Connect Clarra and Sure Send

Both apps 72Clarra 46Sure Send 26

• 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 Appointment

  Triggers when a new appointment is created in Sure Send.

• Trigger
  New Call

  Triggers when a new call is logged in Sure Send.

• Trigger
  New Company

  Triggers when a new company is created in Sure Send.

• Trigger
  New Email

  Triggers when an email is sent or received in Sure Send.

• Trigger
  New Lead Assigned

  Triggers when a person is assigned to the chosen user in Sure Send.

• Trigger
  New Note

  Triggers when a new note is added in Sure Send.

• Trigger
  New Person

  Triggers when a new person is created in Sure Send.

• Trigger
  New Task

  Triggers when a new task is created in Sure Send.

• Trigger
  Person Stage Updated

  Triggers when a person's pipeline stage changes in Sure Send; optionally only when they move into one stage.

• Trigger
  Tag Added to Contact

  Triggers once when the chosen tag is added to a person in Sure Send.

• Trigger
  Updated Person

  Triggers when a person is created or updated in Sure Send.

• Action
  Add Tags to Person

  Adds one or more tags to an existing person in Sure Send.

• Action
  Create Appointment

  Creates an appointment for a person in Sure Send.

• Action
  Create Call

  Logs a phone call with a person in Sure Send.

• Action
  Create Company

  Creates a company in Sure Send.

• Action
  Create Note

  Adds a note to a person in Sure Send.

• Action
  Create Person

  Creates a new person (contact or lead) in Sure Send. People are deduplicated by email.

• Action
  Create Task

  Creates a follow-up task for a person in Sure Send.

• Action
  Find Company

  Finds the first company in Sure Send matching a name, email or phone.

• Action
  Find or Create Company

  Looks up a company in Sure Send by name and creates it only if no match exists, so you never get duplicates.

• Action
  Find or Create Person

  Looks up a person in Sure Send by email or phone and creates them only if no match exists, so you never get duplicates.

• Action
  Find Person

  Finds the first person in Sure Send matching an email, phone or name.

• Action
  Find Stage

  Finds a pipeline stage in Sure Send by its name.

• Action
  Find Task

  Finds the most recent task for a person in Sure Send.

• Action
  Update Company

  Updates an existing company in Sure Send; only the fields you supply change.

• Action
  Update Person

  Updates an existing person in Sure Send. Tags, emails and phones you supply are merged with the existing ones.

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