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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

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 "Attach File(s) or Note" in QuickBooks Online.

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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
Trigger
Polling
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ClarraDocs Item Updated
Triggers when a ClarraDocs Item is updated.
Trigger
Polling
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Company Contact Updated
Triggers when a Contact of the Category of Company is updated.
Trigger
Polling
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New Expense_categories
Triggers when a new expense_categories is created.
Trigger
Polling
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New Expense_cost_centers
Triggers when a new expense_cost_centers is created.
Trigger
Polling
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New Expense_gl_codes
Triggers when a new expense_gl_codes is created.
Trigger
Polling
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Expense Updated
Triggers when an expense is updated.
Trigger
Polling
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Matter Updated
Triggers when a Matter is updated.
Trigger
Polling
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New ClarraDocs Item
Triggers when a new ClarraDocs Item is created.
Trigger
Polling
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New Company Contact
Triggers when a new Contact of the Category Company is created.
Trigger
Polling
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New Expense
Triggers when a new expense is created.
Trigger
Polling
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New Invoice
Triggers when a new invoice is created.
Trigger
Polling
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New Linked Matter
Triggers when a new Linked Matter is created.
Trigger
Polling
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New Payment
Triggers when a new payment is created.
Trigger
Polling
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New Recovery Distibution
Triggers when a new recovery distibution is created.
Trigger
Polling
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New Recovery Phase
Triggers when a new recovery phase is created.
Trigger
Polling
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New Revenue Forecast
Triggers when a new revenue forecast is created.
Trigger
Polling
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Payment Updated
Triggers when a payment is updated.
Trigger
Polling
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Recovery Distibution Updated
Triggers when an existing recovery distibution is updated.
Trigger
Polling
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Recovery Party Type
Triggers when a recovery party type updated.
Trigger
Polling
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Recovery Phases
Triggers when recovery phases updated.
Trigger
Polling
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Recovery Transaction Updated
Triggers when an existing recovery transaction is updated.
Trigger
Polling
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Timeslip Updated
Triggers when a Timeslip updated.
Trigger
Polling
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- External ID
- Matter Name with Number
  Required
- Description
  Required
- Date (yyyy-mm-dd)
  Required
- Status
  Required
- Service Type
  Required
- Tags
  Required
- Notes
- File
  Required
- External Download Links
Action
Write
- External ID
- Company Name
  Required
- 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)
Action
Write
- External ID
- Billable
  Required
- Expense Status
  Required
- Approval Status
- Sent Status
- Vendor
  Required
- Date (yyyy-mm-dd)
  Required
- Expense Category
- Expense #
- Description
  Required
- Quantity
  Required
- Amount
  Required
- Expense Code
- GL Code
- Cost Center
- Location
- Tags
- Notes
- Matter Name (Number)||Description||Amount
- Attachments
Action
Write
- Start Date
  Required
- End Date
  Required
- Invoice Date
  Required
- Revenue Forecast Name
- Timeslip Name
- Expense Name
- client Name
- Matter (Name (Number))
  Required
- Account Name
  Required
- Account Number
  Required
Action
Write
- External ID
- Matter Name with Number
  Required
- Matter Number
- Matter Type
  Required
- 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))
Action
Write
- External ID
- First Name
  Required
- Middle Name
- Last Name
  Required
- 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
Action
Write
- External ID
- Party Name
  Required
- Matter Name (with number)
