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Choose an Action
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Clarra
Clarra
1. Choose trigger event
monday.com
monday.com
2. Choose action
1. Select the event
Setup
Test
Clarra
Choose a trigger event
Choose a trigger
A trigger is the event that starts your Zap—like a "Account Owner" from Clarra.
Add your action
An action happens after the trigger—such as "Archive Board" in monday.com.
You’re connected!
Zapier seamlessly connects Clarra and monday.com, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Contact ID
- External ID
- Company Name
- Contact Types
- Email
- Tags
- Linked Matter
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- ClarraDocs Item Updated
Triggers when a ClarraDocs Item is updated.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Company Contact Updated
Triggers when a Contact of the Category of Company is updated.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New Expense_categories
Triggers when a new expense_categories is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New Expense_cost_centers
Triggers when a new expense_cost_centers is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New Expense_gl_codes
Triggers when a new expense_gl_codes is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Expense Updated
Triggers when an expense is updated.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Matter Updated
Triggers when a Matter is updated.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New ClarraDocs Item
Triggers when a new ClarraDocs Item is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New Company Contact
Triggers when a new Contact of the Category Company is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New Expense
Triggers when a new expense is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New Invoice
Triggers when a new invoice is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New Linked Matter
Triggers when a new Linked Matter is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New Payment
Triggers when a new payment is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New Recovery Distibution
Triggers when a new recovery distibution is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New Recovery Phase
Triggers when a new recovery phase is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New Revenue Forecast
Triggers when a new revenue forecast is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Payment Updated
Triggers when a payment is updated.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Recovery Distibution Updated
Triggers when an existing recovery distibution is updated.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Recovery Party Type
Triggers when a recovery party type updated.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Recovery Phases
Triggers when recovery phases updated.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Recovery Transaction Updated
Triggers when an existing recovery transaction is updated.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Timeslip Updated
Triggers when a Timeslip updated.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - External ID
- Matter Name with NumberRequired
- DescriptionRequired
- Date (yyyy-mm-dd)Required
- StatusRequired
- Service TypeRequired
- TagsRequired
- Notes
- FileRequired
- External Download Links
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- External ID
- Company NameRequired
- Website
- Contact Type
- Tags
- Notes
- Phone
- Phone Type
- Email
- Email Type
- Address 1
- Address 2
- City
- State
- Zip Code
- Country
- Matter Number
- Connection Type
- Key Contact (Yes/No)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- External ID
- BillableRequired
- Expense StatusRequired
- Approval Status
- Sent Status
- VendorRequired
- Date (yyyy-mm-dd)Required
- Expense Category
- Expense #
- DescriptionRequired
- QuantityRequired
- AmountRequired
- Expense Code
- GL Code
- Cost Center
- Location
- Tags
- Notes
- Matter Name (Number)||Description||Amount
- Attachments
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Start DateRequired
- End DateRequired
- Invoice DateRequired
- Revenue Forecast Name
- Timeslip Name
- Expense Name
- client Name
- Matter (Name (Number))Required
- Account NameRequired
- Account NumberRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- External ID
- Matter Name with NumberRequired
- Matter Number
- Matter TypeRequired
- Linked to matter (Matter number)
- Complex
- Primary Office Handling
- Date Opened (yyyy-mm-dd)Required
- Date Closed (yyyy-mm-dd)
- Lead Attorney (FirstName LastName (Initials))Required
- Other Attorney (FirstName LastName (Initials))
- Paralegal (FirsName LastName (Initials))
- Docketing Users (FirstName LastName (Initials))Required
- Court
- Court Case Number
- Notes
- Admin Notes
