Connect Clarra to Teambook

Both apps 80Clarra 46Teambook 34

• 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 Actual log

  Creates one or more time-tracking actual logs in a batch.

• Action
  Add Booking

  Creates one or more bookings in a batch.

• Action
  Add Client

  Creates a client record.

• Action
  Add Task

  Creates a task, optionally scoped to a project (omit project_id for account-wide task).

• Action
  Create Project

  Create a Project inside Teambook

• Action
  Create User

  Creates a teambook User

• Action
  Deactivate User

  Deactivates a Teambook user so they can no longer be booked or sign in, without deleting their history.

• Action
  Delete Actual log

  Deletes an actual log by id.

• Action
  Delete Booking

  Removes a single booking from Teambook.

• Action
  Delete Project

  Deletes a project by id.

• Action
  Delete Task

  Deletes a task from the Teambook account.

• Action
  Delete User

  Deletes a user from the Teambook account.

• Action
  Get Actual log

  Retrieve a single Teambook actual log (time entry) by its id.

• Action
  Get Booking

  Retrieve a single Teambook booking (a user's assignment to a project on a date for a duration) by its id.

• Action
  Get Client

  Retrieves a single client by id.

• Action
  Get Project

  Retrieves a single project by id.

• Action
  Get Task

  Retrieves a single task by id.

• Action
  Get Team

  Retrieve a single Teambook team by its id.

• Action
  Get User

  Retrieve a single Teambook user by id.

• Action
  List Actual logs

  Lists actual logs (timesheet entries), filterable by user_id, project_id, since, range.

• Action
  List Bookings

  Lists bookings, optionally filtered by team, user, project and date window. Returns the first page of up to 100 bookings.

• Action
  List Clients

  Returns every client in the Teambook account.

• Action
  List Project capacities

  Lists project capacity entries (days reserved per project per month) entered on the Capacity by Project page.

• Action
  List Projects

  Lists all projects in the Teambook account.

• Action
  List Tasks

  Lists all tasks.

• Action
  List Teams

  Lists all teams in the Teambook account.

• Action
  List User capacities

  Lists monthly capacity-reservation rows per user, filterable by user_id and since (first day of month).

• Action
  List Users

  Lists all users in the Teambook account.

• Action
  Update Actual log

  Edits an actual log's project, user, date, duration, task, payroll_item, approved, or comment.

• Action
  Update Booking

  Updates an existing Teambook booking; only the fields you fill in are changed.

• Action
  Update Client

  Edits a client's name, phone_number, or email.

• Action
  Update Project

  Edits a project's fields (name, code, active, color, kind, estimated, notes, client_id, manager_id, dates, custom_fields).

• Action
  Update Task

  Edits a task's name or project_id.

• Action
  Update User

  Edits a user's first_name, last_name, email, role, billable, time_zone, phone_number, language, or schedule.

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