Connect Clarra and Commonsku

Both apps 71Clarra 46Commonsku 25

• 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 client

  Triggers when a new client is added in commonsku.

• Trigger
  New invoice

  Triggers when a new invoice is created in commonsku.

• Trigger
  Sales Order Status Change

  Triggers when a sales order reaches a new status, such as Client Approved, In Production or Shipped. Each newly created sales order also fires once with its first status.

• Action
  Add client

  Creates a new client in commonsku.

• Action
  Add client address

  Creates a new address in a client's address book and returns the created address.

• Action
  Add client contact

  Creates a contact for a commonsku client and returns the new contact.

• Action
  Add project

  Creates a new project for an existing client in commonsku.

• Action
  Add tag

  Creates a tag in your commonsku company, or returns the existing tag if one with the same label already exists.

• Action
  Delete client

  Deletes a client from commonsku by ID, along with all of its contacts and addresses, and returns the deleted client.

• Action
  Find products by keyword

  Returns the products whose name, supplier code or tag match a keyword, optionally narrowed by supplier, division, tag, owner or net price.

• Action
  Get client

  Returns the details of a single Commonsku client, including its terms, industry, status and tags. An error occurs if the client is not found.

• Action
  Get invoice

  Returns a single invoice, including its customer, billing and shipping details, line items and totals. An error occurs if the invoice is not found.

• Action
  Get product

  Returns the full details of a single product by its ID, including its colors, sizes, imprints, images, SKUs, costs and prices. An error occurs if the product is not found.

• Action
  Get project

  Returns the details of a single commonsku project by its ID.

• Action
  List client contacts

  Returns the contacts associated with a commonsku client, including names, email, department and phone numbers.

• Action
  List clients

  Returns the clients in your commonsku account, optionally filtered by customer number, client name, credit hold status or last-updated date.

• Action
  List invoices

  Returns invoices in your commonsku account, optionally filtered by status, customer, numbers or dates.

• Action
  List products

  Returns products in your commonsku account, optionally filtered by keyword, supplier, division, tag or price, or by a special mode such as popular or recently used products.

• Action
  List projects

  Returns the projects in your commonsku account, optionally filtered by client, dates or project number.

• Action
  List purchase orders

  Returns the purchase orders in your commonsku account, optionally filtered by status, client, order numbers, dates or tracking number.

• Action
  List sales orders

  Returns the sales orders in your commonsku account, optionally filtered by status, client, numbers and date ranges.

• Action
  List tags

  Returns the tags defined in your commonsku company, optionally limited to one record, one record type, or a label search.

• Action
  Update client

  Updates an existing commonsku client's name, payment terms, industry, rep, website, status, credit hold and tags.

• Action
  Update contact

  Updates an existing client contact's name, email or department in commonsku.

• Action
  Update product

  Updates an existing product in commonsku. Only the fields you fill in are changed.

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