Connect Clarra and Mattermost

Both apps 74Clarra 46Mattermost 28

• 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 Channel

  Triggers when a new public channel is created in a Mattermost team.

• Trigger
  New user

  Triggers when a new user joins the selected Mattermost team.

• Action
  Add direct channel

  Creates (or returns the existing) direct message channel between two users.

• Action
  Add Reaction

  Adds an emoji reaction to a Mattermost post.

• Action
  Add user

  Creates a new user account on the Mattermost server and returns the created user.

• Action
  Add User to Channel

  Adds a user to a Mattermost channel.

• Action
  Add user to team

  Adds a user to a team, making them a team member.

• Action
  Create Channel

  Creates a public or private channel in a Mattermost team.

• Action
  Delete channel

  Deletes (archives) a Mattermost channel, or permanently deletes it when requested.

• Action
  Delete Post

  Deletes a Mattermost post.

• Action
  Delete reaction

  Removes a user's emoji reaction from a post.

• Action
  Find channels by name

  Searches a team's public channels (and channels you belong to) whose name or display name matches a search term, and returns the matching channels.

• Action
  Find posts by terms

  Searches the posts in a team for the given search terms and returns the matching posts.

• Action
  Find User by Email

  Finds a Mattermost user by email address.

• Action
  Find user by username

  Finds a Mattermost user by their username and returns the user's profile.

• Action
  Get channel

  Returns a Mattermost channel's details (name, display name, team, type, purpose and header) by its channel ID.

• Action
  Get Post

  Returns a single Mattermost post by its ID.

• Action
  Get team

  Returns a Mattermost team by its ID.

• Action
  Get user

  Returns a Mattermost user's profile by their user ID.

• Action
  List channels

  Returns the public channels on a Mattermost team.

• Action
  List posts

  Returns the most recent posts in a Mattermost channel, newest first, optionally limited to posts changed since a time or before/after a given post.

• Action
  List Teams

  Returns the Mattermost teams you belong to.

• Action
  List users

  Returns users on the Mattermost server, optionally limited to a team, channel or group, or filtered by role and active status.

• Action
  Pin post

  Pins a post to the channel it was posted in.

• Action
  Post Message

  Posts a new message to a Mattermost channel, optionally as a reply in a thread.

• Action
  Remove user from channel

  Removes a user from a channel.

• Action
  Update channel

  Updates a channel's name, display name, purpose, header or other settings. Only the fields you fill in are changed.

• Action
  Update Post

  Changes the text of an existing Mattermost post.

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