Zapier and Clarra Public API Integrations

Clarra provides Users with multiple options to incorporate additional third-party integrations that aren’t already on the platform. You can read our guide about Clarra's Public API to learn about creating your own integrations, and in this article we’ll explore using Zapier with Clarra.

Zapier is a hub for integrating applications. With Zapier, you can integrate Clarra with more than 7,000 applications to automate your workflows. You can create no-code / low-code automation Zaps, further streamlining how you use Clarra and connect it with other applications.

Navigate to create a Zap:

1. First, sign up for a free account on Zapier
2. Once registered, search for “Clarra”
3. Click on Clarra, and search for a pairing app on the Clarra page
4. Select the app you want to integrate with Clarra
5. Click “Connect these apps”

You will now be on the Zap creation page.

Create a Zap:

1. Choose Trigger and Action Events for each application
   • Trigger Events initiate the Zap, and trigger subsequent Action Events
   • The first step in a Zap will be a Trigger Event, followed by an Action Event
   • Each application has its own set of available Trigger and Action Events. See the list below for available Trigger Events and Action Events in Clarra.
2. Select which account you will be using for each application
   • For Clarra, connect your Clarra Account
   • For the app you are integrating Clarra with, connect your account for that app (Ex: If you’re integrating Google Forms with Clarra, connect your Google account)
3. Press “Continue”
4. Configure the selected Events further
   • Configuration is used to specify where and how Events will occur, as well as additional details and settings
5. Press “Continue”
6. Test the Zap
7. Click “Publish” on the top right to publish the Zap

List of Trigger Events in Clarra:

• Account Owner
  • Triggers when a list of Contacts is updated
• Account Updated
  • Triggers when an Account is updated.
• ClarraDocs Item Updated
  • Triggers when a ClarraDocs Item is updated.
• Company Contact Updated
  • Triggers when a Contact of the category Company is updated.
• Event Updated
  • Triggers when an Event is updated.
• Expense Forecast Updated
  • Triggers when an existing Expense Forecast is updated.
• Expense Updated
  • Triggers when an Expense is updated.
• Individual Contact Updated
  • Triggers when a Contact of the Category of Individual is updated.
• Invoice Updated
  • Triggers when an Invoice is updated.
• Matter Updated
  • Triggers when a Matter is updated.
• New Account
  • Triggers when a new Account is created.
• New ClarraDocs Item
  • Triggers when a new ClarraDocs Item is created.
• New Communication Log
  • Triggers when a new Communication Log is created.
• New Company Contact
  • Triggers when a new Contact of the Category Company is created.
• New Event
  • Triggers when a new Event is created.
• New Expense
  • Triggers when a new Expense is created.
• New Expense Forecast
  • Triggers when a new Expense Forecast is created.
• New Expense Categories
  • Triggers when a new Expense Category is created.
• New Expense Codes
  • Triggers when a new Expense Code is created.
• New Expense Cost Centers
  • Triggers when a new Expense Cost Center is created.
• New Expense GL Codes
  • Triggers when a new Expense GL Code is created.
• New Expense Locations
  • Triggers when a new Expense Location is created.
• New Individual Contact
  • Triggers when a new Contact of the Category Individual is created.
• New Invoice
  • Triggers when a new Invoice is created.
• New Linked Contact
  • Triggers when a new Linked Contact is created.
• New Linked Matter
  • Triggers when a new Linked Matter is created.
• New Matter
  • Triggers when a new Matter is created.
• New Payment
  • Triggers when a new Payment is created.
• New Recovery Distribution
  • Triggers when a new Recovery Distribution is created.
• New Recovery Party
  • Triggers when a new Recovery Party is created.
• New Recovery Phase
  • Triggers when a new Recovery Phase is created.
• New Recovery Transaction
  • Triggers when a new Recovery transaction is created.
• New Revenue Forecast
  • Triggers when a new Revenue Forecast is created.
• New Timeslip
  • Triggers when a new Timeslip is created.
• Payment Updated
  • Triggers when a Payment is updated.
• Recovery Distribution Updated
  • Triggers when an existing Recovery Distribution is updated.
• Recovery Party
  • Triggers when a Recovery Party updated
• Recovery Party Type
  • Triggers when a Recovery Party type is updated.
• Recovery Party Updated
  • Triggers when an existing Recovery Party is updated.
• Recovery Phase Updated
  • Triggers when an existing Recovery Phase is updated.
• Recovery Phases
  • Triggers when Recovery Phases are updated.
• Recovery Transaction Updated
  • Triggers when an existing Recovery transaction is updated.
• Revenue Forecast Updated
  • Triggers when a Revenue Forecast is updated.
• Timeslip Updated
  • Triggers when a Timeslip is updated.
• Updated Communications Log
  • Triggers when a Communications Log is updated.

