Clarra and Salesflare

Task Management clarra.com ↗

How to connect Clarra

Via Zapier — 100 operations available. Set it up ↗

What you can automate

When account Updated in Clarra, find or create account in Salesflare.
When company Contact Updated in Clarra, find or create account in Salesflare.
When invoice Updated in Clarra, create opportunity, then find or create contact in Salesflare.
When new Account in Clarra, find or create account in Salesflare.
When new Company Contact in Clarra, find or create account in Salesflare.
When new Invoice in Clarra, create opportunity, then find or create contact in Salesflare.

About Clarra

Clarra is a case and practice management tool for law firms.

Clarra operations on Zapier

Triggers (39)

Start a workflow when this happens

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 of Company is updated.
Event Updated — Triggers when an Event is updated.
Expense Forecast Updated — Triggers when an existing expense forecast updated.

Show 34 more triggers

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 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 Plaintiff — Triggers when a new plaintiff is created in system.
New Recovery Distibution — Triggers when a new recovery distibution 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.
Plaintiff Updated — Triggers when a plaintiff is updated in system
Recovery Distibution Updated — Triggers when an existing recovery distibution is updated.
Recovery Party — Triggers when Recovery Party updated
Recovery Party Updated — Triggers when an existing recovery party is updated.
Recovery Phase Updated — Triggers when an existing recovery phase is 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 updated.
Updated Communications Log — Triggers when a Communication Log is updated.

Actions (43)

Things Salesflare can make it do

Create Account — Creates a new account, probably with input from previous steps.
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 Company Plaintiff — Creates a new company plaintiff, probably with input from previous steps.

Show 38 more actions

Create Event — Creates an Event in the system.
Create Expense — Creates a new expense, probably with input from previous steps.
Create Expense Forecast — Creates a new expense forecast, probably with input from previous steps.
Create Individual Contact — Creates a Contact of the Category Individual.
Create Individual Plaintiff — Creates a new individual plaintiff, probably with input from previous steps.
Create Invoice by Client — Creates a new invoice by client probably with input from previous steps.
Create Invoice by Matter — Creates a new invoice by matter probably with input from previous steps.
Create Matter — Creates a Matter in the system.
Create Payment — Creates a new payment, probably with input from previous steps.
Create Plaintiff Note — Creates a new plaintiff note, probably with input from previous steps.
Create Plaintiff Profile — Creates a new plaintiff profile, probably with input from previous steps.
Create Recovery Distibution — Creates a new recovery distibution, probably with input from previous steps.
Create Recovery Party — Creates a new recovery party, probably with input from previous steps.
Create Recovery Phase — Creates a new recovery phase, probably with input from previous steps.
Create Recovery Transaction — Creates a new recovery transaction, probably with input from previous steps.
Create Revenue Forecast — Creates a new revenue forecast, probably with input from previous steps.
Create Timeslip — Creates a Timeslip in the system.
Update Account — Update account, probably with input from previous steps.
Update ClarraDocs Item — Updates a ClarraDocs Item.
Update Communication Log — Update a Communication Log.
Update Company Contact — Updates a Contact of the Category Company.
Update Company Plaintiff — Update a company plaintiff, probably with input from previous steps.
Update Event — Updates an Event in the system.
Update Expense — Update expense, probably with input from previous steps.
Update Expense Forecast — Update expense forecast, probably with input from previous steps.
Update Individual Contact — Updates a Contact of the Category Individual.
Update Individual Plaintiff — Update an individual plaintiff, probably with input from previous steps.
Update Invoice — Update existing invoice, probably with input from previous steps.
Update Matter — Updates a Matter in the system.
Update Payment — Updates payment, probably with input from previous steps.
Update Plaintiff Note — Update a plaintiff note, probably with input from previous steps.
Update Plaintiff Profile — Update plaintiff profile, probably with input from previous steps.
Update Recovery Distibution — Update an existing recovery distibution, probably with input from previous steps.
Update Recovery Party — Update an existing recovery party, probably with input from previous steps.
Update Recovery Phase — Update Recovery Phase, probably with input from previous steps.
Update Recovery Transaction — Update an existing recovery transaction, probably with input from previous steps.
Update Revenue Forecast — Update an existing revenue forecast, probably with input from previous steps.
Update Timeslip — Updates a Timeslip in the system.