Connect Clarra to FareHarbor

Both apps 71Clarra 46FareHarbor 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 Booking

  Adds a new booking on a FareHarbor availability for a party of customers.

• Action
  Cancel Booking

  Cancels a FareHarbor booking by UUID and returns the cancelled booking.

• Action
  Check In Booking

  Sets the check-in status of a FareHarbor booking, for the whole party or one customer.

• Action
  Check In by QR Code

  Checks in a FareHarbor booking, or one customer on it, using the QR code from their ticket.

• Action
  Get Availability

  Fetches one availability (scheduled time slot) by ID, with its ticket options, prices and custom fields. An error occurs if it is not found.

• Action
  Get Booking

  Fetches a FareHarbor booking by UUID, with its contact, customers, status and price. An error occurs if the booking is not found.

• Action
  Get Company

  Fetches one FareHarbor company's details, including contact information and location. An error occurs if the company is not found.

• Action
  Get Item

  Fetches one item (tour or activity) of a FareHarbor company by ID. An error occurs if the item is not found.

• Action
  List Agents

  Returns the booking agents of a FareHarbor affiliate company.

• Action
  List Availabilities by Date

  Returns the availabilities (scheduled time slots) of one item on a single date.

• Action
  List Availability Bookings

  Returns the bookings made on one availability.

• Action
  List Availability Lodgings

  Returns the lodgings available for one availability, including whether pickup is offered from each.

• Action
  List Bookings by Create Date

  Returns the bookings a FareHarbor company received on a given date.

• Action
  List Checkin Statuses

  Returns the check-in statuses a FareHarbor company uses, such as checked in or no show.

• Action
  List Companies

  Returns every FareHarbor company you have permission to book for, with each company's name, shortname and currency.

• Action
  List Crew Members

  Returns the crew members assigned to one availability.

• Action
  List Desks

  Returns the booking desks of a FareHarbor affiliate company.

• Action
  List Items

  Returns the bookable items (tours and activities) a FareHarbor company offers.

• Action
  List Lodgings

  Returns the lodgings (hotels and pickup locations) a FareHarbor company has set up.

• Action
  List Roles

  Returns the crew roles a FareHarbor company has defined, such as captain or guide.

• Action
  List Users

  Returns the staff users of a FareHarbor company.

• Action
  Resend Confirmation Email

  Resends the booking confirmation emails for a customer's bookings with activities in a date range.

• Action
  Update Booking Note

  Replaces the note on an existing FareHarbor booking.

• Action
  Update Crew Member

  Updates the role or note of a crew member assigned to a FareHarbor availability.

• Action
  Update Customer Custom Field Value

  Updates one customer's answer to a custom field on a FareHarbor booking.

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