Connect Clarra and Earth Class Mail

Both apps 78Clarra 46Earth Class Mail 32

• 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 Scan Completed

  Triggers when a mail piece in the inbox has been opened and scanned.

• Action
  Add Tags to Piece

  Adds tags to a mail piece, keeping its existing tags.

• Action
  Archive Piece

  Archives a mail piece, hiding it from the default inbox view.

• Action
  Cancel Check Deposit

  Cancels a check deposit request the mailroom has not acted on yet.

• Action
  Cancel Piece Shredding

  Cancels a pending shred request for a mail piece.

• Action
  Create Shipment

  Creates a shipment of mail pieces using a rate from Get Shipping Rates.

• Action
  Create Tag

  Creates a tag in an inbox.

• Action
  Delete Tag

  Deletes a tag from an inbox.

• Action
  Email Scan

  Emails a scan's PDF to one or more email addresses.

• Action
  Get Bulk Piece Media

  Returns envelope images and content scans for several mail pieces at once.

• Action
  Get Current User

  Returns the Virtual Mail user the API key belongs to, including the user ID other operations need.

• Action
  Get Piece

  Returns one mail piece's details, including sender, recipient and attributes.

• Action
  Get Piece Media

  Returns a mail piece's envelope images and content scans, with download URLs.

• Action
  Get Piece Scans

  Lists the scans of a mail piece, with status and page counts.

• Action
  Get Piece Shredding

  Returns the pending or completed shred request for a mail piece.

• Action
  Get Shipping Rates

  Returns live shipping rates for sending mail pieces to a shipping address.

• Action
  Get User

  Returns one Virtual Mail user's details.

• Action
  List Check Deposit Bank Accounts

  Lists the bank accounts an inbox's checks can be deposited to.

• Action
  List Check Deposit Requests

  Lists the check deposit requests for an inbox.

• Action
  List Inboxes

  Lists the mail inboxes a user can access, with piece counts.

• Action
  List Inbox Pieces

  Lists the mail pieces in an inbox, with optional filters.

• Action
  List Inbox Tags

  Lists the tags defined for an inbox.

• Action
  List Piece Check Deposit Requests

  Lists the check deposit requests for one mail piece.

• Action
  List Shipments

  Lists the shipments for an inbox.

• Action
  List Shipping Addresses

  Lists the shipping addresses saved for an inbox.

• Action
  List User Accounts

  Lists the Virtual Mail accounts a user belongs to.

• Action
  List User Recipients

  Lists the mail recipients a user has across their inboxes.

• Action
  Remove Tag from Piece

  Removes one tag from a mail piece.

• Action
  Request Check Deposit

  Requests a deposit of the checks in a mail piece to one of the inbox's bank accounts.

• Action
  Request Piece Shredding

  Requests that a mail piece be shredded, optionally deleting its scans.

• Action
  Unarchive Piece

  Restores an archived mail piece to the default inbox view.

• Action
  Update Tag

  Renames a tag in an inbox.

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