Connect Clarra and Wodify Core

Both apps 72Clarra 46Wodify Core 26

• 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
  Client Sign In

  Triggers when a client signs into a class, returning the sign-in with its client, class, program, location and membership details.

• Trigger
  New/Updated Client

  Triggers when a client is added or an existing client is updated in Wodify.

• Trigger
  New/Updated Lead

  Triggers when a lead is created or updated in Wodify.

• Trigger
  Tag Changed on Client

  Triggers when a client's tags change (a tag is added to or removed from a client).

• Trigger
  Tag Changed on Lead

  Triggers when a lead's tags change (a tag is added or removed), checking the most recently updated leads.

• Action
  Add class

  Creates a new one-off class on the Wodify schedule for a program and location, and returns the created class.

• Action
  Add class reservation

  Reserves a spot in a class for a client, optionally as a recurring reservation.

• Action
  Add membership

  Creates a new membership for a client from a membership template. Values you leave blank are filled in from the template.

• Action
  Add Tag to Client

  Adds one or more tags to a Wodify client and returns the client's current tags.

• Action
  Add Tag to Lead

  Adds one or more tags to a Wodify lead and returns the lead's current tags.

• Action
  Add/Update Client

  Creates a new Wodify client, or updates an existing client when a Client ID is supplied. Fields left blank are not changed.

• Action
  Add/Update Lead

  Creates a new lead in Wodify, or updates an existing lead when a Lead ID is supplied.

• Action
  Convert lead to client

  Converts a Lead into a Client. Any details you leave blank keep the Lead's existing values.

• Action
  Delete client

  Deletes an inactive Wodify client by its ID.

• Action
  Delete lead

  Deletes a lead record from Wodify by its ID.

• Action
  Find leads by criteria

  Searches your Wodify leads with a search query and returns the matching leads.

• Action
  Get Client

  Returns a Wodify client record by its id, including contact details, status, tags, memberships flags and custom field answers.

• Action
  Get Lead

  Returns a single Wodify lead record by its lead ID.

• Action
  Get membership

  Returns a single membership record by its membership ID.

• Action
  List clients

  Returns the clients in your Wodify account.

• Action
  List employees

  Returns the employees (staff and coaches) in your Wodify account.

• Action
  List invoices

  Returns the invoices in your Wodify gym, with amounts, status, due and paid dates, and the client or lead each one belongs to.

• Action
  List leads

  Returns the leads in your Wodify account, up to 100 at a time.

• Action
  List memberships

  Returns the memberships in your Wodify account, up to 100 at a time.

• Action
  Remove Tag From Client

  Removes one or more tags from a Wodify client and returns the client's remaining tags.

• Action
  Remove Tag From Lead

  Removes the given tags from a Wodify lead and returns the lead's remaining tags.

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