Connect Clarra and Confluence Cloud

Both apps 91Clarra 46Confluence Cloud 45

• 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 Blog Post

  Triggers when a new blog post is published in your Confluence site, optionally limited to specific spaces.

• Trigger
  New Footer Comment

  Triggers when a new footer comment is added to any page, blog post or attachment on the Confluence site.

• Trigger
  New or Updated Page

  Triggers when a page is created or edited in your Confluence site.

• Trigger
  New Page

  Triggers when a new page is created in Confluence.

• Trigger
  New Page or Blog Post

  Triggers when a new page or blog post is created in your Confluence site.

• Trigger
  New Space

  Triggers when a new space is created on the selected Confluence site.

• Trigger
  New Task

  Triggers when a new task is added to a Confluence page or blog post.

• Trigger
  Updated Page

  Triggers when an existing Confluence page is edited (a new version is saved).

• Action
  Add Label to Content

  Adds a label to a Confluence page, blog post or attachment and returns the content's labels.

• Action
  Create Blog Post

  Creates a new blog post in a Confluence space, published or as a draft.

• Action
  Create Folder

  Creates a folder in a Confluence space, optionally under a parent page or folder.

• Action
  Create Footer Comment

  Adds a footer comment to a Confluence page, blog post, attachment or custom content, or posts a reply to an existing footer comment.

• Action
  Create Page

  Creates a page in a Confluence space, published or as a draft, optionally under a parent page.

• Action
  Create Page or Blog Post

  Creates a new page or blog post in a Confluence space.

• Action
  Create Space

  Creates a new Confluence space with a name and key or alias, optionally private or from a template.

• Action
  Delete Attachment

  Deletes an attachment, moving it to the trash, or permanently purges an attachment already in the trash.

• Action
  Delete Blog Post

  Deletes a Confluence blog post, moving it to the trash, or permanently purges a trashed blog post or discards a draft.

• Action
  Delete Folder

  Deletes a folder in Confluence, moving it to the space's trash.

• Action
  Delete Footer Comment

  Permanently deletes a footer comment from a Confluence page or blog post.

• Action
  Delete Inline Comment

  Permanently deletes an inline comment from a Confluence page or blog post.

• Action
  Delete Page

  Deletes a Confluence page, moving it to the trash, or permanently purges a page that is already in the trash.

• Action
  Get Attachment

  Returns a Confluence attachment's details, including its file name, media type, size, container and download link.

• Action
  Get Blog Post

  Returns a Confluence blog post by its ID, optionally with its body content, labels, properties, likes and versions.

• Action
  Get Folder

  Returns a Confluence folder by its ID, including its title, space, parent and version details.

• Action
  Get Footer Comment

  Returns a footer comment on a Confluence page, blog post or attachment by its ID, including its body, status and version.

• Action
  Get Inline Comment

  Returns an inline comment on a Confluence page or blog post, including its body, resolution status, highlighted text and version.

• Action
  Get Page

  Returns a Confluence page by its ID, optionally with its body, labels, properties, versions and other details.

• Action
  Get Space

  Returns a Confluence space by its ID, including its key, name, type, status, homepage and any requested extras such as labels, properties or permissions.

• Action
  Get Task

  Returns a Confluence task by its ID, including its status, assignee, due date and the page or blog post it belongs to.

• Action
  List Blog Posts

  Returns blog posts across the Confluence site, optionally filtered by space, ID, title or status.

• Action
  List Child Pages

  Returns the child pages directly under a Confluence page, with each child's title, status, space and position.

• Action
  List Page Attachments

  Returns the attachments on a Confluence page, optionally filtered by status, media type or file name.

• Action
  List Page Footer Comments

  Returns the top-level footer comments on a Confluence page.

• Action
  List Page Labels

  Returns the labels on a Confluence page, with each label's ID, name and prefix.

• Action
  List Pages

  Returns pages from a Confluence site, optionally filtered by page IDs, spaces, title, status or subtype.

• Action
  List Spaces

  Returns the Confluence spaces you can view, optionally filtered by ID, key, type, status or label.

• Action
  List Tasks

  Returns the tasks in a Confluence site, optionally filtered by status, space, page, blog post, people and dates.

• Action
  Remove Label from Content

  Removes a label from a Confluence page, blog post or attachment.

• Action
  Search Content

  Searches Confluence content (pages, blog posts, attachments, comments and more) using a Confluence Query Language (CQL) query and returns the matching results.

• Action
  Search for Page or Blog Post

  Searches a Confluence site for pages and blog posts whose title matches the words you give, optionally within one space.

• Action
  Update Blog Post

  Updates an existing Confluence blog post's title, content or status, creating a new version.

• Action
  Update Footer Comment

  Updates the text of an existing footer comment on a Confluence page, blog post or attachment.

• Action
  Update Inline Comment

  Updates the text of an inline comment on a Confluence page or blog post, and can resolve or reopen it.

• Action
  Update Page

  Updates an existing Confluence page's title, content, status, parent or owner, saving it as a new version.

• Action
  Upload Attachment

  Uploads a file as a new attachment on a Confluence page or blog post.

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