Connect Clarra and Kitchen.co

Both apps 185Clarra 46Kitchen.co 139

• 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
  Board Updated

  Triggers when a board is updated.

• Trigger
  Client Updated

  Triggers when a client is updated.

• Trigger
  Conversation Updated

  Triggers when a conversation is updated.

• Trigger
  Doc Updated

  Triggers when a doc is updated.

• Trigger
  Embed Updated

  Triggers when an embed is updated.

• Trigger
  Folder Updated

  Triggers when a folder is updated.

• Trigger
  Invoice Updated

  Triggers when an invoice is updated.

• Trigger
  List Updated

  Triggers when a list is updated.

• Trigger
  Milestone Updated

  Triggers when a milestone is updated.

• Trigger
  New Board

  Triggers when a new board is created.

• Trigger
  New Client

  Triggers when a new client is created.

• Trigger
  New Company

  Triggers when a new company is created.

• Trigger
  New Conversation

  Triggers when a new conversation is created.

• Trigger
  New Conversation Message

  Triggers when a new message is created inside a conversation.

• Trigger
  New Conversation Note

  Triggers when a new note is created inside a conversation.

• Trigger
  New Doc

  Triggers when a new doc is created.

• Trigger
  New Embed

  Triggers when a new embed is created.

• Trigger
  New Folder

  Triggers when a new folder is created.

• Trigger
  New Invoice

  Triggers when a new invoice is created.

• Trigger
  New List

  Triggers when a new list is created.

• Trigger
  New Milestone

  Triggers when a new milestone is created.

• Trigger
  New Task

  Triggers when a new task is created.

• Trigger
  New Task Comment

  Triggers when a new comment is created inside a task.

• Trigger
  Task Updated

  Triggers when a task is updated.

• Trigger
  Updated Company

  Triggers when a company is updated.

• Action
  Add Label to Task

  Adds a label to the given task.

• Action
  Add Membership to Board

  Adds a membership to the given board.

• Action
  Add Membership to Conversation

  Adds a membership to the given conversation.

• Action
  Add Membership to Doc

  Adds a membership to the given doc.

• Action
  Add Membership to Embed

  Adds a membership to the given embed.

• Action
  Add Membership to Folder

  Adds a membership to the given folder.

• Action
  Add Membership to Invoice

  Adds a membership to the given invoice.

• Action
  Add Membership to Milestone

  Adds a membership to the given milestone.

• Action
  Add Member to Task

  Adds a member to the given task.

• Action
  Archive a Board

  Moves a board to the archive. Can be restored later.

• Action
  Archive a Conversation

  Moves a conversation to the archive. Can be restored later.

• Action
  Archive a Doc

  Moves a doc to archive. Can be restored later.

• Action
  Archive a Folder

  Moves a folder to the archive. All items in the folder will be archived too. Can be restored later.

• Action
  Archive a Milestone

  Moves a milestone to the archive. Can be restored later

• Action
  Archive an Embed

  Moves an embed to archive. Can be restored later.

• Action
  Archive an Invoice

  Moves an invoice to the archive. Can be restored later.

• Action
  Create a Board

  Creates a new board.

• Action
  Create a Board Label

  Creates a new board label.

• Action
  Create a Board List

  Creates a new board list.

• Action
  Create a Client

  Creates a new client.

• Action
  Create a Company

  Creates a new company.

• Action
  Create a Conversation

  Creates a new conversation. Optionally with a new Message.

• Action
  Create a Conversation Message

  Creates a new message inside a conversation.

• Action
  Create a Conversation Note

  Creates a new note inside a conversation.

• Action
  Create a Doc

  Creates a new doc.

• Action
  Create a Folder

  Creates a new folder.

• Action
  Create a Milestone

  Creates a new milestone.

• Action
  Create an Embed

  Creates a new embed.

• Action
  Create a Recurring Invoice

  Creates a new recurring invoice.

• Action
  Create a Task

  Creates a new task.

• Action
  Create a Task Comment

  Creates a new comment inside the given task.

• Action
  Create a Template

  Creates a new template.

• Action
  Create Subtask

  Creates a subtask on a task.

• Action
  Delete a Company

  Deletes the specified company.

• Action
  Delete a Folder

  Permanently deletes a Kitchen.co folder.

• Action
  Delete Client

  Deletes a client user.

• Action
  Delete Conversation

  Deletes a conversation.

• Action
  Delete Invoice

  Deletes an invoice.

• Action
  Delete Task

  Deletes a task.

• Action
  Find Board

  Finds a board.

• Action
  Find Board Label

  Finds a label within the specified board.

• Action
  Find Board List

  Finds a list within the specified board.

• Action
  Find Client

  Finds a client.

• Action
  Find Clients

  Returns client users, optionally filtered by name or email.

• Action
  Find Company

  Finds a company.

• Action
  Find Conversation

  Finds a conversation.

• Action
  Find Conversation Message

  Finds a message within the specified conversation.

• Action
  Find Conversation Note

  Finds a note within the specified conversation.

• Action
  Find Doc

  Finds a document.

• Action
  Find Embed

  Finds an embed.

• Action
  Find Folder

  Finds a folder.

• Action
  Find Invoice

  Finds an invoice.

• Action
  Find Many Tasks

  Finds multiple tasks with optional filtering and pagination. Maximum of 100 tasks can be returned.