  Required
- Recovery Party Type
  Required
- Estimated Fee
- Estimated Cost
- Actual Fee
- Actual Cost
Action
Write
- External ID
- Matter Name (with number)
  Required
- Paying Party
  Required
- 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
- File
  Required
- External Download Link (Optional)
Action
Write
- External ID
- Date (yyyy-mm-dd)
  Required
- Duration (hh:mm)
  Required
- Timekeeper (Initial)
  Required
- Matter Name with Number
  Required
- Activity Code
  Required
- Task Code
  Required
- Description
  Required
- Notes
- Communication ID
- Billable
Action
Write
- ClarraDocs ID
  Required
- External ID
- Matter Name with Number
  Required
- Description
  Required
- Date (yyyy-mm-dd)
  Required
- Status
  Required
- Service Type
  Required
- Tags
  Required
- Notes
- File
  Required
- External Download Links
Action
Write
- Contact ID
- External ID
- Company Name
  Required
- 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)
Action
Write
- Expense ID
  Required
- External ID
- Billable
  Required
- Expense Status
  Required
- Sent Status
- Vendor
  Required
- Date (yyyy-mm-dd)
  Required
- Expense Category
- Expense #
- Description
  Required
- Quantity
  Required
- Amount
  Required
- Expense Code
- GL Code
- Cost Center
- Location
- Tags
- Notes
- Matter Name (Number)||Description||Amount
- Attachments
Action
Write
- Invoice ID
  Required
- External ID
- Invoice Number
- Invoice Date
  Required
- 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)
Action
Write
- Payment ID
  Required
- External ID
- Payment Date (yyyy-mm-dd)
  Required
- Payment Number
- Payor Account Name
  Required
- Payor Account Number
  Required
- Payee Account Name
  Required
- Payee Account Number
  Required
- Payment Method
  Required
- Payment Status
  Required
- Payment Type
  Required
- Amount
  Required
- Reference
- Transaction ID
- Cheque Number
- Notes
- Expense Number||Matter Name (Number)||Amount
- Invoice Number||Amount
- Matter Name (Number)||Amount
Action
Write
- Distribution ID
  Required
- Receiving Party Name (with email)
  Required
- Receiving Party Type
- Distributed Amount
- Expected Date (yyyy-mm-dd)
- Received Date (yyyy-mm-dd)
- Is Deleted
- Notes
- File
  Required
- External Download Link (Optional)
Action
Write
- Distribution ID
  Required
- External ID
- Recovery Phase Type
- Contact - FirstName Lastname (Email)
  Required
- Amount
  Required
- Actual Date (yyyy-mm-dd)
- Notes
- Is Deleted
Action
Write
- Revenue Forcast ID
  Required
- External ID
- Matter Name with Number
  Required
- Start Date (yyyy-mm-dd)
  Required
- End Date (yyyy-mm-dd)
- Payor (Firstname Lastname (email))
  Required
- Payee (Firstname Lastname (email))
  Required
- Amount
  Required
- Fee Type
- Notes
Action
Write
- Account Name
- Account Number
- Account Owner
- Account Type
Action
Search
- Contact ID
- External ID
- Company Name
- Contact Types
- Email
- Tags
- Linked Matter
Action
Search
- Matter Number
- Matter Name
- Expense ID
- Expense Number
- Vendor Name
- Expense Date
- Expense Category
- Approval Status
- Sent Status?
- GL Code
- Cost Center
- Location
Action
Search
- 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
Action
Search
- Payment Number
- Payor Account
- Payee Account
- Transaction ID
Action
Search
- Distribution ID
- Recovery Transaction ID
  Required
- Receiving Party Name (with email)
- Receiving Party Type
- Recovery Amount
- Distributed Amount
- Expected Date (yyyy-mm-dd)
- Received Date (yyyy-mm-dd)
- Notes
Action
Search
- Distribution ID
  Required
- Recovery Phase Type
- Matter Name (with number)
  Required
- Party Name
  Required
- Amount
  Required
- Is Deleted
- Actual Date (yyyy-mm-dd)
- Notes
Action
Search
- Matter Number
- Matter Name
- Revenue Forecast Type
- Start Date
  Required
- End Date
  Required
- Recurring Every
- Payor (Firstname Lastname (email))
  Required
- Payee (Firstname Lastname (email))
  Required
- Type Name
Action
Search
New Account
Triggers when you add a new account.
Trigger
Instant
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New Bill
Triggers when a new bill is added.
Trigger
Instant
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Estimate Emailed
Triggers when an estimate is emailed.
Trigger
Instant
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New Expense
Triggers when a new expense is added.
Trigger
Instant
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Invoice Emailed
Triggers when an invoice is emailed.
Trigger
Instant
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New Bill Payment
Triggers when a new bill paid.
Trigger
Instant
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New Deposit
Triggers when a there is a new deposit.
