Connect Clarra and Nomod

Both apps 88Clarra 46Nomod 42

• 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
  Charge Refund

  Triggers when a charge is fully refunded.

• Trigger
  In-Person Paid

  Triggers when an in-person (tap or card) charge is paid.

• Trigger
  Invoice Overdue

  Triggers when an invoice becomes overdue.

• Trigger
  Invoice Paid

  Triggers when an invoice is paid.

• Trigger
  Link Paid

  Triggers when a payment link is paid.

• Trigger
  New Customer

  Triggers when a new customer is added in Nomod.

• Trigger
  New Invoice

  Triggers when a new invoice is created.

• Trigger
  New Link

  Triggers when a new payment link is created.

• Trigger
  Payment Failed

  Triggers when a charge fails.

• Trigger
  Team Member Joins

  Triggers when a new team member is added.

• Action
  Cancel Invoice

  Cancels an unpaid invoice.

• Action
  Create Checkout

  Creates a hosted checkout session and returns the URL to send the buyer to.

• Action
  Create Customer

  Creates a customer (contact) in your Nomod account.

• Action
  Create Invoice

  Creates an invoice for a Nomod customer with one line item and returns its payment URL.

• Action
  Create Link

  Creates a payment link with one item and returns its shareable URL.

• Action
  Create Team Member

  Invites a new team member to your Nomod business.

• Action
  Delete Checkout

  Deletes an unpaid checkout session.

• Action
  Delete Link

  Archives a payment link so it can no longer be paid.

• Action
  Disable Link

  Disables a payment link.

• Action
  Enable Link

  Re-enables a disabled payment link.

• Action
  Find Charge

  Finds the first charge matching a search.

• Action
  Find Customer

  Finds the first customer matching an email or search text.

• Action
  Find Invoice

  Finds the first invoice matching an invoice number or search text.

• Action
  Find Link

  Finds the first payment link matching a reference ID or search text.

• Action
  Get Charge

  Returns one charge by its ID.

• Action
  Get Checkout

  Returns one checkout session by its ID.

• Action
  Get Customer

  Returns one customer by its ID.

• Action
  Get Invoice

  Returns one invoice by its ID.

• Action
  Get Link

  Returns one payment link by its ID.

• Action
  Get Team Member

  Returns one team member by their ID.

• Action
  List Charges

  Returns a page of charges, optionally filtered.

• Action
  List Countries

  Returns the countries Nomod supports, with their IDs.

• Action
  List Currencies

  Returns the currencies Nomod supports.

• Action
  List Customers

  Returns a page of customers, optionally filtered.

• Action
  List Invoices

  Returns a page of invoices, optionally filtered.

• Action
  List Links

  Returns a page of payment links, optionally filtered.

• Action
  List Provinces

  Returns the provinces of a country, with their IDs.

• Action
  List Team Members

  Returns every team member in your Nomod business.

• Action
  Refund Charge

  Refunds all or part of a paid charge.

• Action
  Refund Checkout

  Refunds all or part of a paid checkout.

• Action
  Update Invoice Title

  Renames an invoice.

• Action
  Update Link Title

  Renames a payment link.

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