List of Action Events in Clarra:

• Create Account
  • Creates a new account.
• Create ClarraDocs Item
  • Creates a ClarraDocs Item.
• Create Communication Log
  • Create a Communication Log.
• Create Company Contact
  • Creates a Contact of the Category Company.
• Create Event
  • Creates an Event in the system.
• Create Expense
  • Creates a new Expense.
• Create Expense Forecast
  • Creates a new Expense Forecast.
• Create Individual Contact
  • Creates a Contact of the Category Individual.
• Create Invoice by Client
  • Creates a new Invoice by Client.
• Create Invoice by Matter
  • Creates a new Invoice by Matter.
• Create Matter
  • Creates a Matter in the system.
• Create Payment
  • Creates a new payment.
• Create Recovery Distribution
  • Creates a new Recovery Distribution.
• Create Recovery Party
  • Creates a new Recovery Party.
• Create Recovery Phase
  • Creates a new Recovery Phase.
• Create Recovery Transaction
  • Creates a new Recovery transaction.
• Create Revenue Forecast
  • Creates a new revenue forecast.
• Create Timeslip
  • Creates a Timeslip in the system.
• Update Account
  • Updates an Account.
• Update ClarraDocs Item
  • Updates a ClarraDocs Item.
• Update Communication Log
  • Updates a Communication Log.
• Update Company Contact
  • Updates a Contact of the Category Company.
• Update Event
  • Updates an Event in the system.
• Update Expense
  • Updates an Expense.
• Update Expense Forecast
  • Updates an Expense Forecast.
• Update Individual Contact
  • Updates a Contact of the Category Individual.
• Update Invoice
  • Updates an existing Invoice.
• Update Matter
  • Updates a Matter in the system.
• Update Payment
  • Updates a payment.
• Update Recovery Distribution
  • Updates an existing Recovery Distribution.
• Update Recovery Party
  • Updates an existing Recovery Party.
• Update Recovery Phase
  • Updates a Recovery Phase.
• Update Recovery Transaction
  • Updates an existing Recovery Transaction.
• Update Revenue Forecast
  • Updates an existing Revenue Forecast.
• Update Timeslip
  • Updates a Timeslip in the system.
• Find Account
  • Finds an Account in the system.
• Find Communications Log
  • Finds a Communications Log.
• Find Company Contact
  • Finds a Contact of the Category Company.
• Find Event
  • Finds an Event in the system.
• Find Expense
  • Finds an Expense in the system.
• Find Expense Forecast
  • Finds an Expense Forecast in the system.
• Find Individual Contact
  • Finds a Contact of the Category Individual.
• Find Invoice
  • Finds an Invoice
• Find Matter
  • Finds a Matter in the system.
• Find Payment
  • Finds a payment in the system.
• Find Recovery Distribution
  • Finds a Recovery distribution.
• Find Recovery Party
  • Finds a Recovery Party.
• Find Recovery Phase
  • Finds a Recovery Phase.
• Find Recovery Transaction
  • Finds a Recovery transaction.
• Find Revenue Forecast
  • Find a Revenue Forecast in the system.
• Find Timeslip
  • Find a Timeslip in the system