Connect Clarra and JIRA

Both apps 186Clarra 46JIRA 140

• 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
  New Issue

  Polls for newly created issues in a project (ordered by creation date).

• Trigger
  New or Updated Issue

  Polls for issues created or updated recently (ordered by updated date).

• Action
  Add attachment

  add an attachment to an issue

• Action
  Add comment

  add a comment to an issue

• Action
  Add Comment to Issue

  Adds a comment to the specified issue.

• Action
  Add filter as favorite

  Add filter as favorite

• Action
  Add gadget to dashboard

  Add gadget to dashboard

• Action
  Add user to group

  add a user to a group

• Action
  Add vote

  add the current user's vote to an issue

• Action
  Add worklog

  add a worklog to an issue

• Action
  Archive issues by ID or key

  archive issues by ID/key

• Action
  Archive issue(s) by JQL

  Archive issue(s) by JQL

• Action
  Assign Issue

  Assigns an issue to a user by account ID.

• Action
  Bulk create issue

  bulk create issues

• Action
  Bulk create statuses

  Bulk create statuses

• Action
  Bulk delete issues

  bulk delete issues

• Action
  Bulk delete Statuses

  Bulk delete Statuses

• Action
  Bulk delete worklogs

  bulk delete worklogs on an issue

• Action
  Bulk edit dashboards

  Bulk edit dashboards

• Action
  Bulk edit issues

  bulk edit issue fields

• Action
  Bulk fetch issues

  bulk fetch issues by ID/key

• Action
  Bulk move issues

  bulk move issues

• Action
  Bulk move worklogs

  bulk move worklogs

• Action
  Bulk transition issue statuses

  bulk transition issue statuses

• Action
  Bulk unwatch issues

  bulk unwatch issues

• Action
  Bulk watch issues

  bulk watch issues

• Action
  Change filter owner

  Change filter owner

• Action
  Copy dashboard

  Copy dashboard

• Action
  Create component

  Create component

• Action
  Create custom field

  Create custom field

• Action
  Create dashboard

  Create dashboard

• Action
  Create filter

  Create filter

• Action
  Create group

  Create group

• Action
  Create Issue

  Creates a new issue in the specified project.

• Action
  Create issue link

  create a link between two issues

• Action
  Create issue link type

  create an issue link type

• Action
  Create issue type

  create an issue type

• Action
  Create project

  create a project

• Action
  Create project category

  create a project category

• Action
  Create related work

  Create related work

• Action
  Create user

  create a user

• Action
  Create version

  Create version

• Action
  Delete and replace version

  Delete and replace version

• Action
  Delete attachment

  delete an attachment

• Action
  Delete comment

  delete a comment

• Action
  Delete component

  Delete component

• Action
  Delete custom field

  Delete custom field

• Action
  Delete dashboard

  Delete dashboard

• Action
  Delete filter

  Delete filter

• Action
  Delete Issue

  Deletes an issue by its key or ID.

• Action
  Delete issue link

  delete an issue link

• Action
  Delete issue link type

  delete an issue link type

• Action
  Delete issue type

  delete an issue type

• Action
  Delete project

  delete a project

• Action
  Delete project asynchronously

  delete a project asynchronously

• Action
  Delete project category

  delete a project category

• Action
  Delete related work

  Delete related work

• Action
  Delete user

  delete a user

• Action
  Delete version

  Delete version

• Action
  Delete vote

  remove the current user's vote from an issue

• Action
  Delete watcher

  remove a watcher from an issue

• Action
  Delete worklog

  delete a worklog

• Action
  Export Archived Issues

  Export archived issue(s)

• Action
  Get all dashboards

  Get all dashboards

• Action
  Get all projects

  Get all projects

• Action
  Get attachment content

  get attachment content

• Action
  Get attachment metadata

  get attachment metadata

• Action
  Get available transitions

  Get available transitions

• Action
  Get bulk available transitions

  get transitions available for bulk transition

• Action
  Get comment

  get a single comment

• Action
  Get comments by IDs

  get comments by IDs

• Action
  Get component

  Get component

• Action
  Get create issue metadata

  Get create issue metadata

• Action
  Get create metadata issue types for a project

  get create-metadata issue types for a project

• Action
  Get custom field

  Fetches a custom field's definition by its ID, including its name, description and field type. Returns found = false when no field has that ID.