- Matter Summary
- Documents Directory
- ClarraDocs Folder
- People With View & Edit Access
- People (FirstName LastName (Initials))
- Group Name
- Excluded Group Users (FirstName LastName (Initials))
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- External ID
- First NameRequired
- Middle Name
- Last NameRequired
- Title
- Contact Type
- Tags
- Linked Company
- Phone
- Phone Type
- Email
- Email Type
- Address 1
- Address 2
- City
- State
- Zip Code
- Country
- Notes
- Matter Number
- Key Contact (Yes/No)
- Connection Type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- External ID
- Party NameRequired
- Matter Name (with number)Required
- Recovery Party TypeRequired
- Estimated Fee
- Estimated Cost
- Actual Fee
- Actual Cost
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- External ID
- Matter Name (with number)Required
- Paying PartyRequired
- Paying Party Type
- Receiving Party Name (with email)Required
- Receiving Party Type
- Recovery Amount
- Expected Date (yyyy-mm-dd)
- Received Date (yyyy-mm-dd)
- Notes
- FileRequired
- External Download Link (Optional)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- External ID
- Date (yyyy-mm-dd)Required
- Duration (hh:mm)Required
- Timekeeper (Initial)Required
- Matter Name with NumberRequired
- Activity CodeRequired
- Task CodeRequired
- DescriptionRequired
- Notes
- Communication ID
- Billable
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ClarraDocs IDRequired
- External ID
- Matter Name with NumberRequired
- DescriptionRequired
- Date (yyyy-mm-dd)Required
- StatusRequired
- Service TypeRequired
- TagsRequired
- Notes
- FileRequired
- External Download Links
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Contact ID
- External ID
- Company NameRequired
- Website
- Contact Type
- Tags
- Notes
- Phone
- Phone Type
- Email
- Email Type
- Address 1
- Address 2
- City
- State
- Zip Code
- Country
- Matter Number
- Connection Type
- Key Contact (Yes/No)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Expense IDRequired
- External ID
- BillableRequired
- Expense StatusRequired
- Sent Status
- VendorRequired
- Date (yyyy-mm-dd)Required
- Expense Category
- Expense #
- DescriptionRequired
- QuantityRequired
- AmountRequired
- Expense Code
- GL Code
- Cost Center
- Location
- Tags
- Notes
- Matter Name (Number)||Description||Amount
- Attachments
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Invoice IDRequired
- External ID
- Invoice Number
- Invoice DateRequired
- Invoice Terms
- Due Date
- PO Number
- Billed Contact FirstName LastName (Email)
- Account Name
- Account Number
- Payee Account Name
- Payee Account Number
- Note
- Terms and Conditions
- Invoice Status
- Type Name
- Start Date (yyyy-mm-dd)Required
- Amount
- ID
- Descriptions
- Item Status
- Matter Name (Number)
- Task Code
- Date
- Activity Code
- Rates
- Hours
- ID
- Item Status
- Descriptions
- Timeslip Matter Name (Number)
- Expense Category
- Date
- Expense Code
- Expense Totals
- ID
- Item Status
- Expense Descriptions
- Expense Matter Name (Number)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Payment IDRequired
- External ID
- Payment Date (yyyy-mm-dd)Required
- Payment Number
- Payor Account NameRequired
- Payor Account NumberRequired
- Payee Account NameRequired
- Payee Account NumberRequired
- Payment MethodRequired
- Payment StatusRequired
- Payment TypeRequired
- AmountRequired
- Reference
- Transaction ID
- Cheque Number
- Notes
- Expense Number||Matter Name (Number)||Amount
- Invoice Number||Amount
- Matter Name (Number)||Amount
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Distribution IDRequired
- Receiving Party Name (with email)Required
- Receiving Party Type
- Distributed Amount
- Expected Date (yyyy-mm-dd)
- Received Date (yyyy-mm-dd)
- Is Deleted
- Notes
- FileRequired
- External Download Link (Optional)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Distribution IDRequired
- External ID
- Recovery Phase Type
- Contact - FirstName Lastname (Email)Required
- AmountRequired
- Actual Date (yyyy-mm-dd)
- Notes
- Is Deleted
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Revenue Forcast IDRequired
- External ID
- Matter Name with NumberRequired
- Start Date (yyyy-mm-dd)Required
- End Date (yyyy-mm-dd)
- Payor (Firstname Lastname (email))Required
- Payee (Firstname Lastname (email))Required
- AmountRequired
- Fee Type
- Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Account Name
- Account Number
- Account Owner
- Account Type
ActionThis is an event a Zap performs.SearchFind existing data in your app- Contact ID
- External ID
- Company Name
- Contact Types
- Email
- Tags
- Linked Matter
ActionThis is an event a Zap performs.SearchFind existing data in your app- Matter Number
- Matter Name
- Expense ID
- Expense Number
- Vendor Name
- Expense Date
- Expense Category
- Approval Status
- Sent Status?