• Action
  Find Milestone

  Finds a milestone.

• Action
  Find Recurring Invoice

  Finds a recurring invoice.

• Action
  Find Task

  Finds a task.

• Action
  Find Task Comment

  Finds a comment within the specified task.

• Action
  Find Task Label

  Returns the labels on a task, optionally filtered by title.

• Action
  Find Template

  Finds a template.

• Action
  Get File

  Returns one file by ID, including its download URL.

• Action
  List Boards

  Returns the boards in your workspace.

• Action
  List Companies

  Returns the companies in your workspace.

• Action
  List Conversations

  Returns the conversations in your workspace.

• Action
  List Docs

  Returns the docs in your workspace.

• Action
  List Folders

  Returns the file folders in your workspace.

• Action
  List Invoices

  Returns the invoices in your workspace.

• Action
  List Lists

  Returns the lists on a board.

• Action
  List Members

  Returns the team members of your workspace.

• Action
  List Messages

  Returns the messages in a conversation.

• Action
  List Milestones

  Returns the milestones in your workspace.

• Action
  Move Task

  Moves a task to another list or board.

• Action
  Remove Custom Field From Task

  Removes a custom field from the given task.

• Action
  Remove Label From Task

  Removes a label from the given task.

• Action
  Remove Member From Task

  Removes a member from the given task.

• Action
  Remove Membership From Board

  Removes a membership from the given board.

• Action
  Remove Membership From Conversation

  Removes a membership from the given conversation.

• Action
  Remove Membership From Doc

  Removes a membership from the given doc.

• Action
  Remove Membership From Embed

  Removes a membership from the given embed.

• Action
  Remove Membership From Folder

  Removes a membership from the given folder.

• Action
  Remove Membership From Invoice

  Removes a membership from the given invoice.

• Action
  Remove Membership From Milestone

  Removes a membership from the given milestone.

• Action
  Restore a Board

  Restores a board from the archive.

• Action
  Restore a Conversation

  Restores a conversation from the archive.

• Action
  Restore a Doc

  Restores a doc from the archive.

• Action
  Restore a Folder

  Restores a folder from the archive.

• Action
  Restore a Milestone

  Restores a milestone from the archive.

• Action
  Restore an Embed

  Restores an embed from the archive.

• Action
  Restore an Invoice

  Restores an invoice from the archive.

• Action
  Toggle Task Completion

  Toggles the completion status of a task. If the task is currently open, this action will mark it as closed.

• Action
  Update a Board

  Updates the specified board by setting the values of the parameters passed. Any parameters not provided will be left unchanged.

• Action
  Update a Board Label

  Updates the specified label by setting the values of the parameters passed. Any parameters not provided will be left unchanged.

• Action
  Update a Board List

  Updates the specified list by setting the values of the parameters passed. Any parameters not provided will be left unchanged.

• Action
  Update a Board Membership

  Updates a board membership.

• Action
  Update a Client

  Updates the specified client by setting the values of the parameters passed. Any parameters not provided will be left unchanged.

• Action
  Update a Company

  Updates the specified company by setting the values of the parameters passed. Any parameters not provided will be left unchanged.

• Action
  Update a Conversation

  Updates the specified conversation by setting the values of the parameters passed. Any parameters not provided will be left unchanged.

• Action
  Update a Conversation Membership

  Updates a conversation membership.

• Action
  Update a Conversation Message

  Updates the specified message by setting the values of the parameters passed. Any parameters not provided will be left unchanged.

• Action
  Update a Conversation Note

  Updates the specified note by setting the values of the parameters passed. Any parameters not provided will be left unchanged.

• Action
  Update a Doc

  Updates the specified doc by setting the values of the parameters passed. Any parameters not provided will be left unchanged.

• Action
  Update a Doc Membership

  Updates a doc membership.

• Action
  Update a Embed Membership

  Updates a embed membership.

• Action
  Update a Folder

  Updates the specified folder by setting the values of the parameters passed. Any parameters not provided will be left unchanged.

• Action
  Update a Folder Membership

  Updates a folder membership.

• Action
  Update a Invoice Membership

  Updates a invoice membership.

• Action
  Update a Milestone

  Updates the specified milestone by setting the values of the parameters passed. Any parameters not provided will be left unchanged.

• Action
  Update a Milestone Membership

  Updates a milestone membership.

• Action
  Update an Embed

  Updates the specified embed by setting the values of the parameters passed. Any parameters not provided will be left unchanged.

• Action
  Update an Invoice

  Updates the specified invoice by setting the values of the parameters passed. Any parameters not provided will be left unchanged.

• Action
  Update a Recurring Invoice

  Updates the specified recurring invoice by setting the values of the parameters passed. Any parameters not provided will be left unchanged.

• Action
  Update a Task

  Updates the specified task by setting the values of the parameters passed. Any parameters not provided will be left unchanged.

• Action
  Update a Task Comment

  Updates the specified task comment by setting the values of the parameters passed. Any parameters not provided will be left unchanged.

• Action
  Update a Template

  Updates the specified template by setting the values of the parameters passed. Any parameters not provided will be left unchanged.

• Action
  Upload Files to Folder

  Attaches previously uploaded files to a Kitchen.co folder and returns the attached file records.

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