Trigger
Instant
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New Journal Entry
Triggers when a new journal entry is created.
Trigger
Instant
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New Refund Receipt
Triggers when there is a new refund receipt.
Trigger
Instant
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New Payment
Triggers when a payment is received (with line item support).
Trigger
Instant
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New Purchase Order
Triggers when a new purchase order is added.
Trigger
Instant
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New Supplier Credit
Triggers when a new supplier credit is created.
Trigger
Instant
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Updated Credit Memo
Triggers when a credit memo is updated.
Trigger
Instant
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Updated Estimate
Triggers when an existed estimate is updated.
Trigger
Instant
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New Vendor
Triggers when a new vendor is added.
Trigger
Instant
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- Vendor
- Matter Number
- Line_item
- Line_description
- Amount
  Required
- Qty
- Unit Price
- Line_class
- AP Account
- Customer
- Due_date
- Transaction Date
Action
Write
- Vendor
- Terms
- Transaction Date
- Due_date
- Matter Number
- Department
- Global_tax_calculation
- Line_item
- Line_description
- Qty
- Unit Price
- Amount
  Required
- Billable?
- Customer
- Line_class
- Tax_code
- AP Account
- Memo
Action
Write
- Primary Email Address
- Given Name
  Required
- Family Name
  Required
- Middle Name
- Employee Phone Number
- Birth Date
- Billable Time
- Active
- Release Date
- Cost Rate
- Employee Mobile
- Gender
- Hired Date
- Organization
- Address Line 1
- Address Line 2
- Address Line 3
- Address Line 4
- Address Line 5
Action
Write
- Full Name
  Required
- Display_name
- Title
- First Name
- Middle Name
- Family Name
  Required
- Company
- Email
- Phone
- Mobile
- Fax
- Other
- Website
- Active
- GST Registration Type
- GSTIN
- Address__line1
- Address__line2
- Address__city
- Address__state_code
- Address__zip_code
- Address__country
- Shipping_address__line1
- Shipping_address__line2
- Shipping_address__city
- Shipping_address__state_code
- Shipping_address__zip_code
- Shipping_address__country
- Notes
- Currency
- Taxable
- Tax_code
- Tax Registration Number
- Tax Resale Number
- Job/Parent Customer
- Bill with Parent?
- Preferred_payment_method
- Preferred_delivery_method
- Terms
- Customer_type
Action
Write
- Payee_type
  Required
- Payment Type
  Required
- Account
  Required
- Date (yyyy-mm-dd)
  Required
- Payment Method
  Required
- Reference Number
- Print Later?
- Account
- Description
- Amount
- Billable Status
- Tax Code
- Customer
- Class
- Product/Service
- Description
- Quantity
- Rate
- Amount
- Billable Status
- Tax Code
- Customer
- Class
- Memo
- Tax_code
- Total_tax
- Tax_calculation
- Department
- Location
- Currency
- Exchange Rate
Action
Write
- Date (yyyy-mm-dd)
  Required
- Journal_number
- Auto Generate Journal Entry Number
- Account
  Required
- Debit_amount
  Required
- Description
- Customer Name
- Vendor Name
- Employee Name
- Department
- Class
- Account
  Required
- Credit_amount
  Required
- Description
- Customer Name
- Vendor Name
- Employee Name
- Department
- Class
- Memo
- Currency
- Exchange Rate
Action
Write
- Info
- Customer
- Find Customer by Name/Email
- Email
- Send Later?
