Connect Clarra and Mateo

Both apps 82Clarra 46Mateo 36

• 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 Created

  Triggers when a new contact is created in hellomateo.

• Trigger
  Contact Details Updated

  Triggers when a contact is created or its details are updated.

• Trigger
  Inbound Message

  Triggers when a new inbound message arrives from a contact.

• Trigger
  New Appointment

  Triggers when a new appointment is created.

• Trigger
  New Conversation

  Triggers when a new conversation starts.

• Trigger
  New Deal

  Triggers when a new deal is created.

• Action
  Add Contact to List

  Adds a contact to a contact list.

• Action
  Add Conversation Comment

  Adds an internal comment to a conversation.

• Action
  Assign Conversation

  Assigns a conversation to an employee or agent.

• Action
  Close Conversation

  Closes a conversation.

• Action
  Create Appointment

  Creates an appointment for a contact.

• Action
  Create Contact Details

  Creates a new contact with name, address and external IDs.

• Action
  Create Contact List

  Creates a contact list.

• Action
  Create Deal

  Creates a deal for a contact.

• Action
  Delete Contact

  Deletes a contact.

• Action
  Delete Deal

  Deletes a deal.

• Action
  Find Channel

  Returns the messaging channels (WhatsApp, SMS, email and others) in the account.

• Action
  Find Contact

  Finds one contact by exactly one locator: email, phone number, external ID or social ID.

• Action
  Find Contact Details

  Returns a contact by its hellomateo ID.

• Action
  Find Custom Field

  Returns the custom fields defined in the account.

• Action
  Find Message

  Returns a message by its ID.

• Action
  Find Template

  Returns the message templates in the account.

• Action
  Format a Phone Number

  Formats a phone number to E.164.

• Action
  Get Appointment

  Returns an appointment by ID.

• Action
  Get Conversation

  Returns a conversation by ID.

• Action
  Get Deal

  Returns a deal by ID.

• Action
  List Contact Lists

  Returns the contact lists in the account.

• Action
  List Contacts

  Returns contacts, optionally filtered by external ID or last update time.

• Action
  List Employees

  Returns the employees in the organisation.

• Action
  Open Conversation

  Reopens a closed conversation.

• Action
  Remove Contact from List

  Removes a contact from a contact list.

• Action
  Send Template Message

  Sends a template message to a contact on a hellomateo channel.

• Action
  Send Text Message

  Sends a free-text message to a contact on a hellomateo channel.

• Action
  Start Journey

  Starts a journey for a contact, matching or creating the contact by external ID.

• Action
  Update Contact Details

  Updates an existing contact's name, address and other details.

• Action
  Update Deal

  Updates a deal's name, status, value or assignee.

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