Connect Clarra and Process Street

Both apps 78Clarra 46Process Street 32

• 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
  Data Set Record Created

  Triggers when a new record is added to a data set.

• Trigger
  Data Set Record Updated

  Triggers when an existing record is updated in a data set.

• Trigger
  New Comment

  Triggers when a new comment is posted on a task in a workflow, or in a specific workflow run.

• Trigger
  New Comment Attachment

  Triggers when someone attaches a file to a comment in a workflow run.

• Trigger
  New Task Checked

  Triggers when a task is checked off in a workflow.

• Trigger
  New Workflow Run

  Triggers when a workflow is run.

• Trigger
  Task Ready

  Triggers when a task is ready to be worked on.

• Action
  Add comment

  Adds a comment to a task in a Process Street workflow run.

• Action
  Add one-off task

  Creates a one-off task in Process Street, optionally linked to a workflow run, with assignees and subtasks.

• Action
  Assign user to task

  Assigns a user, by email address, to a task in a workflow run. An email that is not an organization member is invited as a guest.

• Action
  Complete one-off task

  Marks a one-off task as completed and returns the updated task.

• Action
  Create Data Set Record

  Adds a new record to a data set.

• Action
  Delete Data Set Record

  Deletes an existing record in a data set.

• Action
  Delete workflow run

  Deletes a workflow run in Process Street. It can be restored later with Undelete.

• Action
  Find Data Set Records

  Search for data set records by form fields.

• Action
  Find Workflow Run

  Search for a workflow run by ID, name, form fields, and other attributes.

• Action
  Get data set record

  Returns one record from a Process Street data set, including its field values.

• Action
  Get task

  Returns a task in a workflow run, including its status, due date, completion details and whether it is hidden or stopped.

• Action
  Get workflow

  Returns a workflow (template) by its ID, including its name, folder, sharing settings and audit details.

• Action
  Get workflow run

  Returns a workflow run (one execution of a workflow) by its ID, including its name, status, due date and workflow.

• Action
  List comments

  Returns the comments on a workflow, or on a workflow run (optionally narrowed to one task), newest first.

• Action
  List data sets

  Returns the data sets in your Process Street organization, including each data set's name and column definitions.

• Action
  List form fields

  Returns the form fields defined in a Process Street workflow, with each field's type, label, key and task.

• Action
  List form field values

  Returns every form field value filled in on a workflow run, with each field's label, key, type and value.

• Action
  List users

  Returns the users in your Process Street organization, including deactivated ones, with their email, name and membership status.

• Action
  List Workflow Run Tasks

  lists all tasks (id, name, status, dueDate) in one workflow run. Read-only; supplies the task id the Update Task action needs.

• Action
  List Workflows

  Lists the workflows in your Process Street organization.

• Action
  Run Workflow

  Runs a workflow.

• Action
  Update Data Set Record

  Updates an existing record in a data set.

• Action
  Update form field values

  Sets the values of one or more form fields in a Process Street workflow run, leaving other fields unchanged.

• Action
  Update Task

  Update a task in a workflow run.

• Action
  Update Workflow Run

  Update an existing workflow run.

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