Connect Clarra and Ezus

Both apps 116Clarra 46Ezus 70

• 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
  Client Is Updated

  Triggers when a client record changes in Ezus.

• Trigger
  Invoice Is Finalised

  Triggers when a sales invoice in Ezus is finalized.

• Trigger
  New Client

  Triggers when a new client is created in Ezus.

• Trigger
  New Invoice

  Triggers when a new sales invoice is created in Ezus.

• Trigger
  New Project

  Triggers when a new project is created in Ezus.

• Trigger
  New Supplier Invoice

  Triggers when a new supplier invoice is added in Ezus.

• Trigger
  Project Is Updated

  Triggers when a project record changes in Ezus.

• Action
  Add Project Traveller

  Add Project Traveller in Ezus.

• Action
  Assign Tag

  Assign Tag in Ezus.

• Action
  Attach Document Slide

  Attach Document Slide in Ezus.

• Action
  Create Custom Field

  Create Custom Field in Ezus.

• Action
  Create Deposit

  Create Deposit in Ezus.

• Action
  Create Media

  Create Media in Ezus.

• Action
  Create or Update Category

  Create or Update Category in Ezus.

• Action
  Create or Update Client

  Create or Update Client in Ezus.

• Action
  Create or Update Destination

  Create or Update Destination in Ezus.

• Action
  Create or Update Package

  Create or Update Package in Ezus.

• Action
  Create or Update Product

  Create or Update Product in Ezus.

• Action
  Create or Update Product Season

  Create or Update Product Season in Ezus.

• Action
  Create or Update Project

  Create or Update Project in Ezus.

• Action
  Create or Update Project Commission

  Create or Update Project Commission in Ezus.

• Action
  Create or Update Project Step Items

  Creates a new item in a project step, or updates an existing one when its reference is given.

• Action
  Create or Update Step Category

  Create or Update Step Category in Ezus.

• Action
  Create or Update Subcategory

  Create or Update Subcategory in Ezus.

• Action
  Create or Update Subdestination

  Create or Update Subdestination in Ezus.

• Action
  Create or Update Supplier Invoice

  Create or Update Supplier Invoice in Ezus.

• Action
  Create or Update Webpage Template

  Create or Update Webpage Template in Ezus.

• Action
  Create Project Document

  Create Project Document in Ezus.

• Action
  Create Supplier Invoice Payment

  Create Supplier Invoice Payment in Ezus.

• Action
  Create Tag

  Create Tag in Ezus.

• Action
  Delete Project Commission

  Delete Project Commission in Ezus.

• Action
  Delete Tag

  Delete Tag in Ezus.

• Action
  Generate Document

  Generate Document in Ezus.

• Action
  Get Authenticated User

  Get Authenticated User in Ezus.

• Action
  Get Client

  Get Client in Ezus.

• Action
  Get Invoice

  Get Invoice in Ezus.

• Action
  Get Package

  Get Package in Ezus.

• Action
  Get Product

  Get Product in Ezus.

• Action
  Get Project

  Get Project in Ezus.

• Action
  Get Subdestination

  Get Subdestination in Ezus.

• Action
  Get Supplier

  Get Supplier in Ezus.

• Action
  Get Supplier Invoice

  Get Supplier Invoice in Ezus.

• Action
  Get Webpage Template

  Get Webpage Template in Ezus.

• Action
  List Categories

  List Categories in Ezus.

• Action
  List Clients

  List Clients in Ezus.

• Action
  List Custom Fields

  List Custom Fields in Ezus.

• Action
  List Destinations

  List Destinations in Ezus.

• Action
  List Document Jobs

  List Document Jobs in Ezus.

• Action
  List Document Templates

  List Document Templates in Ezus.

• Action
  List Invoices

  List Invoices in Ezus.

• Action
  List Media

  List Media in Ezus.

• Action
  List Products

  List Products in Ezus.

• Action
  List Project Documents

  List Project Documents in Ezus.

• Action
  List Project Groups

  List Project Groups in Ezus.

• Action
  List Projects

  List Projects in Ezus.

• Action
  List Project Steps

  List Project Steps in Ezus.

• Action
  List Project Suppliers

  List Project Suppliers in Ezus.

• Action
  List Project Travellers

  List Project Travellers in Ezus.

• Action
  List Supplier Invoices

  List Supplier Invoices in Ezus.

• Action
  List Suppliers

  List Suppliers in Ezus.

• Action
  List Tags

  List Tags in Ezus.

• Action
  List Tasks

  List Tasks in Ezus.

• Action
  List Template Variables

  List Template Variables in Ezus.

• Action
  List Travellers

  List Travellers in Ezus.

• Action
  List Webpage Templates

  List Webpage Templates in Ezus.

• Action
  Preview Webpage Template

  Preview Webpage Template in Ezus.

• Action
  Remove Tag

  Remove Tag in Ezus.

• Action
  Replace Product Tariff Levels

  Replace Product Tariff Levels in Ezus.

• Action
  Update Invoice

  Update Invoice in Ezus.

• Action
  Update Project Supplier

  Update Project Supplier in Ezus.

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