- Note
- Message displayed on estimate
- Line_amount
  Required
- Service_date
- Line_description
- Line Item/Product
- Line Item Quantity
- Line Item Unit Price
- Line_item_tax_code
- Class
- Transaction Date
- Total_discount
- Payment Method
  Required
- Payment Number
- Deposit To Account
- Sales Receipt Number
- Auto Generate Credit Memo Number
- Address__line1
- Address__line2
- Address__city
- Address__state_code
- Address__zip_code
- Address__country
- Shipping_address__line1
- Shipping_address__line2
- Shipping_address__city
- Shipping_address__state_code
- Shipping_address__zip_code
- Shipping_address__country
- Currency
- Exchange Rate
- Class
- Tax_code
- Total_tax
- Tax_calculation
- Shipping_tax
- Shipping Cost
- Department
Action
Write
- Vendor
- Status
  Required
- Mailing_address
- Shipping_address
- Date (yyyy-mm-dd)
  Required
- Ship Via
- Purchase Order Number
- PO Email
- Account
- Description
- Amount
- Customer
- Class
- Product/Service
- Description
- Quantity
- Rate
- Amount
- Customer
- Class
- Memo
- Memo
Action
Write
- Distribution ID
  Required
Action
Write
- Sales_receipt
  Required
- Email
Action
Write
- Bill ID
  Required
- Vendor
- AP Account
- Transaction Date
- Due Date
- Line ID
- Amount
- Description
- Account
- Customer
- Class
- Tax Code
- Billable Status
- Currency
- Exchange Rate
- Private Note
- Global Tax Calculation
- Total Amount
- Sales Terms
- Department
- Document Number
- Include in Annual TPAR
Action
Write
- Estimate ID
  Required
- Customer
- Transaction Date
- Ship Date
- Detail Type
- Amount
- Description
- Item
- Unit Price
- Quantity
- Discount Percent
- Print Status
- Email Status
- Shipping Address Line 1
- Shipping Address Line 2
- Shipping Address City
- Shipping Address State/Province
- Shipping Address Postal Code
- Shipping Address Country
- Billing Address Line 1
- Billing Address Line 2
- Billing Address City
- Billing Address State/Province
- Billing Address Postal Code
- Billing Address Country
- Class
- Sales Terms
- Shipping Method
- Tracking Number
- Document Number
- Accepted By
- Accepted Date
- Exchange Rate
- Department
- Apply Tax After Discount
- Private Note
- Customer Memo
- Expiration Date
- Transaction Status
Action
Write
- Product/Service
- Name
- Type
- SKU
- Sales Tax Included
- Sales Tax Code
- Class
- Source
- Purchase Tax Included
- Description
- Sub Item
- Taxable
- Purchase Description
- Active
- Purchase Cost
- Unit Price
Action
Write
- Sales Receipt ID
  Required
- Customer
- Transaction Date
- Ship Date
- Info
- Detail Type
- Amount
- Description
- Item
- Unit Price
- Quantity
- Discount Percent
- Total Amount
- Print Status
- Email Status
- Payment Reference Number
- Deposit To Account
  Required
- Payment Method
- Shipping Address Line 1
- Shipping Address Line 2
- Shipping Address City
- Shipping Address State/Province
- Shipping Address Postal Code
- Shipping Address Country
- Billing Address Line 1
- Billing Address Line 2
- Billing Address City
- Billing Address State/Province
- Billing Address Postal Code
- Billing Address Country
- Tracking Number
- Class
- Department
- Private Note
- Customer Memo
Action
Write
- Full Name
  Required
- Phone
- Email
- Website
- Address__line1
- Address__line2
- Address__city
- Address__state_code
- Address__zip_code
Action
Write
- Invoice ID
Action
Write
- Full Name
  Required
Action
Search
- Search Field
  Required
- Search Value
  Required
Action
Search
- Info
- Distribution ID
  Required
- Full Name
  Required
Action
Search
- Info
- Distribution ID
  Required
- Display Name
Action
Search
- Info
- Full Name
  Required
- SKU
Action
Search
- Search By
  Required
Action
Search
- Info
- Full Name
  Required
- SKU
Action
Search
- Search Field
  Required
- Search Value
  Required
- Full Name
  Required
- Display_name
- Title
- First Name
- Middle Name
- Family Name
  Required
- Company
- Email
- Phone
- Mobile
- Fax
- Other
- Website
- Active
- GST Registration Type
- GSTIN
- Address__line1
- Address__line2
- Address__city
- Address__state_code
- Address__zip_code
- Address__country
- Shipping_address__line1
- Shipping_address__line2
- Shipping_address__city
- Shipping_address__state_code
- Shipping_address__zip_code
- Shipping_address__country
- Notes
- Currency
- Taxable
- Tax_code
- Tax Registration Number
- Tax Resale Number
- Job/Parent Customer
- Bill with Parent?
