Connect Clarra to Everfit

Both apps 84Clarra 46Everfit 38

• 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 Clients to Recipe Book

  Gives one or more clients access to a recipe book. Returns which clients were added and which were rejected, with the reason.

• Action
  Archive Client

  Archives a client so they no longer count toward your subscription. You choose which of the client's assigned content to keep.

• Action
  Assign Clients to Autoflow

  Assigns one or more clients to an autoflow. Returns which clients were assigned and which were rejected, with the reason.

• Action
  Assign Clients to Onboarding Flow

  Assigns one or more clients to an onboarding flow. Returns which clients were assigned and which were rejected, with the reason.

• Action
  Assign Client to Group

  Adds a client to a client group.

• Action
  Assign Client to Program

  Assigns a library program to one or more clients, syncing its workouts to their training calendars. Returns the program instances created.

• Action
  Assign Client to Resource Collection

  Gives one or more clients access to a resource collection on their on-demand screen.

• Action
  Assign Client to Studio Program

  Gives a client access to a studio program, which they can start any time.

• Action
  Assign Client to Workout Collection

  Gives a client access to an on-demand workout collection.

• Action
  Get Assigned Client List of Resource Collection

  Returns the clients assigned to a resource collection.

• Action
  Get Assigned Program of Client

  Returns the programs assigned to a client, including each program instance ID needed to unassign it.

• Action
  Get Assigned Studio Program List of Client

  Returns the studio programs assigned to a client, one page at a time.

• Action
  Get Assigned Workout Collection List of Client

  Returns the on-demand workout collections assigned to a client, one page at a time.

• Action
  Get Autoflow List

  Returns the autoflows in your Everfit library, with their type, length and client counts.

• Action
  Get Clients by Emails

  Returns client details (ID, name, email, archived status, trainer) for a list of email addresses.

• Action
  Get Client's Detailed Information

  Returns a client's details: name, email, archived status and trainer name.

• Action
  Get Client's ID

  Returns the ID of the client with the given email address.

• Action
  Get Client's Last Activity

  Returns the date and time of a client's last activity in Everfit.

• Action
  Get Coach ID by Email

  Returns the ID of the coach in your workspace with the given email address.

• Action
  Get Forum List

  Returns the community forums in your Everfit workspace.

• Action
  Get Group List

  Returns the client groups in your Everfit workspace, with each group's ID and name.

• Action
  Get Participant List of Forum

  Returns the members of a community forum.

• Action
  Get Program List

  Returns the programs in your Everfit library.

• Action
  Get Resource Collection List

  Returns the resource collections in your Everfit workspace, one page at a time.

• Action
  Get Studio Program List

  Returns the studio programs in your Everfit workspace, one page at a time, optionally only published ones.

• Action
  Get Workout Collection List

  Returns the on-demand workout collections in your Everfit workspace, one page at a time.

• Action
  Invite New Client

  Adds a new client to your Everfit workspace under a coach, optionally emailing them an invitation. Returns the new client and their invitation link.

• Action
  Register Client by Public Invite Link

  Registers a client account in your workspace with a password and assigns them to a coach. Returns the new client.

• Action
  Remove Clients From Recipe Book

  Removes one or more clients' access to a recipe book. Returns which clients were removed and which were rejected, with the reason.

• Action
  Search Client by Email

  Finds every client matching an email address and returns each one's ID and name.

• Action
  Unarchive Client

  Reactivates an archived client so they can resume training.

• Action
  Unassign Client From Autoflow

  Removes one or more clients from an autoflow, along with the autoflow's assigned content. Returns which clients were removed and which were rejected.

• Action
  Unassign Client From Group

  Removes a client from a client group.

• Action
  Unassign Client From List of Program

  Unassigns several assigned programs at once; their workouts from today onward are removed from the clients' calendars. Use Get Assigned Program of Client for the instance IDs.

• Action
  Unassign Client From Program

  Unassigns one assigned program from a client; its workouts from today onward are removed from the client's calendar. Use Get Assigned Program of Client for the instance ID.

• Action
  Unassign Client From Resource Collection

  Removes one or more clients' access to a resource collection.

• Action
  Unassign Client From Studio Program

  Removes a client's access to a studio program.

• Action
  Unassign Client From Workout Collection

  Removes a client's access to an on-demand workout collection.

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