Connect Clarra and timelink

Both apps 73Clarra 46timelink 27

• 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
  Deleted Time Entry

  Triggers when a time entry is deleted.

• Trigger
  New Time Entry

  Triggers when a new time entry is created.

• Trigger
  Updated Time Entry

  Triggers when a time entry is updated.

• Action
  Create Client

  Creates a new client in timelink.

• Action
  Create Project

  Creates a new project in timelink, optionally assigned to a client.

• Action
  Create Service

  Creates a new service (a type of work you track time against) in timelink.

• Action
  Create Time Entry

  Creates a time entry for a user in timelink, optionally linked to a client, project and service.

• Action
  Delete client

  Deletes a client in timelink.

• Action
  Delete project

  Deletes a project in timelink.

• Action
  Delete service

  Deletes a service in timelink.

• Action
  Delete time entry

  Deletes a time entry from timelink.

• Action
  Find Client

  Finds clients whose details match the search text, optionally filtered by active status or ids.

• Action
  Find Project

  Searches projects by name or other text and returns the matching projects, optionally narrowed to one client or to active/inactive projects.

• Action
  Find Service

  Searches your timelink services by text, for example part of the service name, and returns the matching services.

• Action
  Find Time Entry

  Searches time entries by text and optional filters such as date range, client, project, service, user and billing status, returning the matching entries.

• Action
  Get client

  Returns a single client by its ID.

• Action
  Get project

  Returns a single timelink project by its ID, including its client, color, acronym and active/billable flags.

• Action
  Get service

  Returns a single service (activity type) by its ID, including name, color, acronym and billable/active status.

• Action
  Get time entry

  Returns a single time entry by its ID, including its client, project, service, description, billing flags and start/end times.

• Action
  Get user

  Returns a single timelink user by ID, including name, email, active status, timezone and language.

• Action
  List clients

  Returns the clients in your timelink account, optionally filtered by search text or active status.

• Action
  List services

  Returns the services (billable activities) in your timelink account, optionally filtered by text, active status or specific ids.

• Action
  List users

  Returns the users in your timelink company, optionally filtered by search text, active status or specific user ids.

• Action
  Update Client

  Updates an existing client in timelink. Only the fields you fill in are changed.

• Action
  Update Project

  Updates an existing project's name, client, color, billing and other details. Only the fields you fill in are changed.

• Action
  Update Service

  Updates an existing service in timelink, such as its name, color, billable or active status.

• Action
  Update Time Entry

  Updates an existing time entry in timelink, changing only the details you fill in, such as its times, description, client, project or service.

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