Connect Clarra and Smartsheet

Both apps 75Clarra 46Smartsheet 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
  New row

  Triggered when a new row is added to the specified sheet. Polls rows modified since the last check and emits new ones.

• Trigger
  New sheet

  Triggered when a new sheet is created. Polls the list of sheets and emits newly seen ones.

• Trigger
  Updated row

  Triggered when any row is updated in the specified sheet. Polls rows modified since the last check and emits updated ones.

• Action
  Add column

  /sheets/{sheetId}/columns - add columns to a sheet.

• Action
  Add comment

  /sheets/{sheetId}/discussions/{discussionId}/comments - add a comment to a discussion.

• Action
  Add discussion

  Starts a new discussion on a sheet with a first comment, and returns the discussion.

• Action
  Add folder

  /folders/{folderId}/folders or /home/folders - create a folder.

• Action
  Add home folder

  Creates a folder at the top level of your Sheets home and returns it.

• Action
  Add row

  Adds a new row to the specified sheet. Provide cells as an array of {columnId, value}. Set location to Top or Bottom.

• Action
  Add row attachment

  /sheets/{sheetId}/rows/{rowId}/attachments - attach file or URL to a row.

• Action
  Add sheet

  /sheets - create a sheet with columns.

• Action
  Copy row to another sheet

  Copies a row from one sheet to another sheet. The placement of the cells in the destination sheet is determined by Smartsheet's logic.

• Action
  Copy sheet

  /sheets/{sheetId}/copy - copy a sheet to a folder/workspace.

• Action
  Delete row

  Deletes a row from a sheet given its Row ID.

• Action
  Delete row if deal does not exist in ActiveCampaign (Cisco)

  Compares deals from ActiveCampaign with the Smartsheet 'ActiveCampaign Deal ID' column. Deletes rows whose deal ID is not present in the supplied list of existing ActiveCampaign deal IDs. Built from intent against Smartsheet API 2.0.

• Action
  Find rows

  Searches for rows in a specified sheet containing the specified value (in any column). Returns zero or more row IDs. Use the 'Get row' action within a Loop to fetch each row's contents.

• Action
  Find rows by column value

  Searches for rows in a specified sheet having the specified value in a specified column. Zero, one, or multiple row IDs may be returned.

• Action
  Find sheets by keyword

  Returns the sheets that match the specified keyword.

• Action
  Find single row

  Searches for a single row in a specified sheet matching the specified value (in any column). If zero or multiple rows are found, an error occurs.

• Action
  Find single row by column value

  Searches for a single row in a specified sheet having the specified value in a specified column. If zero or multiple rows are found, an error occurs.

• Action
  Get discussion

  Returns a sheet discussion with its title and comments.

• Action
  Get folder

  Returns a folder with the folders and sheets directly inside it.

• Action
  Get row

  Returns the column data for the specified row. An error occurs if the row is not found.

• Action
  Get sheet

  Fetches a sheet by ID, including its columns and rows. An error occurs if the sheet is not found.

• Action
  List row attachments

  Returns the attachments on a row of a Smartsheet sheet, such as files and links, with their names, types and addresses.

• Action
  Move row to another sheet

  Moves a row from one sheet to another sheet. The placement of the cells in the destination sheet is determined by Smartsheet's logic.

• Action
  Two-way sync add or update a row

  Creates or updates a row in a sheet. For use only with two-way sync triggers. If a Row ID is supplied the row is updated; otherwise a new row is added.

• Action
  Update row

  Updates a row in a specified sheet. Provide the Row ID and cells as an array of {columnId, value}.

• Action
  Update sheet

  /sheets/{sheetId} - update sheet properties (name, project settings).

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