Connect Clarra and Publer

Both apps 75Clarra 46Publer 29

• 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
  Account Connected/Disconnected

  Triggers when a social media account is newly connected to the selected Publer workspace.

• Trigger
  Competitor Spike

  Triggers when a competitor's analytics change in Publer (followers, growth, engagement, reach or posting mix), once per competitor whose numbers moved.

• Trigger
  Hashtag Spike

  Triggers when a hashtag's performance totals (posts, reach, engagement and related metrics) change in Publer's hashtag analytics.

• Trigger
  Member Performance Spike

  Triggers when a workspace member's posting activity or engagement metrics change for the chosen date range.

• Trigger
  New Draft

  Triggers when a new draft post is saved in your Publer workspace.

• Trigger
  New Idea

  Triggers when a new Idea (an unfinished post not yet tied to any social account) is saved in the workspace.

• Trigger
  Post Approved

  Triggers when a scheduled post is approved in your Publer workspace.

• Trigger
  Post Failed

  Triggers when a Publer post fails to publish.

• Trigger
  Post Pending Approval

  Triggers when a scheduled post is waiting for approval in the Publer workspace.

• Trigger
  Post Performance Threshold

  Triggers when a published post's performance metric (such as reach, likes or engagement) reaches the threshold you set.

• Trigger
  Post Published

  Triggers when a post is published to one of your connected social accounts.

• Trigger
  Post Scheduled

  Triggers when a post is scheduled in your Publer workspace.

• Trigger
  Top Competitor Posts

  Triggers when a new post by one of your tracked competitors appears in Publer's competitor post insights, with its performance analytics.

• Trigger
  Top Hashtags Identified

  Triggers when a hashtag newly enters the top-ranked hashtags (top 10 by the chosen metric) for a Publer social account.

• Trigger
  Top Posts of Week

  Triggers for each of your top-performing posts published in the last 7 days, ranked by engagement (or another metric you choose).

• Trigger
  Workspace Created

  Triggers when a new workspace becomes accessible to the connected Publer user.

• Action
  Auto Schedule Post

  Creates a post and lets Publer automatically pick the best time to publish it within a date window you choose.

• Action
  Create Post

  Creates a social media post in Publer for one or more connected accounts, either scheduled for a specific time or saved as a draft.

• Action
  Export Analytics Report

  Starts a CSV or PDF export of your Publer analytics for the workspace or a single account, and returns the job id used to retrieve the finished file.

• Action
  Export Competitor Benchmark

  Returns benchmark analytics for your competitor accounts — followers, growth, engagement, reach and posting mix — for a date range.

• Action
  Export Member Leaderboard

  Returns each workspace member's posting activity and engagement totals for a date range, for building leaderboards and performance reviews.

• Action
  Find Analytics by Date Range

  Returns published posts with their performance analytics (reach, engagement, likes, comments and more) for a social account within a date range.

• Action
  Find Media

  Searches a Publer workspace's media library by name or caption and returns the matching media items.

• Action
  Generate Competitors Top Posts

  Returns competitors' posts for a social account within a date range, with their performance analytics, sortable by engagement, reach and other metrics.

• Action
  Generate Top Hashtags

  Returns your top-performing hashtags for a social account, with post counts, reach, engagement totals, recent posts and a hashtag performance score.

• Action
  Generate Top Posts

  Returns your top-performing published posts for a social account over a date range, ranked by a metric such as engagement or reach.

• Action
  Schedule Recurring Post

  Creates a post that Publer publishes repeatedly on a daily, weekly, monthly or yearly schedule until an optional end date.

• Action
  Schedule Recycling Post

  Schedules a post that Publer automatically re-shares on a regular cadence, such as every 2 weeks up to 3 times.

• Action
  Upload Media

  Uploads a photo, video or PDF file to Publer and returns the new media item's ID for use in posts.

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