Connect Clarra and Simplicate

Both apps 93Clarra 46Simplicate 47

• 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
  Invoices Paid

  Triggers when a payment is registered against an invoice in Simplicate.

• Trigger
  Invoices Sent

  Triggers when an invoice moves to the Sent status in Simplicate.

• Trigger
  New Companies

  Triggers when a new company is created in Simplicate.

• Trigger
  New Contacts

  Triggers when a new contact is created in Simplicate.

• Trigger
  New Employees

  Triggers when a new employee is created in Simplicate.

• Trigger
  New Hours

  Triggers when a new hours registration is created in Simplicate.

• Trigger
  New invoices

  Triggers when a new invoice is created in Simplicate.

• Trigger
  New or Updated Companies

  Triggers when a company is created or updated in Simplicate.

• Trigger
  New or Updated Contacts

  Triggers when a contact is created or updated in Simplicate.

• Trigger
  New or Updated Employees

  Triggers when a employee is created or updated in Simplicate.

• Trigger
  New or Updated Projects

  Triggers when a project is created or updated in Simplicate.

• Trigger
  New or Updated Sales

  Triggers when a sale is created or updated in Simplicate.

• Trigger
  New Projects

  Triggers when a new project is created in Simplicate.

• Trigger
  New Sales

  Triggers when a new sale is created in Simplicate.

• Trigger
  New Services

  Triggers when a new project service is created in Simplicate.

• Trigger
  New Timeline Notes

  Triggers when a new timeline note is created in Simplicate.

• Trigger
  Quotes Sent

  Triggers when a quote is sent in a Simplicate sales process.

• Trigger
  Sales Accepted

  Triggers when a sale is marked accepted in Simplicate.

• Trigger
  Updated Hours

  Triggers when a hours registration is created or updated in Simplicate.

• Trigger
  Updated Services

  Triggers when a project service is created or updated in Simplicate.

• Action
  Add employee

  Creates a new employee in Simplicate from an existing person.

• Action
  Add hours

  Creates a new hours registration for an employee on a project service.

• Action
  Add invoice

  Creates a new invoice in Simplicate for an organization or person, optionally with invoice lines.

• Action
  Add mileage

  Registers a mileage entry (distance travelled) for an employee on a project in Simplicate.

• Action
  Add payment

  Records a payment against an existing Simplicate invoice.

• Action
  Create Company

  Creates a company (organization) in Simplicate CRM.

• Action
  Create Contact

  Creates a contact (person) in Simplicate.

• Action
  Create (Fixed Fee) Sales Service

  Creates a fixed-fee service on a Simplicate sale.

• Action
  Create (Fixed Fee) Service

  Creates a fixed-fee service on a Simplicate project.

• Action
  Create Project

  Creates a project in Simplicate.

• Action
  Create Sales

  Creates a sale in Simplicate.

• Action
  Create Timeline Note

  Adds a note to the Simplicate timeline, linked to a company, person, project or sale.

• Action
  Delete hours

  Deletes an hours registration in Simplicate.

• Action
  Delete project

  Deletes a project in Simplicate by its ID.

• Action
  Find Company by ID

  Returns one company by its Simplicate ID.

• Action
  Find Company by Name

  Finds the first company whose name matches, and returns it.

• Action
  Find Contact by Email

  Finds the first contact whose email matches, and returns it.

• Action
  Find Contact by ID

  Returns one contact by its Simplicate ID.

• Action
  Find Project by ID

  Returns one project by its Simplicate ID.

• Action
  Find Sales by ID

  Returns one sale by its Simplicate ID.

• Action
  Get employee

  Returns a single Simplicate employee by ID, including contact details, employment status, tariffs and custom fields.

• Action
  Get invoice

  Returns a single Simplicate invoice by its ID, including its lines, totals, status and organization or person.

• Action
  Update Company

  Updates an existing company in Simplicate; only the fields you fill in change.

• Action
  Update Contact

  Updates an existing contact in Simplicate; only the fields you fill in change.

• Action
  Update hours

  Updates an existing hours registration in Simplicate, such as its hours, date, project, service or note.

• Action
  Update Project

  Updates an existing project in Simplicate; only the fields you fill in change.

• Action
  Update Sales

  Updates an existing sale in Simplicate; only the fields you fill in change.

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