Connect Clarra and MailUp

Both apps 75Clarra 46MailUp 29

• 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 Email Message in List

  A new email message was created in the list. MailUp is a multi-list environment and messages are list-specific.

• Trigger
  New Group

  New group added to the specified list. MailUp is a multi-list environment and groups are list-specific.

• Trigger
  New Recipient Subscribed

  There is a new subscriber in the specified list. MailUp is a multi-list environment.

• Trigger
  New Recipient Unsubscribed

  A recipient unsubscribed from the specified list. MailUp is a multi-list environment.

• Action
  Add list

  Create a new list. POST Console/List

• Action
  Add Recipient to Group

  Add recipient to the specified group on the list.

• Action
  Add Recipient to List

  Adds a new recipient to the specified list as a subscriber.

• Action
  Create New Email Message

  Create a new email message on the specified list.

• Action
  Create New Group

  Add a new group to the specified list. MailUp is a multi-list environment.

• Action
  Delete email message

  Delete an email message. DELETE Console/List/{id_List}/Email/{id_Message}

• Action
  Delete group

  Delete a group in a list. DELETE Console/List/{id_List}/Group/{id_Group}

• Action
  Delete list

  Delete a list. DELETE Console/List/{id_List}

• Action
  Get email message

  Retrieve email message details. GET Console/List/{id_List}/Email/{id_Message}

• Action
  Get list

  Retrieve list details by id. GET Console/List/{id_List}

• Action
  List email messages

  Retrieve email messages of a list. GET Console/List/{id_List}/Emails

• Action
  List Email Message Sendings

  lists the sendings (send tasks, with recipients count and status) created for an email message.

• Action
  List Group Recipients

  Lists the recipients in a MailUp group (GET Console/Group/{id_group}/Recipients), with id, email, name and personal data fields.

• Action
  List groups

  Retrieve groups of a list. GET Console/List/{id_List}/Groups

• Action
  List lists

  Retrieve the console's lists. GET Console/List on services.mailup.com/API/v1.1/Rest/ConsoleService.svc

• Action
  List subscribed recipients

  Retrieve subscribed recipients of a list. GET Console/List/{id_List}/Recipients/Subscribed

• Action
  Remove recipient from group

  Unsubscribe a recipient from a group. DELETE Console/Group/{id_Group}/Unsubscribe/{id_Recipient}

• Action
  Remove Recipient From List

  This method unsubscribe the given recipient from the specified list.

• Action
  Send Message to Email Address

  Sends the specified message (previously created in MailUp in the specified List) to the email address specified.

• Action
  Send Message to Group

  Send a message to a predefined group in the specified list.

• Action
  Send message to list

  Send an email message to all recipients of a list. POST Console/List/{id_List}/Email/{id_Message}/Send

• Action
  Unsubscribe recipient from list

  Unsubscribe a recipient from a list. DELETE Console/List/{id_List}/Unsubscribe/{id_Recipient}

• Action
  Update email message

  Modify an email message. PUT Console/List/{id_List}/Email/{id_Message}

• Action
  Update group

  Modify a group in a list. PUT Console/List/{id_List}/Group/{id_Group}

• Action
  Update list

  Modify details of a list. PUT Console/List/{id_List}

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