Connect Clarra and Secureframe

Both apps 79Clarra 46Secureframe 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
  New Trust Center Request

  Triggers when a new Trust Center request is created in Secureframe.

• Action
  Archive an Integration Connection

  Archives an integration connection in Secureframe and returns the archived connection.

• Action
  Archive a Vendor

  Archives a vendor in Secureframe and returns the archived vendor.

• Action
  Create a Test Evidence

  Uploads an evidence file to a test and returns the created evidence record.

• Action
  Create Evidence

  Creates an evidence record for a Secureframe user by attaching a file that was already staged for upload.

• Action
  Get a Cloud Resource

  Returns a single Secureframe cloud resource by its ID. An error occurs if the cloud resource is not found.

• Action
  Get a Control

  Returns a single Secureframe control by its ID, including its attributes.

• Action
  Get a Device

  Returns a single device tracked in Secureframe, including its ID, type and attributes.

• Action
  Get a Framework

  Returns a single Secureframe compliance framework by its ID.

• Action
  Get an Integration Connection

  Returns a single Secureframe integration connection by its ID, including its type and attributes.

• Action
  Get a Repository

  Returns a single Secureframe repository by its ID, including its type and attributes.

• Action
  Get a Test

  Returns a single Secureframe test by its ID, including its type and attributes.

• Action
  Get a Trust Center Request

  Returns a single Trust Center request, identified by its ID, including its details and attributes.

• Action
  Get a User

  Returns a single Secureframe user by ID, including the user's attributes.

• Action
  Get a User Account

  Returns a single Secureframe user account by its ID. An error occurs if the user account is not found.

• Action
  Get a Vendor

  Returns a single vendor from your Secureframe account by its ID.

• Action
  Get Evidence

  Returns a single Secureframe evidence record by its ID.

• Action
  Link a User Account

  Links a Secureframe user account to a personnel record and returns the updated user account.

• Action
  List Cloud Resources

  Returns the cloud resources in your Secureframe company, optionally narrowed by a search query.

• Action
  List Controls

  Returns the controls in your Secureframe account, optionally narrowed by a search query.

• Action
  List Devices

  Returns the devices tracked in your Secureframe account, optionally narrowed by a search query.

• Action
  List Frameworks

  Returns the compliance frameworks in your Secureframe account, optionally narrowed by a search query.

• Action
  List Integration Connections

  Returns the integration connections in your Secureframe company, optionally narrowed by a search query.

• Action
  List Repositories

  Returns the repositories in your Secureframe account, optionally narrowed by a search query.

• Action
  List Tests

  Returns the tests in your Secureframe account, optionally narrowed by a search query.

• Action
  List Trust Center Requests

  Returns the Trust Center requests in your Secureframe account, optionally narrowed by a search query.

• Action
  List User Accounts

  Returns the user accounts in your Secureframe company, optionally narrowed by a search query.

• Action
  List Users

  Returns the users in your Secureframe company, optionally narrowed by a search query.

• Action
  List Vendors

  Returns the vendors in your Secureframe account, optionally narrowed by a search query.

• Action
  Update a Repository

  Updates an existing Secureframe repository with the attribute values you provide and returns the updated repository.

• Action
  Update a Test

  Updates an existing Secureframe test with the attribute values you provide and returns the updated test.

• Action
  Update a Trust Center Request

  Updates a Trust Center request in Secureframe and returns the updated request.

• Action
  Update a User

  Updates a Secureframe user with the attribute values you provide and returns the updated user.

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