Connect Clarra and Higher Logic Vanilla

Both apps 77Clarra 46Higher Logic Vanilla 31

• 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
  Article Added

  Triggers when a new article is published in a knowledge base category (checked on a schedule).

• Trigger
  Comment Added

  Triggers when a new comment is posted in your community (checked on a schedule).

• Trigger
  Discussion Added

  Triggers when a new discussion is posted in your community (checked on a schedule).

• Trigger
  New Rank

  Triggers when a new rank is defined in your Vanilla community.

• Trigger
  User Added

  Triggers when a new member joins your community (checked on a schedule).

• Action
  Add article

  Creates a new knowledge base article in a knowledge category.

• Action
  Add category

  Creates a new category in your Vanilla community, optionally nested under a parent category.

• Action
  Add tag

  Creates a new tag in your Vanilla community that can then be applied to discussions.

• Action
  Add user

  Creates a new user account in your Vanilla community.

• Action
  Assign a Role to a User

  Adds a role to a community member, keeping the roles they already have.

• Action
  Award a Badge to a User

  Awards a badge to a community member.

• Action
  Ban user

  Bans a user from the community.

• Action
  Close a Discussion

  Closes a discussion so no new comments can be added.

• Action
  Comment on Discussion

  Posts a comment on a discussion in your Higher Logic Vanilla community.

• Action
  Create New Discussion

  Creates a new discussion in your Higher Logic Vanilla community.

• Action
  Create Report

  Reports a discussion or comment to the community's moderators.

• Action
  Delete article

  Deletes a knowledge base article by setting its status to deleted.

• Action
  Delete comment

  Deletes a comment from a discussion in your community.

• Action
  Delete discussion

  Deletes a discussion from the community.

• Action
  Delete user

  Deletes a user from the community, optionally keeping or wiping their posts.

• Action
  Find users by name

  Searches the community's users by full or partial username and returns the matching users.

• Action
  Get comment

  Returns a single comment by its ID, including its body, author, discussion and dates.

• Action
  Get discussion

  Returns one discussion by its ID, including its title, body, category, author, counts and custom post fields.

• Action
  Get user

  Returns a community user's profile, including roles, points, rank and custom profile fields.

• Action
  List categories

  Returns the community's categories as a flat list, optionally filtered by parent, followed status, archive status, featured flag or subcommunity.

• Action
  List discussions

  Returns discussions from your community, optionally filtered by category, author, tags, type, status and dates (up to 100 per run).

• Action
  List knowledge categories

  Returns the knowledge categories in your community.

• Action
  Update article

  Updates an existing knowledge base article's title or content.

• Action
  Update comment

  Updates an existing comment's text, format, or the discussion or record it belongs to.

• Action
  Update discussion

  Updates an existing discussion's title, body, category, tags, pin, close and sink state, or custom post fields. Fields left blank are not changed.

• Action
  Update user

  Updates an existing community user's name, email, password, roles, rank, flags and profile fields. Returns the updated user.

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