- Preferred_payment_method
- Preferred_delivery_method
- Terms
- Customer_type
Action
Search or write
- Search By
  Required
- Info
- Customer
- Find Customer by Name/Email
- Email
- Send Later?
- Note
- Message displayed on estimate
- Line_amount
  Required
- Service_date
- Line_description
- Line Item/Product
- Line Item Quantity
- Line Item Unit Price
- Line_item_tax_code
- Class
- Transaction Date
- Total_discount
- Payment Method
  Required
- Payment Number
- Deposit To Account
- Sales Receipt Number
- Auto Generate Credit Memo Number
- Address__line1
- Address__line2
- Address__city
- Address__state_code
- Address__zip_code
- Address__country
- Shipping_address__line1
- Shipping_address__line2
- Shipping_address__city
- Shipping_address__state_code
- Shipping_address__zip_code
- Shipping_address__country
- Currency
- Exchange Rate
- Class
- Tax_code
- Total_tax
- Tax_calculation
- Shipping_tax
- Shipping Cost
- Department
Action
Search or write
- Full Name
  Required
- Phone
- Email
- Website
- Address__line1
- Address__line2
- Address__city
- Address__state_code
- Address__zip_code
Action
Search or write

Account Updated
Triggers when an account is updated.
Trigger
Polling
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Updated Communications Log
Triggers when a Communication Log is updated.
Trigger
Polling
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Event Updated
Triggers when an Event is updated.
Trigger
Polling
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New Expense_codes
Triggers when a new expense_codes is created.
Trigger
Polling
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Expense Forecast Updated
Triggers when an existing expense forecast updated.
Trigger
Polling
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New Expense_locations
Triggers when a new expense_locations is created.
Trigger
Polling
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Invoice Updated
Triggers when an invoice is updated.
Trigger
Polling
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New Account
Triggers when a new account is created.
Trigger
Polling
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New Communication Log
Triggers when a new Communication Log is created.
Trigger
Polling
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New Event
Triggers when a new Event is created.
Trigger
Polling
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New Expense Forecast
Triggers when a new expense forecast is created.
Trigger
Polling
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New Linked Contact
Triggers when a new Linked Contact is created.
Trigger
Polling
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New Matter
Triggers when a new Matter is created.
Trigger
Polling
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New Individual Contact
Triggers when a new Contact of the Category Individual is created.
Trigger
Polling
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New Recovery Party
Triggers when a new recovery party is created.
Trigger
Polling
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New Recovery Transaction
Triggers when a new recovery transaction is created.
Trigger
Polling
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New Timeslip
Triggers when a new Timeslip is created.
Trigger
Polling
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Individual Contact Updated
Triggers when a Contact of the Category of Individual is updated.
Trigger
Polling
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Recovery Party
Triggers when Recovery Party updated
Trigger
Polling
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Recovery Party Updated
Triggers when an existing recovery party is updated.
Trigger
Polling
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Recovery Phase Updated
Triggers when an existing recovery phase is updated.
Trigger
Polling
Try It
Revenue Forecast Updated
Triggers when a revenue forecast is updated.
Trigger
Polling
Try It
- External ID
- Account Name
  Required
- Account Number
- Account Type
  Required
- Account Holder Contact ID
  Required
- Balance
- Billing Contact ID
- Primary Contact ID
- Notes
Action
Write
- External ID
- Communication Type
  Required
- Subject
  Required
- Description
  Required
- 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
  Required
- Create ClarraDocs
- ClarraDocs Status
- Service Type
Action
Write
- External ID
- Event Type
  Required
- Milestone
  Required
- Event Code
  Required
- Date (yyyy-mm-dd)
  Required
- Time (hh:mm)
  Required
- Duration (hh:mm)
  Required
- Time Zone
  Required
- Description
  Required
- Matter ID
- Recurring Event (Default is No)
  Required
- Matter Name with Number (Name (Number))
- Assigned To (FirstName LastName (Initial))
  Required
- Followers (FirstName LastName (Initial))
- Status
  Required
- Notes
- Reminders (1,3,..)
