Connect Clarra and ProdPad

Both apps 79Clarra 46ProdPad 33

• 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
  List Companies

  Triggers when a new company is added to your ProdPad account.

• Trigger
  List Contacts

  Triggers when a new contact is added to ProdPad.

• Trigger
  List Feedback

  Triggers when new feedback is added to ProdPad, newest first.

• Trigger
  List Idea Feedback

  Triggers when new feedback is linked to a chosen idea.

• Trigger
  List Ideas

  Triggers when a new idea is added to ProdPad.

• Trigger
  List Initiatives

  Triggers when a new initiative is added to a ProdPad roadmap.

• Trigger
  List Objectives

  Triggers when a new objective is added to the ProdPad account.

• Trigger
  List Personas

  Triggers when a new persona is added to ProdPad.

• Trigger
  List Products

  Triggers when a new product is added to ProdPad.

• Trigger
  List Tags

  Triggers when a new tag is added to ProdPad.

• Trigger
  List User Stories

  Triggers when a new user story is added to ProdPad.

• Action
  Add comment

  Adds a comment to a ProdPad idea, feedback or initiative, or posts a reply to an existing comment.

• Action
  Add initiative

  Creates a new initiative on a ProdPad product roadmap.

• Action
  Add key result

  Creates a new key result under a ProdPad objective, optionally linked to initiatives.

• Action
  Add objective

  Creates a new objective in ProdPad, optionally linked to a product.

• Action
  Add thought

  Adds a Yea, Nay or Maybe thought, with an optional comment, to an idea or a piece of feedback in ProdPad on behalf of a user.

• Action
  Add user story

  Creates a new user story on a ProdPad idea.

• Action
  Create Company

  Creates a company in ProdPad's customer feedback module.

• Action
  Create Contact

  Creates a contact (a customer who gives feedback) in ProdPad.

• Action
  Create Feedback

  Adds a piece of customer feedback to ProdPad, linked to a contact.

• Action
  Create Idea

  Creates a new idea in ProdPad.

• Action
  Find Company

  Finds an existing company by name or external link, returning the first match.

• Action
  Find Contact

  Finds an existing contact by email, name or external ID, returning the first match.

• Action
  Find Feedback

  Finds feedback by its external ID or URL, returning the first match.

• Action
  Find Idea

  Finds an existing idea by external ID, URL or tag, returning the first match.

• Action
  Get feedback

  Returns a single piece of feedback by its ID, including the contact who gave it and its linked ideas, products, personas, tags and attachments.

• Action
  Get idea

  Returns a ProdPad idea by its ID, optionally with its full details such as business case, comments, tags, products and user stories.

• Action
  Update Company

  Updates an existing company in ProdPad.

• Action
  Update Contact

  Updates an existing contact in ProdPad.

• Action
  Update Feedback

  Updates the text or state of an existing piece of feedback.

• Action
  Update Idea Stage

  Moves an idea to a different workflow stage in ProdPad.

• Action
  Update initiative

  Updates an existing roadmap initiative in ProdPad, such as its title, description, roadmap column, state, target date, owner, and linked ideas, feedback, user stories and objectives.

• Action
  Update objective

  Updates an objective's name, state, or linked product in ProdPad.

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