Connect Clarra to Tallytopia

Both apps 78Clarra 46Tallytopia 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
  Calculate age

  Computes exact age (years/months/days) from a birth date.

• Action
  Calculate BMI

  Computes Body Mass Index from height and weight.

• Action
  Calculate BMR

  Computes Basal Metabolic Rate from age, sex, height, and weight.

• Action
  Calculate body fat percentage

  Computes body fat percentage using the US Navy circumference method.

• Action
  Calculate break-even point

  Computes the break-even unit volume/revenue from fixed costs, variable costs, and price.

• Action
  Calculate calories burned

  Computes calories burned during an activity from duration, weight, and activity type.

• Action
  Calculate circle dimensions

  Computes area, circumference, and diameter of a circle from a given measurement.

• Action
  Calculate compound interest

  Computes compound interest growth of a principal over time.

• Action
  Calculate concrete needed

  Computes cubic yards/volume of concrete needed for a slab from dimensions.

• Action
  Calculate days between dates

  Computes the number of days between two given dates.

• Action
  Calculate discount

  Computes the discounted price and savings from an original price and discount rate.

• Action
  Calculate fuel cost

  Computes trip fuel cost from distance, fuel efficiency, and fuel price.

• Action
  Calculate ideal weight

  Computes ideal body weight estimate from height and sex.

• Action
  Calculate loan repayment

  Computes a loan repayment schedule/amount from principal, rate, and term.

• Action
  Calculate macros

  Computes protein/carb/fat macronutrient targets from calorie goal and diet split.

• Action
  Calculate markup and margin

  Computes markup percentage and profit margin from cost and selling price.

• Action
  Calculate mortgage payment

  Computes a monthly mortgage payment from principal, rate, and term.

• Action
  Calculate ovulation date

  Computes estimated ovulation and fertile window from cycle data.

• Action
  Calculate percentage

  Computes a percentage of a value.

• Action
  Calculate percentage change

  Computes the percentage increase or decrease between two values.

• Action
  Calculate pregnancy due date

  Computes the estimated pregnancy due date from last menstrual period date.

• Action
  Calculate running pace

  Computes pace per mile/km from distance and time.

• Action
  Calculate sales tax

  Computes sales tax and total price from a base amount and tax rate.

• Action
  Calculate savings goal

  Computes how much to save periodically to reach a savings target.

• Action
  Calculate square footage

  Computes square footage of a room/area from its dimensions.

• Action
  Calculate TDEE

  Computes Total Daily Energy Expenditure (daily calorie needs) from BMR and activity level.

• Action
  Calculate tip

  Computes tip amount and per-person split from a bill total, tip percentage, and party size.

• Action
  Calculate triangle area

  Computes the area of a triangle from base and height (or side lengths).

• Action
  Calculate VAT

  Computes VAT-inclusive/exclusive amounts from a base value and rate.

• Action
  Get calculator

  Describes one calculator's required inputs and the calculation steps it will perform, by slug.

• Action
  List calculators

  Returns the full list of available Tallytopia calculators with their slugs and categories.

• Action
  Solve quadratic equation

  Solves a quadratic equation's roots from its a/b/c coefficients.

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