Connect Clarra and SureCart

Both apps 137Clarra 46SureCart 91

• 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
  Affiliation Request Approved

  Triggers when a affiliation request is approved.

• Trigger
  Affiliation Request Created

  Triggers when a affiliation request is created.

• Trigger
  Affiliation Request Denied

  Triggers when a new affiliation request is denied.

• Trigger
  Cancellation Act Created

  Triggers when a cancellation act is created.

• Trigger
  Cancellation Act Updated

  Triggers when a cancellation act is updated.

• Trigger
  Customer Created

  Triggers when a customer is created.

• Trigger
  Customer Updated

  Triggers when a customer is updated.

• Trigger
  Fulfillment Created

  Triggers when a fulfillment is created.

• Trigger
  Fulfillment Deleted

  Triggers when a fulfillment is deleted.

• Trigger
  Fulfillment Updated

  Triggers when a fulfillment is updated.

• Trigger
  Order Created

  Triggers when a order is created.

• Trigger
  Order Delivered

  Triggers when a order is delivered.

• Trigger
  Order Fulfilled

  Triggers when a order is fulfilled.

• Trigger
  Order Paid

  Triggers when a order is paid.

• Trigger
  Order Partially Fulfilled

  Triggers when a order is partially fulfilled.

• Trigger
  Order Partially Shipped

  Triggers when a order is partially shipped.

• Trigger
  Order Payment Failed

  Triggers when a order payment fails.

• Trigger
  Order Processing

  Triggers when a order becomes processing.

• Trigger
  Order Shipped

  Triggers when a order is shipped.

• Trigger
  Order Unfulfilled

  Triggers when a order is unfulfilled.

• Trigger
  Order Voided

  Triggers when a order is voided.

• Trigger
  Payout Completed

  Triggers when a payout is completed.

• Trigger
  Purchase Created

  Triggers when a purchase is created.

• Trigger
  Purchase Invoked

  Triggers when a purchase is invoked.

• Trigger
  Purchase Revoked

  Triggers when a purchase is revoked.

• Trigger
  Purchase Updated

  Triggers when a purchase is updated.

• Trigger
  Referral Approved

  Triggers when a referral is approved.

• Trigger
  Referral Created

  Triggers when a referral is created.

• Trigger
  Refund Created

  Triggers when a refund is created.

• Trigger
  Refund Succeeded

  Triggers when a refund succeeds.

• Trigger
  Return Request Completed

  Triggers when a return request is completed.

• Trigger
  Return Request Created

  Triggers when a return request is created.

• Trigger
  Return Request Deleted

  Triggers when a return request is deleted.

• Trigger
  Return Request Opened

  Triggers when a return request is opened.

• Trigger
  Return Request Updated

  Triggers when a return request is updated.

• Trigger
  Subscription Active

  Triggers when a subscription becomes active.

• Trigger
  Subscription Canceled

  Triggers when a subscription is canceled.

• Trigger
  Subscription Completed

  Triggers when a subscription is completed.

• Trigger
  Subscription Created

  Triggers when a subscription is created.

• Trigger
  Subscription Past Due

  Triggers when a subscription becomes past due.

• Trigger
  Subscription Renewed

  Triggers when a subscription is renewed.

• Trigger
  Subscription Set to Cancel

  Triggers when a subscription is set to cancel.

• Trigger
  Subscription Trialing

  Triggers when a subscription becomes trialing.

• Trigger
  Subscription Updated

  Triggers when a subscription is updated.

• Action
  Add Affiliation Request

  Creates a pending affiliate application in your SureCart store.

• Action
  Add Customer

  Creates a customer in your SureCart store.

• Action
  Add Payout

  Creates a payout for an affiliate covering their approved, unpaid referral commissions up to an end date.

• Action
  Approve Affiliation Request

  Approves a pending affiliate application, turning the applicant into an affiliate.

• Action
  Approve Referral

  Approves a referral that is under review.

• Action
  Cancel Checkout

  Cancels a checkout; its associated order and invoice are voided.

• Action
  Cancel Subscription

  Cancels a subscription, either immediately or at the end of the current billing period.

• Action
  Complete Payout

  Marks a processing affiliate payout as completed (paid).

• Action
  Complete Return Request

  Marks an open return request as completed.

• Action
  Complete Subscription

  Completes a fixed-length (finite) subscription immediately.

• Action
  Delete Fulfillment

  Deletes a fulfillment, returning its order items to unfulfilled.

• Action
  Delete Return Request

  Deletes a return request.

• Action
  Deny Affiliation Request

  Denies a pending affiliate application.

• Action
  Finalize Checkout

  Finalizes a draft checkout so it can be paid.

• Action
  Find Affiliation

  Find an existing affiliation by ID.

• Action
  Find Affiliation Request

  Find an existing affiliation request by ID.

• Action
  Find Cancellation Act

  Find an existing cancellation act by ID.

• Action
  Find Checkout

  Find an existing checkout by ID.

• Action
  Find Click

  Find an existing click by ID.

• Action
  Find Coupon

  Find an existing coupon by ID.

• Action
  Find Customer

  Find an existing customer by ID.

• Action
  Find Fulfillment

  Find an existing fulfillment by ID.

• Action
  Find Fulfillment Item

  Find an existing fulfillment item by ID.

• Action
  Find Line Item

  Find an existing line item by ID.

• Action
  Find Order

  Find an existing order by ID.

• Action
  Find Payment Intent

  Find an existing payment intent by ID.

• Action
  Find Payment Method

  Find an existing payment method by ID.

• Action
  Find Payout

  Find an existing payout by ID.

• Action
  Find Payout Group

  Find an existing payout group by ID.

• Action
  Find Price

  Find an existing price by ID.

• Action
  Find Product

  Find an existing product by ID.

• Action
  Find Promotion

  Find an existing promotion by ID.

• Action
  Find Purchase

  Find an existing purchase by ID.

• Action
  Find Referral

  Find an existing referral by ID.

• Action
  Find Referral Item

  Find an existing referral item by ID.

• Action
  Find Refund

  Find an existing refund by ID.

• Action
  Find Return Item

  Find an existing return item by ID.

• Action
  Find Return Request

  Find an existing return request by ID.

• Action
  Find Subscription

  Find an existing subscription by ID.

• Action
  Find Tracking

  Find an existing tracking by ID.

• Action
  Invoke Purchase

  Re-activates a revoked purchase, restoring the customer's access to the product.

• Action
  Manually Pay Checkout

  Marks a finalized checkout as paid outside SureCart, creating its paid order.

• Action
  Open Return Request

  Re-opens a completed return request.

• Action
  Preserve Subscription

  Records that a customer who started to cancel a subscription chose to keep it.

• Action
  Revoke Purchase

  Revokes a customer's purchase, removing their access to the product.

• Action
  Update Customer

  Updates an existing customer's name, email or phone in your SureCart store.

• Action
  Update Purchase

  Schedules when a customer's purchase will be automatically revoked.

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