Action
Write
- External ID
- Matter Name with Number
  Required
- Billable
  Required
- Date (yyyy-mm-dd)
  Required
- Vendor
  Required
- Amount
  Required
- Expense Category
- Expense Code
- Description
  Required
- Notes
Action
Write
- Start Date
  Required
- End Date
  Required
- Invoice Date
  Required
- Revenue Forecast Name
- Timeslip Name
- Expense Name
- client Name
- Matter (Name (Number))
  Required
- Account Name
  Required
- Account Number
  Required
Action
Write
- External ID
- Payment Date (yyyy-mm-dd)
  Required
- Payment Number
- Payor Account Name
  Required
- Payor Account Number
  Required
- Payee Account Name
  Required
- Payee Account Number
  Required
- Payment Method
  Required
- Payment Status
  Required
- Payment Type
  Required
- Amount
  Required
- Reference
- Transaction ID
- Cheque Number
- Notes
- Expense Number||Matter Name (Number)||Amount
- Invoice Number||Amount
- Matter Name (Number)||Amount
Action
Write
- Recovery Transaction ID
  Required
- Receiving Party Name (with email)
  Required
- Receiving Party Type
- Distributed Amount
- Expected Date (yyyy-mm-dd)
- Received Date (yyyy-mm-dd)
- Notes
- File
  Required
- External Download Link (Optional)
Action
Write
- Recovery Phase Type
- Matter Name (Number)
  Required
- Contact - FirstName Lastname (Email)
  Required
- Amount
  Required
- Actual Date (yyyy-mm-dd)
- Notes
- External ID
Action
Write
- External ID
- Matter Name with Number
  Required
- Revenue Forecast Type
  Required
- Start Date (yyyy-mm-dd)
  Required
- End Date (yyyy-mm-dd)
- Recurring Mode
- Payor (Firstname Lastname (email))
  Required
- Payee (Firstname Lastname (email))
  Required
- Amount
  Required
- Fee Type
- Notes
Action
Write
- Account ID
  Required
- External ID
- Account Name
  Required
- Account Number
- Account Type
  Required
- Account Holder Contact ID
  Required
- Billing Contact ID
- Primary Contact ID
- Notes
Action
Write
- Communication ID
- External ID
- Subject
  Required
- Description
  Required
- 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
Action
Write
- Event ID
  Required
- External ID
- Event Type
  Required
- Milestone
  Required
- Event Code
  Required
- Date (yyyy-mm-dd)
  Required
- Time (hh:mm)
  Required
- Duration (hh:mm)
  Required
- Time Zone
  Required
- Description
  Required
- Matter Name with Number (Name (Number))
- Assigned To (FirstName LastName (Initial))
  Required
- Followers (FirstName LastName (Initial))
- Status
  Required
- Notes
- Reminders (1,3,..)
