Connect Clarra to Superchat

Both apps 78Clarra 46Superchat 32

• 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
  Add contact list

  Creates a new contact list in your Superchat workspace.

• Action
  Add Contact to Contact List

  Adds a Superchat contact to one of your contact lists and returns the contact list it was added to.

• Action
  Add conversation export

  Starts an export job for a Superchat conversation covering the chosen time range, and returns the export with its status and download link once ready.

• Action
  Add label

  Creates a new conversation label in your Superchat workspace.

• Action
  Create Contact

  Creates a new contact in your Superchat workspace with a name, gender, email addresses or phone numbers, and custom attribute values.

• Action
  Create Note

  Creates an internal note on a Superchat conversation, optionally with attached files.

• Action
  Delete contact

  Deletes a contact from your Superchat workspace.

• Action
  Find a Contact

  Finds contacts whose email address, phone number, Instagram or WhatsApp username, or a custom attribute exactly matches the value you give, and returns the first match plus the full list.

• Action
  Find a File

  Finds a file in your Superchat workspace by its ID and returns its name, type and a temporary download link.

• Action
  Get contact

  Returns a single Superchat contact by its ID, including its handles (email, phone, social usernames) and custom attribute values.

• Action
  Get conversation

  Returns a single conversation, including its status, channel, inbox, labels, assigned users and contacts.

• Action
  Get file

  Returns a single file in your Superchat workspace, including its name, type and a temporary download link.

• Action
  Get message

  Returns a single message by its ID, including its content, sender, recipients, direction and delivery status.

• Action
  List channels

  Returns the message channels (WhatsApp, SMS, email, Instagram, Messenger, Telegram, live chat) in your Superchat workspace, optionally only those in one inbox.

• Action
  List contact lists

  Returns all contact lists in your Superchat workspace.

• Action
  List contacts

  Returns all contacts in your Superchat workspace, newest first, with their handles and custom attribute values.

• Action
  List conversation messages

  Returns the messages in a Superchat conversation, optionally filtered by direction and creation date.

• Action
  List conversations

  Returns the conversations in the Superchat workspace, each with its status, channel, inbox, labels, assigned users and contacts.

• Action
  List custom attributes

  Returns all custom contact attributes defined in the Superchat workspace, with their names, types and select options.

• Action
  List inboxes

  Returns all inboxes in the Superchat workspace, including each inbox's name, timezone and users.

• Action
  List labels

  Returns all conversation labels in your Superchat workspace.

• Action
  List notes

  Returns all notes in a Superchat conversation, including each note's author, content and attached files.

• Action
  Remove contact from contact list

  Removes a contact from one of your Superchat contact lists.

• Action
  Send Email

  Sends an email from one of your Superchat email channels to a new or existing contact, with a subject, a plain-text and/or HTML body and optional file attachments.

• Action
  Send Message

  Sends a text, media, template, quick-reply or list message to a contact on a Superchat channel such as WhatsApp, SMS, Instagram, Facebook Messenger or Telegram. A new contact is created if the recipient is not yet known.

• Action
  Send WhatsApp Template

  Sends an approved WhatsApp template message from a Superchat WhatsApp channel to a new or existing contact, filling in the template's variables.

• Action
  Update Contact

  Updates an existing Superchat contact's name, gender, email addresses and phone numbers, and custom attribute values. Fields left blank keep their current values.

• Action
  Update Conversation Assignees

  Replaces the users assigned to a Superchat conversation and returns the updated conversation.

• Action
  Update Conversation Inbox

  Moves a Superchat conversation into a different inbox and returns the updated conversation.

• Action
  Update Conversation Labels

  Replaces the labels on a Superchat conversation with the labels you choose, and returns the updated conversation.

• Action
  Update Conversation Status

  Changes the status of a Superchat conversation to open, done, spam, archived or snoozed, optionally setting when a snooze ends. Returns the updated conversation.

• Action
  Upload File

  Uploads a file (document, image, audio or video) to your Superchat workspace so it can be attached to messages. Returns the new file's id, name, type and a temporary download link.

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