Connect Clarra and Telebroad

Both apps 84Clarra 46Telebroad 38

• 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 Text Messages

  Triggers when a text conversation on your Telebroad numbers gets a new message, sent or received.

• Trigger
  User Call Ended

  Triggers when a call on your Telebroad account ends.

• Action
  Assign Conversation

  Assigns a text conversation to a user.

• Action
  Block Sender

  Blocks a phone number from texting one of your lines.

• Action
  Cancel Scheduled Message

  Cancels a scheduled text message.

• Action
  Create Saved Reply

  Saves a reusable text-message reply.

• Action
  Delete Call Recording

  Deletes the recordings of one leg of a call.

• Action
  Delete Conversation

  Deletes a whole text conversation.

• Action
  Delete Saved Reply

  Deletes a saved text-message reply.

• Action
  Delete Text Message

  Deletes one message from a text conversation.

• Action
  Get Blocked Sender

  Checks whether a phone number is blocked on one of your lines.

• Action
  Get Call

  Returns one call and its details.

• Action
  Get Call Recording

  Returns one recorded leg of a call, with its download link.

• Action
  Get Call Transcripts

  Returns a call's transcripts and AI summary.

• Action
  Get Conversation

  Returns the messages in one text conversation.

• Action
  Get Fax

  Returns one fax and its delivery status.

• Action
  Get My Profile

  Returns the API key's run-as user, with their numbers and phone lines.

• Action
  Get Unread Counts

  Returns how many unread text messages each of your lines has.

• Action
  List Agent Sessions

  Returns call-center agents' sign-in and pause sessions.

• Action
  List Blocked Senders

  Returns the numbers blocked from texting one of your lines.

• Action
  List Call Recordings

  Returns the recordings of a call.

• Action
  List Conversations

  Returns the text-message conversations in your inbox, newest first.

• Action
  List Faxes

  Returns your sent and received faxes.

• Action
  List Fax Numbers

  Returns the fax numbers you can send from.

• Action
  List Saved Replies

  Returns your saved text-message replies.

• Action
  List Scheduled Messages

  Returns the text messages scheduled to send from one of your lines.

• Action
  List Texting Numbers

  Returns the Telebroad numbers you can send text messages from.

• Action
  List Users

  Returns every user on your Telebroad account.

• Action
  Mark Conversation Resolved

  Marks a text conversation as handled.

• Action
  Mark Line Read

  Marks every message on a texting number as read.

• Action
  Place Call

  Starts a click-to-call: rings your phone, then connects it to the number you want to call.

• Action
  Reopen Conversation

  Reopens a resolved text conversation.

• Action
  Schedule Text Message

  Schedules a text message to send later from one of your lines.

• Action
  Search Calls

  Searches your call history between two times.

• Action
  Send Fax

  Sends a fax from one of your fax numbers, with an optional cover page.

• Action
  Send Text Message

  Sends an SMS or MMS text message from one of your Telebroad texting numbers to one or more recipients.

• Action
  Unblock Sender

  Unblocks a phone number on one of your lines.

• Action
  Update Saved Reply

  Edits a saved text-message reply.

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