- GL Code
- Cost Center
- Location
ActionThis is an event a Zap performs.SearchFind existing data in your app- Invoice Number
- Invoice Status
- Matter Number
- Matter Name
- Approval Status
- Sent Status
- Invoice Start Date
- Invoice End Date
- Due Start Date
- Due End Date
- Total Start Amount
- Total End Amount
- Billed To
- PO Number
- Invoice Terms
- Terms and Conditions
- Notes
ActionThis is an event a Zap performs.SearchFind existing data in your app- Payment Number
- Payor Account
- Payee Account
- Transaction ID
ActionThis is an event a Zap performs.SearchFind existing data in your app- Distribution ID
- Recovery Transaction IDRequired
- Receiving Party Name (with email)
- Receiving Party Type
- Recovery Amount
- Distributed Amount
- Expected Date (yyyy-mm-dd)
- Received Date (yyyy-mm-dd)
- Notes
ActionThis is an event a Zap performs.SearchFind existing data in your app- Distribution IDRequired
- Recovery Phase Type
- Matter Name (with number)Required
- Party NameRequired
- AmountRequired
- Is Deleted
- Actual Date (yyyy-mm-dd)
- Notes
ActionThis is an event a Zap performs.SearchFind existing data in your app- Matter Number
- Matter Name
- Revenue Forecast Type
- Start DateRequired
- End DateRequired
- Recurring Every
- Payor (Firstname Lastname (email))Required
- Payee (Firstname Lastname (email))Required
- Type Name
ActionThis is an event a Zap performs.SearchFind existing data in your app- Board IDRequired
- Group Names to trigger on
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Board IDRequired
- Column IDRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- New User
Triggers when a new user joins your monday.com account.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Board IDRequired
- Group IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Board IDRequired
- Item IDRequired
- New Item Name ValueRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Board NameRequired
- Board KindRequired
- Template Id
- Workspace Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Board IDRequired
- Group Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Board IDRequired
- Item NameRequired
- Subitem Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Board IDRequired
- Group IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Board IDRequired
- Group IDRequired
- New Group Title
- Should add group to top?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Board IDRequired
- Item IDRequired
- Column IDRequired
- FileRequired
- File NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Board IDRequired
- Column IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Board IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Board IDRequired
- Item IDRequired
- Column IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Board IDRequired
- Item IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
- Account Updated
Triggers when an account is updated.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Updated Communications Log
Triggers when a Communication Log is updated.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Event Updated
Triggers when an Event is updated.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New Expense_codes
Triggers when a new expense_codes is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Expense Forecast Updated
Triggers when an existing expense forecast updated.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New Expense_locations
Triggers when a new expense_locations is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Invoice Updated
Triggers when an invoice is updated.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New Account
Triggers when a new account is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New Communication Log
Triggers when a new Communication Log is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New Event
Triggers when a new Event is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New Expense Forecast
Triggers when a new expense forecast is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New Linked Contact
Triggers when a new Linked Contact is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New Matter
Triggers when a new Matter is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New Individual Contact
Triggers when a new Contact of the Category Individual is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New Recovery Party
Triggers when a new recovery party is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New Recovery Transaction
Triggers when a new recovery transaction is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New Timeslip
Triggers when a new Timeslip is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Individual Contact Updated
Triggers when a Contact of the Category of Individual is updated.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Recovery Party
Triggers when Recovery Party updated
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Recovery Party Updated
Triggers when an existing recovery party is updated.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Recovery Phase Updated
Triggers when an existing recovery phase is updated.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Revenue Forecast Updated