Action
Write
- Expense Forecast ID
  Required
- External ID
- Matter Name with Number
  Required
- Billable
  Required
- Date (yyyy-mm-dd)
  Required
- Vendor
  Required
- Amount
  Required
- Expense Category
- Expense Code
- Description
  Required
- Notes
Action
Write
- Matter ID
  Required
- External ID
- Matter Number
- Matter Name with Number
  Required
- Matter Type
  Required
- 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))
Action
Write
- Contact ID
- External ID
- First Name
  Required
- Middle Name
- Last Name
  Required
- 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)
Action
Write
- Distribution ID
  Required
- External ID
- Party Name
  Required
- Recovery Party Type
  Required
- Estimated Fee
- Estimated Cost
- Actual Fee
- Actual Cost
- Is Deleted
Action
Write
- Distribution ID
  Required
- 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
- File
  Required
- External Download Link (Optional)
Action
Write
- Timeslip ID
  Required
- External ID
- Date (yyyy-mm-dd)
  Required
- Duration (hh:mm)
  Required
- Timekeeper (Initial)
  Required
- Matter Name with Number
  Required
- Activity Code
  Required
- Task Code
  Required
- Description
  Required
- Notes
Action
Write
- Communication ID
- External ID
- Matter Name
- Matter Number
- Status
  Required
- From Date (yyyy-mm-dd)
- To Date (yyyy-mm-dd)
- Type
- To (FirstName LastName (Email) OR Phone)
- To (FirstName Lastname (Email) OR Phone)
- Tags
- Subject
  Required
- Description
  Required
Action
Search
- External ID
- Event ID
  Required
- Description
  Required
- Event Type
- Milestone
- Event Code
- Date (yyyy-mm-dd)
  Required
- Matter Name
- Matter Number
- Assigned To
- Status
  Required
Action
Search
- Matter Number
- Matter Name
- Vendor
- Expense Category
- Expense Code
Action
Search
- Matter ID
  Required
- External ID
- Matter Name
- Matter Number
- Matter Type
- Date Opened (yyyy-mm-dd)
- Date Closed (yyyy-mm-dd)
Action
Search
- Contact ID
- External ID
- First Name
- Last Name
- Contact Types
- Email
- Tags
- Linked Company
- Linked Matter
Action
Search
- Distribution ID
  Required
- External ID
- Party Name
  Required
- Matter Name (with number)
  Required
- Recovery Party Type
  Required
- Estimated Fee
- Estimated Cost
- Actual Fee
- Actual Cost
Action
Search
- Distribution ID
  Required
- Paying Party
  Required
- 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
Action
Search
- Timeslip ID
  Required
- External ID
- Description
  Required
- Date (yyyy-mm-dd)
  Required
- Timekeeper
- Matter Name
- Matter Number
- Activity Code
- Task Code
Action
Search
New Bank Transaction
Triggers when a new bank transaction is created.
Trigger
Instant
Try It
New Customer
Triggers when you add a new customer.
Trigger
Instant
Try It
New Estimate
Triggers when you add a new estimate.
Trigger
Instant
Try It
- Days
  Required
Trigger
Polling
Try It
New Invoice
Triggers when you add a new invoice.
Trigger
Instant
Try It
New Credit Memo
Triggers when a new credit memo is created.
Trigger
Instant
Try It
New Invoice Paid
Triggers when an invoice is paid in full. (Balance changes to zero)
Trigger
Polling
Try It
New Product
Triggers when a new product is created.
Trigger
Instant
Try It
New Time Entry
Triggers when a new time entry is created.
Trigger
Instant
Try It
New Project
Triggers when a new project is created.
Trigger
Polling
Try It
New Sales Receipt
Triggers when a new sales receipt is added.
Trigger
Instant
Try It
Updated Bill
Triggers when a bill is updated.
Trigger
Instant
Try It
Updated Customer
Triggers when an existing customer is updated.
Trigger
Instant
Try It
Updated Invoice
Triggers when an invoice is updated.
Trigger
Instant
Try It
- Type
Action
Write
- Vendor
- Terms
- Transaction Date
- Due_date
- Matter Number
- Department
- Currency
- Exchange Rate
- Global_tax_calculation
- Description
  Required
- Amount
  Required
- Billable?
- Customer
- Class
- Account
  Required
- Tax_code
- AP Account
- Memo
Action
Write
- Deposit To Account
  Required
- Transaction Date
- Private Note
- Currency
- Exchange Rate
- Global Tax Calculation
- Department
- Transaction Source
- Transaction Location Type
- Amount
  Required
- Account
  Required
- Payment Method
- Description
- Transaction Type
- Entity
- Class
- Check Number
- Tax Code
- Tax Applicable On
- Cash Back Account
- Cash Back Amount
- Cash Back Memo
Action
Write
- Customer
- Email
- Send Later?
- Billing_address
- Credit_memo_date
- Credit_memo_number
- Auto Generate Credit Memo Number
- Class
- Amount
  Required
- Service_date
- Product/Service
- Description
  Required
- Quantity
  Required
- Rate
- Tax
- Line_class
- Message_displayed_on_credit_memo
- Memo
- Apply Tax After Discount?
