Connect Clarra and Lexware Office

Both apps 96Clarra 46Lexware Office 50

• 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
  Contact updated (instant)

  Fires when a contact changes in Lexware Office. Event type: contact.changed.

• Trigger
  Invoice status changed (instant)

  Fires when an invoice's status changes in Lexware Office. Event type: invoice.status.changed.

• Trigger
  New article (instant)

  Fires when a new article is created in Lexware Office. Event type: article.created.

• Trigger
  New contact (instant)

  Fires when a new contact is created in Lexware Office. Event type: contact.created.

• Trigger
  New credit note (instant)

  Fires when a new credit note is created in Lexware Office. Event type: credit-note.created.

• Trigger
  New invoice (instant)

  Fires when a new invoice is created in Lexware Office. Event type: invoice.created.

• Trigger
  New order confirmation (instant)

  Fires when a new order confirmation is created in Lexware Office. Event type: order-confirmation.created.

• Trigger
  New quotation (instant)

  Fires when a new quotation is created in Lexware Office. Event type: quotation.created.

• Trigger
  New voucher (instant)

  Fires when a new bookkeeping voucher is created in Lexware Office. Event type: voucher.created.

• Trigger
  Payment changed (instant)

  Fires when the payment status of a sales voucher changes in Lexware Office. Event type: payment.changed.

• Action
  Create a contact

  Creates a contact in Lexware Office as a person or a company, with optional billing address, email, phone and note, and returns the new contact's ID.

• Action
  Create a credit note

  Creates a credit note in Lexware Office for an existing contact or a typed-in address, with your line items. Saves it as a draft unless you choose to finalize it.

• Action
  Create a delivery note

  Creates a delivery note in Lexware Office for an existing contact or a typed-in address, with your delivered line items. Saves it as a draft unless you choose to finalize it.

• Action
  Create a dunning

  Creates a dunning (payment reminder) in Lexware Office, normally chasing an unpaid invoice. Saves it as a draft unless you choose to finalize it.

• Action
  Create an article

  Creates a product or service article in Lexware Office with its unit, price and tax rate, and returns the new article's ID.

• Action
  Create an invoice

  Creates an invoice in Lexware Office for an existing contact or a typed-in address, with your line items and payment terms. Saves it as a draft unless you choose to finalize it.

• Action
  Create an order confirmation

  Creates an order confirmation in Lexware Office for an existing contact or a typed-in address, with your confirmed line items. Saves it as a draft unless you choose to finalize it.

• Action
  Create a quotation

  Creates a quotation in Lexware Office for an existing contact or a typed-in address, with your quoted line items and an expiry date. Saves it as a draft unless you choose to finalize it.

• Action
  Create a voucher

  Books a voucher (an incoming or outgoing document) into Lexware Office with its booking lines, and returns the new voucher's ID.

• Action
  Delete an article

  Deletes an article from Lexware Office by its ID.

• Action
  Download a credit note file

  Returns the PDF file ID and download URL for a finalized credit note in Lexware Office.

• Action
  Download a delivery note file

  Returns the PDF file ID and download URL for a finalized delivery note in Lexware Office.

• Action
  Download a dunning file

  Returns the PDF file ID and download URL for a finalized dunning in Lexware Office.

• Action
  Download a file

  Downloads the actual bytes of a file stored in Lexware Office by its file ID — for example the PDF that "Download an invoice file" reports. Returns the file so a later step can email, upload or attach it.

• Action
  Download an invoice file

  Returns the PDF file ID and download URL for a finalized invoice in Lexware Office.

• Action
  Download an order confirmation file

  Returns the PDF file ID and download URL for a finalized order confirmation in Lexware Office.

• Action
  Download a quotation file

  Returns the PDF file ID and download URL for a finalized quotation in Lexware Office.

• Action
  Find articles

  Searches the Lexware Office article list by article number, barcode or type, and returns the matching articles a page at a time.

• Action
  Find contacts

  Searches Lexware Office contacts by email, name, number or role, and returns the matching contacts a page at a time.

• Action
  Find voucher list

  Lists Lexware Office documents (invoices, credit notes, quotations and the rest) filtered by type, status, contact and date, a page at a time.

• Action
  Find vouchers

  Finds booked vouchers in Lexware Office by their document number and returns the full voucher records.

• Action
  Get a contact

  Returns one Lexware Office contact by its ID, with its roles, person or company details, addresses, emails and phone numbers.

• Action
  Get a credit note

  Returns one Lexware Office credit note by its ID, with its recipient, line items, totals and status.

• Action
  Get a delivery note

  Returns one Lexware Office delivery note by its ID, with its recipient, delivered lines and delivery date.

• Action
  Get a dunning

  Returns a single dunning (payment reminder) by its ID, including its addressee, line items, totals and PDF file reference.

• Action
  Get an article

  Returns a single article (product or service) by its ID, including its name, article number, unit and pricing.

• Action
  Get an invoice

  Returns a single invoice by its ID, including its addressee, line items, totals, payment terms and PDF file reference.

• Action
  Get an order confirmation

  Returns a single order confirmation by its ID, including its addressee, line items, totals and PDF file reference.

• Action
  Get a quotation

  Returns a single quotation by its ID, including its addressee, line items, totals, expiry date and PDF file reference.

• Action
  Get a voucher

  Returns a single bookkeeping voucher by its ID, including its type, contact, amounts, line items and attached files.

• Action
  Get payment information

  Returns the payment status of a voucher, such as an invoice: how much is still open, when it was paid, and the individual payments booked against it.

• Action
  Pursue to a credit note

  Creates a credit note that follows on from an existing invoice, linking the two in Lexware Office. Copies the invoice's recipient, lines and tax settings unless you supply your own lines.

• Action
  Pursue to a delivery note

  Creates a delivery note that follows on from an existing order confirmation, linking the two in Lexware Office. Copies the recipient, lines and tax settings unless you supply your own lines.

• Action
  Pursue to a dunning

  Creates a dunning (payment reminder) that follows on from an unpaid invoice, linking the two in Lexware Office. Copies the recipient, lines and tax settings unless you supply your own lines.

• Action
  Pursue to an invoice

  Creates an invoice that follows on from an existing order confirmation, linking the two in Lexware Office. Copies the recipient, lines and tax settings unless you supply your own lines.

• Action
  Pursue to an order confirmation

  Creates an order confirmation that follows on from an existing quotation, linking the two in Lexware Office. Copies the recipient, lines and tax settings unless you supply your own lines.

• Action
  Update a contact

  Updates an existing contact in Lexware Office. Reads the contact first and changes only the details you fill in, leaving everything else as it was.

• Action
  Update an article

  Updates an existing article in Lexware Office. Reads the article first and changes only the details you fill in, leaving everything else as it was.

• Action
  Update a voucher

  Updates an existing bookkeeping voucher in Lexware Office. Reads the voucher first and changes only the details you fill in, leaving everything else as it was.

• Action
  Upload Document for Bookkeeping Purposes

  Uploads a receipt or other document to Lexware Office for bookkeeping and returns its file ID, which you can attach to a voucher.

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