Connect Clarra and Commerce Tools

Both apps 69Clarra 46Commerce Tools 23

• 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 customer

  Triggers when a new customer is created in your commercetools project.

• Trigger
  New order

  Triggers when a new order is created in the commercetools project.

• Action
  Add cart

  Creates a new shopping cart in your commercetools project, optionally with line items, customer, addresses and discount codes.

• Action
  Add category

  Creates a category in your commercetools project for organizing products.

• Action
  Add customer

  Creates a customer in your commercetools project and returns the new customer record.

• Action
  Add order from cart

  Creates an order from an existing cart, optionally setting its order number and initial order, payment and shipment states.

• Action
  Add product

  Creates a product in your commercetools project with its product type, name, slug and optional variants, prices, categories and attributes.

• Action
  Delete customer

  Deletes a customer, optionally erasing all of their related personal data. Returns the deleted customer.

• Action
  Delete product

  Deletes a product from the catalog and returns the product as it was when deleted.

• Action
  Find categories

  Finds categories in your commercetools project that match a filter, such as a key, slug or name.

• Action
  Find customers

  Finds customers matching a filter condition, such as an email address or last name.

• Action
  Find inventory entries

  Returns the inventory entries (stock quantities per SKU and supply channel) that match a filter.

• Action
  Find orders

  Finds orders in the commercetools project that match a filter condition.

• Action
  Find products

  Finds products in your commercetools project that match a filter condition, such as a product key or name.

• Action
  Get cart

  Returns a cart by its id, including its line items, totals, addresses and state.

• Action
  Get customer

  Returns a single customer by its id, including addresses and custom fields.

• Action
  Get order

  Returns an order by its id, including line items, totals, state and custom fields.

• Action
  Get product

  Returns a product by its id, including its current and staged data, variants and prices.

• Action
  Update cart

  Updates a cart by applying one or more update actions, such as adding line items or setting the shipping address, and returns the updated cart.

• Action
  Update customer

  Applies one or more update actions to an existing customer, such as changing their email, name or addresses, and returns the updated customer.

• Action
  Update inventory entry

  Updates an inventory entry, for example adding, removing or setting its stock quantity, and returns the updated entry.

• Action
  Update order

  Updates an order by applying one or more update actions, such as changing its order, shipment or payment state.

• Action
  Update product

  Updates a product by applying one or more update actions, and returns the updated product.

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