Connect Clarra and Uscreen

Both apps 85Clarra 46Uscreen 39

• 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 Invoice

  Triggers when a new invoice is created in your Uscreen storefront.

• Trigger
  New User

  Triggers when a new customer is added to your Uscreen storefront.

• Trigger
  New Video View

  Triggers when a customer views a video in your Uscreen storefront.

• Trigger
  User Updated

  Triggers when a customer in your Uscreen storefront is added or updated.

• Action
  Add Group Member

  Adds a person to a team group as a member or manager.

• Action
  Assign User Access

  Grants a customer access to a bundle, rental or subscription offer.

• Action
  Cancel Customer Subscription

  Cancels the customer's active subscription.

• Action
  Create Customer Subscription

  Starts a subscription for a customer.

• Action
  Create Group

  Creates a team group on a subscription plan.

• Action
  Create User

  Creates a new customer in your Uscreen storefront and, unless skipped, sends them an invite email.

• Action
  Delete Group

  Deletes a team group.

• Action
  Generate Sign-On Link

  Generates a single sign-on link that logs the customer into your storefront.

• Action
  Get Content

  Returns one video, collection or live event.

• Action
  Get Customer

  Returns one customer by ID or email.

• Action
  Get Customer Access

  Returns one access record for a customer.

• Action
  Get Customer Subscription

  Returns the customer's active subscription.

• Action
  Get Invoice

  Returns one invoice by ID.

• Action
  Get Offer

  Returns one offer by ID.

• Action
  Get Playlist Item

  Returns one playlist item of a collection.

• Action
  Get Total Watch Time

  Returns total watch time for a customer or content in a date range.

• Action
  Get Video

  Returns one uploaded video by ID.

• Action
  Get Video Views

  Returns video view records for a customer or content in a date range.

• Action
  Get Video Views Summary

  Returns view counts and watch time per customer and video in a date range.

• Action
  List Contents

  Returns a page of videos, collections and live events.

• Action
  List Customer Accesses

  Returns the bundles and subscriptions a customer has access to.

• Action
  List Customers

  Returns a page of customers, optionally filtered by a date range.

• Action
  List Email Topics

  Returns your storefront's email topics.

• Action
  List Group Members

  Returns the members of a team group.

• Action
  List Groups

  Returns a page of team groups.

• Action
  List Invoices

  Returns a page of invoices, optionally filtered by date range.

• Action
  List Offers

  Returns your subscription, bundle and rental offers.

• Action
  List Playlist Items

  Returns the playlist items and files of a collection.

• Action
  List Videos

  Returns a page of uploaded videos.

• Action
  Publish Content

  Publishes a video, collection or live event.

• Action
  Remove Group Member

  Removes a person from a team group.

• Action
  Revoke Customer Access

  Revokes a customer's access to a bundle or subscription.

• Action
  Schedule Content

  Schedules a video or collection for future publication.

• Action
  Unpublish Content

  Unpublishes a video, collection or live event.

• Action
  Update Customer

  Updates a customer's name, email, password, custom fields or tags.

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