Triggers when a revenue forecast is updated.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - External ID
- Account NameRequired
- Account Number
- Account TypeRequired
- Account Holder Contact IDRequired
- Balance
- Billing Contact ID
- Primary Contact ID
- Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- External ID
- Communication TypeRequired
- SubjectRequired
- DescriptionRequired
- Date (yyyy-mm-dd)Required
- Time (hh:mm:ss)
- Matter Name with Number (Name (Number))
- To (FirstName LastName (Email) OR Phone)
- Sender is a contact
- To (FirstName Lastname (Email) OR Phone)
- Recipient is a contact
- Tags
- Attachments
- External Download Links
- Time ZoneRequired
- Create ClarraDocs
- ClarraDocs Status
- Service Type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- External ID
- Event TypeRequired
- MilestoneRequired
- Event CodeRequired
- Date (yyyy-mm-dd)Required
- Time (hh:mm)Required
- Duration (hh:mm)Required
- Time ZoneRequired
- DescriptionRequired
- Matter ID
- Recurring Event (Default is No)Required
- Matter Name with Number (Name (Number))
- Assigned To (FirstName LastName (Initial))Required
- Followers (FirstName LastName (Initial))
- StatusRequired
- Notes
- Reminders (1,3,..)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- External ID
- Matter Name with NumberRequired
- BillableRequired
- Date (yyyy-mm-dd)Required
- VendorRequired
- AmountRequired
- Expense Category
- Expense Code
- DescriptionRequired
- Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Start DateRequired
- End DateRequired
- Invoice DateRequired
- Revenue Forecast Name
- Timeslip Name
- Expense Name
- client Name
- Matter (Name (Number))Required
- Account NameRequired
- Account NumberRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- External ID
- Payment Date (yyyy-mm-dd)Required
- Payment Number
- Payor Account NameRequired
- Payor Account NumberRequired
- Payee Account NameRequired
- Payee Account NumberRequired
- Payment MethodRequired
- Payment StatusRequired
- Payment TypeRequired
- AmountRequired
- Reference
- Transaction ID
- Cheque Number
- Notes
- Expense Number||Matter Name (Number)||Amount
- Invoice Number||Amount
- Matter Name (Number)||Amount
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Recovery Transaction IDRequired
- Receiving Party Name (with email)Required
- Receiving Party Type
- Distributed Amount
- Expected Date (yyyy-mm-dd)
- Received Date (yyyy-mm-dd)
- Notes
- FileRequired
- External Download Link (Optional)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Recovery Phase Type
- Matter Name (Number)Required
- Contact - FirstName Lastname (Email)Required
- AmountRequired
- Actual Date (yyyy-mm-dd)
- Notes
- External ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- External ID
- Matter Name with NumberRequired
- Revenue Forecast TypeRequired
- Start Date (yyyy-mm-dd)Required
- End Date (yyyy-mm-dd)
- Recurring Mode
- Payor (Firstname Lastname (email))Required
- Payee (Firstname Lastname (email))Required
- AmountRequired
- Fee Type
- Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Account IDRequired
- External ID
- Account NameRequired
- Account Number
- Account TypeRequired
- Account Holder Contact IDRequired
- Billing Contact ID
- Primary Contact ID
- Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Communication ID
- External ID
- SubjectRequired
- DescriptionRequired
- Date (yyyy-mm-dd)Required
- Time (hh:mm:ss)
- Matter Name with Number (Name (Number))
- To (FirstName LastName (Email) OR Phone)
- Sender is a contact
- To (FirstName Lastname (Email) OR Phone)
- Recipient is a contact
- Tags
- Attachments
- External Download Links
- Time Zone
- Create ClarraDocs
- ClarraDocs Status
- Service Type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Event IDRequired
- External ID
- Event TypeRequired
- MilestoneRequired
- Event CodeRequired
- Date (yyyy-mm-dd)Required
- Time (hh:mm)Required
- Duration (hh:mm)Required
- Time ZoneRequired
- DescriptionRequired
- Matter Name with Number (Name (Number))
- Assigned To (FirstName LastName (Initial))Required
- Followers (FirstName LastName (Initial))
- StatusRequired
- Notes
- Reminders (1,3,..)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Expense Forecast IDRequired
- External ID
- Matter Name with NumberRequired
- BillableRequired
- Date (yyyy-mm-dd)Required
- VendorRequired
- AmountRequired
- Expense Category
- Expense Code
- DescriptionRequired
- Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Matter IDRequired
- External ID
- Matter Number
- Matter Name with NumberRequired
- Matter TypeRequired
- Complex
- Primary Office Handling
- Date Opened (yyyy-mm-dd)Required
- Date Closed (yyyy-mm-dd)
- Lead Attorney (FirstName LastName (Initials))Required
- Other Attorney (FirstName LastName (Initials))
- Paralegal (FirsName LastName (Initials))
- Docketing Users (FirstName LastName (Initials))Required
- Court
- Court Case Number
- Notes
- Admin Notes
- Matter Summary
- Linked to matter (Matter number)
- Documents Directory
- ClarraDocs Folder
- People With View & Edit Access
- People (FirstName LastName (Initials))
- Group Name
- Excluded Group Users (FirstName LastName (Initials))
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Contact ID
