Connect Clarra to Spektrix

Both apps 74Clarra 46Spektrix 28

• 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.

• Action
  Basket: Add a Customer

  Attaches a customer to an existing basket, optionally applying a promo code at the same time. Returns the updated basket.

• Action
  Basket: Add a Donation

  Adds a donation to a fund in an existing Spektrix basket and returns the donations added.

• Action
  Basket: Add a Merchandise Delivery Method

  Sets the merchandise delivery method (and optional delivery address) on a Spektrix basket and returns the updated basket.

• Action
  Basket: Add a Ticket Delivery Method

  Sets how the tickets in a basket will be delivered (post, collect at box office, print at home or agent), with an optional postal address.

• Action
  Basket: Add Membership(s)

  Adds a membership to an existing Spektrix basket and returns the membership items now in the basket.

• Action
  Basket: Add Merchandise Item(s)

  Adds one or more merchandise items to a Spektrix basket and returns the items now in it.

• Action
  Basket: Add Order Attribute(s)

  Sets one or more order attributes on a basket before it is confirmed. Returns the updated basket.

• Action
  Basket: Add Payment Type

  Adds a custom payment of a chosen payment type and amount to a basket, returning the basket's custom payments.

• Action
  Basket: Add Ticket(s) (Best Available)

  Adds the best available seats for an event instance with a reserved seating plan to a basket, and returns the tickets added.

• Action
  Basket: Add Ticket Subscription(s)

  Adds a ticket subscription (at a chosen pricing set and quantity) to a Spektrix basket.

• Action
  Basket: Add Ticket(s) (Unreserved Seating Plan)

  Adds one or more tickets for an unreserved (general admission) area of an event instance to a basket.

• Action
  Basket: Confirm a Basket

  Confirms a basket, turning it into a completed order. For system owners this only works for zero-value orders.

• Action
  Basket: Create a New Basket

  Creates a new, empty Spektrix basket, optionally attaching a customer, promo code and delivery methods. Returns the basket and its id for use in later basket steps.

• Action
  Basket: Override a Ticket Price

  Overrides the price of a specific ticket in a Spektrix basket and returns the updated ticket.

• Action
  Customer: Add Tag(s)

  Adds a tag to a Spektrix customer's record.

• Action
  Customer: Create a New Customer

  Creates a new customer record in Spektrix and returns the created customer.

• Action
  Customer: Find by Email Address

  Finds a Spektrix customer record by its email address and returns the customer's details, including custom attributes.

• Action
  Customer: Find by Spektrix Customer ID

  Returns a Spektrix customer record by its Spektrix customer ID.

• Action
  Customer: Remove a Tag

  Removes a specific tag from a Spektrix customer's record.

• Action
  Customer: Update Attribute(s)

  Updates one or more custom attributes on an existing Spektrix customer record.

• Action
  Customer: Update Contact Preference(s)

  Adds one or more contact preferences to a Spektrix customer's record and returns the customer's contact preferences.

• Action
  Customer: Update Information (Including Attributes)

  Updates a Spektrix customer's contact details (name, email, phone, title, birth date, Gift Aid) and any custom attributes. Only the fields you fill in are changed.

• Action
  Event: Find by Name

  Finds events whose name matches the one you give, optionally narrowed by performance dates, sales channel and on-sale status.

• Action
  Fund: Find a Fund

  Finds a donation fund by its name or code and returns the matching fund.

• Action
  Instance: Find by Event

  Returns the performances (instances) of a Spektrix event, optionally limited to a date range and sales channel.

• Action
  Membership: Find a Membership

  Finds available memberships whose name matches the name you give, and returns the first match plus the full list of matches.

• Action
  Merchandise: Find a Merchandise Item

  Finds merchandise (stock) items whose name contains the text you give, returning the matching items with their price, stock level and custom attributes.

• Action
  Ticket Subscription: Find a Pricing Set

  Finds a pricing set on your ticket subscriptions by name, optionally limited to one ticket subscription.

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