Connect Clarra to Drop Cowboy

Both apps 71Clarra 46Drop Cowboy 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.

• Action
  Add list

  Creates a new, empty contact list in your Drop Cowboy account.

• Action
  Add note to contact

  Adds a note to a Drop Cowboy contact. The note can contain basic HTML.

• Action
  Add number to do-not-contact list

  Adds a phone number (and optionally an email) to the Drop Cowboy do-not-contact list and flags matching contacts as do-not-contact.

• Action
  Add tag

  Creates a new tag in your Drop Cowboy account that you can then apply to contacts.

• Action
  Add tag to contact

  Adds an existing tag to a contact and returns the contact's tags after the change.

• Action
  Add task

  Opens a new task for a contact in the Drop Cowboy shared inbox. New tasks start open and unread.

• Action
  Delete contact

  Deletes a contact. Returns the deleted contact with its deletion time set.

• Action
  Delete number from do-not-contact list

  Removes a phone number from the do-not-contact list, clears the do-not-contact flag on matching contacts, and returns the entry that was removed.

• Action
  Find contacts by phone or email

  Finds contacts whose phone number or email exactly matches the value you provide.

• Action
  Find numbers on do-not-contact list

  Checks phone numbers or email addresses against the do-not-contact list and returns which of them are listed, with the matching entries.

• Action
  Find or add contact

  Finds a contact by phone number (then email), or creates it if none matches, and returns its contact ID. Optionally adds the contact to a list.

• Action
  Get balance

  Returns your Drop Cowboy account balance in US dollars, including the amount reserved for sends in flight, the spendable amount, and your auto-recharge settings.

• Action
  Get campaign statistics

  Returns delivery totals for one campaign: sent, delivered, failed, pending and billable counts with their rates, plus email engagement counts for email campaigns.

• Action
  Get contact

  Returns one contact by id, including its field values, phone numbers, lists, tags, pinned notes, consent and do-not-contact flags. Fails if no contact has that id.

• Action
  List campaigns

  Returns the campaigns on your Drop Cowboy account, optionally narrowed by name, status or type.

• Action
  List contacts

  Returns the contacts on your account, optionally narrowed by list, search text, disposition, owner or brand.

• Action
  List lists

  Returns the contact lists in your Drop Cowboy account, each with its name, brand, owner and contact count. You can filter by name or brand and choose the sort order.

• Action
  List media files

  Returns the playable media files on your Drop Cowboy account, newest first, including whether each is approved for API sends.

• Action
  Send AI call

  Places one outbound call handled by a published AI agent to a phone number or contact. The call is queued and its outcome is reported later by Drop Cowboy.

• Action
  Send email

  Sends an email from one of your Drop Cowboy sending mailboxes to an email address or an existing contact.

• Action
  Send Mimic AI™ Voicemail

  Sends a ringless voicemail spoken from your text in a Mimic AI™ (text-to-speech or cloned) voice, to a phone number or an existing contact.

• Action
  Send SMS

  Sends a text message (SMS, MMS with media, or RCS with a template) to a phone number or an existing contact. The send is queued; its outcome arrives later on status webhooks.

• Action
  Send voice broadcast

  Queues a Press-1 voice broadcast call to one phone number or contact, playing one message to a live person and another to an answering machine. The outcome arrives later on the status webhook.

• Action
  Send Voicemail

  Queues a ringless voicemail to a phone number or contact, using an uploaded audio file or text to speech. Returns the queued message id; the delivery result arrives later on the status webhook.

• Action
  Update contact

  Updates an existing Drop Cowboy contact's standard and custom field values. Lists, tags, owner and disposition are changed with their own actions.

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