- External ID
- First NameRequired
- Middle Name
- Last NameRequired
- Title
- Contact Type
- Tags
- Linked Company
- Phone
- Phone Type
- Email
- Email Type
- Address 1
- Address 2
- City
- State
- Zip Code
- Country
- Notes
- Matter Number
- Connection Type
- Key Contact (Yes/No)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Distribution IDRequired
- External ID
- Party NameRequired
- Recovery Party TypeRequired
- Estimated Fee
- Estimated Cost
- Actual Fee
- Actual Cost
- Is Deleted
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Distribution IDRequired
- External ID
- Paying Party
- Paying Party Type
- Receiving Party Name (with email)Required
- Receiving Party Type
- Recovery Amount
- Expected Date (yyyy-mm-dd)
- Received Date (yyyy-mm-dd)
- Notes
- Is Deleted
- FileRequired
- External Download Link (Optional)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Timeslip IDRequired
- External ID
- Date (yyyy-mm-dd)Required
- Duration (hh:mm)Required
- Timekeeper (Initial)Required
- Matter Name with NumberRequired
- Activity CodeRequired
- Task CodeRequired
- DescriptionRequired
- Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Communication ID
- External ID
- Matter Name
- Matter Number
- StatusRequired
- From Date (yyyy-mm-dd)
- To Date (yyyy-mm-dd)
- Type
- To (FirstName LastName (Email) OR Phone)
- To (FirstName Lastname (Email) OR Phone)
- Tags
- SubjectRequired
- DescriptionRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- External ID
- Event IDRequired
- DescriptionRequired
- Event Type
- Milestone
- Event Code
- Date (yyyy-mm-dd)Required
- Matter Name
- Matter Number
- Assigned To
- StatusRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Matter Number
- Matter Name
- Vendor
- Expense Category
- Expense Code
ActionThis is an event a Zap performs.SearchFind existing data in your app- Matter IDRequired
- External ID
- Matter Name
- Matter Number
- Matter Type
- Date Opened (yyyy-mm-dd)
- Date Closed (yyyy-mm-dd)
ActionThis is an event a Zap performs.SearchFind existing data in your app- Contact ID
- External ID
- First Name
- Last Name
- Contact Types
- Email
- Tags
- Linked Company
- Linked Matter
ActionThis is an event a Zap performs.SearchFind existing data in your app- Distribution IDRequired
- External ID
- Party NameRequired
- Matter Name (with number)Required
- Recovery Party TypeRequired
- Estimated Fee
- Estimated Cost
- Actual Fee
- Actual Cost
ActionThis is an event a Zap performs.SearchFind existing data in your app- Distribution IDRequired
- Paying PartyRequired
- Paying Party Type
- Receiving Party Name (with email)Required
- Receiving Party Type
- Matter Name (with number)Required
- Recovery Amount
- Expected Date (yyyy-mm-dd)
- Received Date (yyyy-mm-dd)
- Notes
ActionThis is an event a Zap performs.SearchFind existing data in your app- Timeslip IDRequired
- External ID
- DescriptionRequired
- Date (yyyy-mm-dd)Required
- Timekeeper
- Matter Name
- Matter Number
- Activity Code
- Task Code
ActionThis is an event a Zap performs.SearchFind existing data in your app- Item_created_in_board_copy
- Board IDRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- New Board
Triggers when a new board is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Board IDRequired
- Column IDsRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Board IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Item IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Board IDRequired
- Item IDRequired
- Override empty fields
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Board IDRequired
- Title
- Column TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Board IDRequired
- Group IDRequired
- Item NameRequired
- Subitem Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Item IDRequired
- BodyRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Item IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Board IDRequired
- Item IDRequired
- Subitem IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- BodyRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Board IDRequired
- User :Required
ActionThis is an event a Zap performs.SearchFind existing data in your app- Board IDRequired
- Item IDRequired
- Column IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Board IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Board IDRequired
- User :Required
ActionThis is an event a Zap performs.SearchFind existing data in your app
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Connect Clarra and monday.com to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
Automate your lead management and improve conversions
With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
Create more impactful campaigns with automation
Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
Provide world-class support with a little help from automation
Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
Automate your way to actionable, up-to-date data
The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
Resolve incidents faster with automation
Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
Learn how to automate monday.com on the Zapier blog
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