Connect Clarra to HeySummit

Both apps 68Clarra 46HeySummit 22

• 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 attendee

  Registers a new attendee for a HeySummit event, optionally assigning a ticket, registration answers and email preferences. Returns the created attendee.

• Action
  Add attendee to talk

  Adds an existing event attendee to a talk, respecting ticket access and talk capacity, and returns the talk-attendee registration. Adding an attendee who is already on the talk returns the existing registration.

• Action
  Add coupon

  Creates a discount coupon for a HeySummit event and returns the new coupon.

• Action
  Add event

  Creates a new event in HeySummit and returns the created event.

• Action
  Add speaker

  Creates a speaker on a HeySummit event and returns the new speaker record.

• Action
  Add talk

  Creates a new talk in a HeySummit event and returns the created talk, including its id and page links.

• Action
  Attach ticket to attendee

  Attaches a ticket to an existing attendee of an event and returns the updated attendee. If the attendee already holds the ticket, nothing changes.

• Action
  Delete attendee

  Permanently deletes an attendee from a HeySummit event.

• Action
  Get attendee

  Returns the full details of a single attendee in a HeySummit event, including registration status, attended talks, registration answers and email preferences.

• Action
  Get event

  Returns the details of a HeySummit event, including its title, dates, status and timezone.

• Action
  Get speaker

  Returns one speaker from a HeySummit event, including their name, company, bio, headshot and active status.

• Action
  Get talk

  Returns one talk from a HeySummit event, including its schedule, speakers, categories and video settings. An error occurs if the talk is not found.

• Action
  List coupons

  Returns the coupons set up for a HeySummit event, including each coupon's code, discount and availability.

• Action
  List events

  Returns the events you have access to in HeySummit, optionally narrowed to live, archived, evergreen, or open-for-registration events.

• Action
  List session submissions

  Returns the submitted, approved and rejected session proposals for an event, including each proposal's details, review state and submitter information.

• Action
  List speakers

  Returns the speakers for a HeySummit event, including their names, company details, bios and active status.

• Action
  List talk attendees

  Returns the attendees registered for talks in an event, optionally narrowed to one attendee or one talk.

• Action
  List talks

  Returns the talks scheduled for a HeySummit event, including their speakers, categories and broadcast details.

• Action
  List tickets

  Returns the tickets for a HeySummit event, optionally narrowed to active, add-on or donation tickets.

• Action
  Update event

  Updates an existing HeySummit event's details, such as its title, company information, dates, visibility and site settings. Only the fields you fill in are changed.

• Action
  Update speaker

  Updates a speaker on a HeySummit event and returns the updated speaker. Fields left blank keep their current values.

• Action
  Update talk

  Updates an existing talk in a HeySummit event. Only the fields you fill in are changed, and the updated talk is returned.

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