger
  New Price List

  Triggers when a new Price List is created.

• Trigger
  New Shipping Category

  Triggers when a Shipping Category is created.

• Trigger
  New SKU

  Triggers when a new SKU is created.

• Trigger
  New SKU Import

  Triggers when a new SKU import is created.

• Trigger
  New Stock Item Import

  Triggers when a new Stock Item import is created.

• Trigger
  New Stock Transfer Event

  Triggers when a given stock transfer event (one of create, upocoming, picking, in_transit, complete, cancel is fired).

• Action
  Add Customer Address

  Adds an existing address to a customer's address book.

• Action
  Add Customer Password Reset

  Requests a password reset for a customer, returning the reset token to send them.

• Action
  Add Customer Subscription

  Subscribes a customer email to a list, identified by a reference such as a newsletter id.

• Action
  Add Stock Transfer

  Moves a quantity of a SKU from one stock location to another.

• Action
  Balance Change Gift Card

  Change balance of a gift card.

• Action
  Create Address

  Creates a postal address that can be attached to customers, orders and stock locations.

• Action
  Create Attachment

  Creates a new Attachment.

• Action
  Create Customer

  Creates a new Customer.

• Action
  Create Gift Card

  Creates a new Gift Card.

• Action
  Create Price Import

  Creates a new Price Import.

• Action
  Create Price List

  Creates a new Price List.

• Action
  Create SKU

  Creates a new SKU.

• Action
  Find Attachment

  Finds a Attachment by name.

• Action
  Find Customer

  Finds a customer by id or reference.

• Action
  Find Gift Card

  Finds a gift card by id or reference.

• Action
  Find Price

  Finds a price by price list.

• Action
  Find Price Import

  Finds a Price Import by status.

• Action
  Find Price List

  Finds a Price List by name.

• Action
  Find Shipping Category

  Finds an Shipping Category by name.

• Action
  Find SKU

  Finds an SKU by code.

• Action
  Find SKU Import

  Finds an SKU Import by status.

• Action
  Find Stock Item Import

  Finds a Stock Item Import by status.

• Action
  Get Address

  Retrieves one address by id.

• Action
  Get Customer Address

  Retrieves one customer address link by id.

• Action
  Get Customer Password Reset

  Retrieves a customer password reset by id, returning customer_email, reset_password_token and reset_password_at.

• Action
  Get Customer Subscription

  Retrieves one customer subscription by id.

• Action
  Get Stock Transfer

  Retrieves one stock transfer by id.

• Action
  Update Customer Reference

  Update customer data setting external identifier.

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