• Action
  Get dashboard

  Get dashboard

• Action
  Get edit issue metadata

  get edit metadata for an issue

• Action
  Get favorite filters

  Get favorite filters

• Action
  Get filter

  Get filter

• Action
  Get group

  Get group

• Action
  Get Issue

  Returns the details of a single issue by its key or ID.

• Action
  Get Issue Comments

  Returns all comments for the specified issue.

• Action
  Get issue link

  get an issue link

• Action
  Get issue link type

  get an issue link type

• Action
  Get issue link types

  list issue link types

• Action
  Get Issue Transitions

  Returns the workflow transitions available for the specified issue.

• Action
  Get issue type

  get an issue type

• Action
  Get issue watchers

  get watchers of an issue

• Action
  Get issue worklogs

  get worklogs on an issue

• Action
  Get is watching issue bulk

  check watching status for multiple issues

• Action
  Get my filters

  Get my filters

• Action
  Get Project

  Returns the details of a single project by its key or ID.

• Action
  Get project category

  Fetches a project category by ID, with its name and description. An error occurs if the category is not found.

• Action
  Get project components

  get all components of a project

• Action
  Get project versions

  get all versions of a project

• Action
  Get recent projects

  get recently viewed projects

• Action
  Get related work

  Get related work

• Action
  Get status

  Get status

• Action
  Get status category

  Get status category

• Action
  Get transitions

  get available transitions for an issue

• Action
  Get user

  get a user

• Action
  Get user groups

  get groups a user belongs to

• Action
  Get users from group

  list members of a group

• Action
  Get version

  Get version

• Action
  Get votes

  get votes on an issue

• Action
  Get worklog

  get a worklog

• Action
  Get worklogs by IDs

  get worklogs by IDs

• Action
  Get worklogs by issue ID and worklog ID

  get worklogs by issue ID and worklog ID (internal)

• Action
  List Project Issue Types

  Returns the issue types available, optionally for a given project.

• Action
  List Projects

  Returns a paginated list of projects visible to the user.

• Action
  List users

  Lists the users visible to the connected Jira account. Takes no search criterion.

• Action
  Merge versions

  merge one version into another

• Action
  Move version

  Move version

• Action
  Remove filter as favorite

  Remove filter as favorite

• Action
  Remove gadget from dashboard

  Remove gadget from dashboard

• Action
  Remove group

  Remove group

• Action
  Remove user from group

  remove a user from a group

• Action
  Restore custom field from trash

  Restore custom field from trash

• Action
  Restore deleted or archived project

  restore a deleted or archived project

• Action
  Search for dashboards

  Search for dashboards

• Action
  Search for filters

  Search for filters

• Action
  Search for issues using JQL enhanced search (GET)

  Search for issues using JQL enhanced search (GET)

• Action
  Search for issues using JQL enhanced search (POST)

  search for issues using enhanced JQL (POST)

• Action
  Search Issues (JQL)

  Searches for issues using a JQL query.

• Action
  Transition Issue

  Moves an issue to a new status by performing a workflow transition.

• Action
  Unarchive issues by keys or ID

  unarchive issues by key/ID

• Action
  Update comment

  update a comment

• Action
  Update component

  Update component

• Action
  Update custom field

  Update custom field

• Action
  Update dashboard

  Update dashboard

• Action
  Update filter

  Update filter

• Action
  Update gadget on dashboard

  Update gadget on dashboard

• Action
  Update Issue

  edit an issue

• Action
  Update issue link type

  update an issue link type

• Action
  Update issue type

  update an issue type

• Action
  Update project

  update a project

• Action
  Update project category

  update a project category

• Action
  Update related work

  Update one related-work link on a Jira project version. Reads the version's existing related work, overlays only the fields you supply, then writes the merged object back — so anything you leave blank keeps its current value.

• Action
  Update version

  Update version

• Action
  Update worklog

  update a worklog

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