- Discount_value
- Discount_percent
- Tax_code
- Shipping Cost
Action
Write
- Customer
- Matter Number
- Line_amount
  Required
- Line_description
- Line Item/Product
- Line Item Quantity
- Line_item_tax_code
- Line Item Service Date
- Rate
- Tax_calculation
- Transaction Date
- Expiration_date
- Ship Date
- Message displayed on estimate
- Billing_address
- Billing Address City
- Billing Address Country
- Billing Address Postal Code
- Billing Address State/Province
- Shipping_address
- Shipping Address City
- Shipping Address Country
- Shipping Address Postal Code
- Shipping Address State/Province
- Shipping amount
- Bill Email
- Send Later?
- Discount_value
- Discount_percent
- Class
- Sales Terms
- Shipping Method
- Tracking Number
- Private Note
- Transaction Status
- Apply Tax After Discount
- Print Status
- Department
Action
Write
- Type
- Full Name
  Required
- Description_on_sales_forms
- Sales Price/Rate
- Description_on_purchase_forms
- Cost
- SKU
- Category
- Is Taxable?
Action
Write
- Info
- Customer
- Billing_email
- Cc
- Bcc
- Send Later?
- Billing_address
- Shipping_address
- Terms
- Transaction Date
- Due_date
- Ship_via
- Shipping_date
- Tracking_number
- Matter Number
- Auto Generate Credit Memo Number
- Service_date
- Line Item/Product
- Line_description
- Line Item Quantity
- Line Item Unit Price
- Helptext_line_amount
- Line_amount
  Required
- Line_item_tax_code
- Class
- Add Bundle Item to invoice?
- Message displayed on estimate
- Note
- Project ID
- Accept Payment Via Bank Transfer
- Accept Payment Via Credit Card
- Tax_code
- Total_tax
- Tax_calculation
- Apply Tax After Discount?
- Discount_value
- Discount_percent
- Shipping_tax
- Shipping Cost
- Deposit
- Deposit To Account
- Class
- Department
- Location
- Currency
- Exchange Rate
Action
Write
- Customer
- Total Amount
  Required
- Unapplied Amount
- Transaction Date
- Payment Method
  Required
- Payment Number
- Deposit To Account
- Line_amount
  Required
- Line Linked Invoice
- Note
Action
Write
- Refund_from
  Required
- Customer
- Email
- Billing_address
- Refund_receipt_date
- Refund_receipt_number
- Transaction_class
- Payment Method
  Required
- Check_number
- Print Later?
- Product/Service
- Amount
  Required
- Service_date
- Description
  Required
- Quantity
  Required
- Rate
- Tax
- Class
- Message_displayed_on_refund_receipt
- Memo
- Apply Tax After Discount?
- Discount_value
- Discount_percent
- Tax_code
- Shipping Cost
Action
Write
- Info
- Invoice
  Required
- Email
Action
Write
- Time Activity Type
  Required
Action
Write
- Customer
  Required
- Company
- Email
- Title
- First Name
- Middle Name
- Family Name
  Required
- Suffix
- Display_name
- Phone
- Mobile
- Fax
- Other
- Website
- Print_on_check_as
- Notes
- Billing Address - Street
- Billing Address - City/Town
- Billing Address - State/Province
- Billing Address - ZIP code
- Billing Address - Country
- Shipping Address - Street
- Shipping Address - City/Town
- Shipping Address - State/Province
- Shipping Address - ZIP code
- Shipping Address - Country
- Exemption_details
- Job/Parent Customer
- Active
- Customer_type
- Preferred_payment_method
- Taxable
- Tax_code
- Tax Registration Number
- Currency
Action
Write
- Invoice
  Required
- Customer
- Billing_email
- Cc
- Bcc
- Send Later?
- Billing_address
- Shipping_address
- Terms
- Transaction Date
- Due_date
- Ship_via
- Shipping_date
- Tracking_number
- Matter Number
- Auto Generate Credit Memo Number
- Service_date
- Line Item/Product
- Line_description
- Line Item Quantity
- Line Item Unit Price
- Line_amount
  Required
- Line_item_tax_code
- Class
- Message displayed on estimate
- Note
- Accept Payment Via Bank Transfer
- Accept Payment Via Credit Card
- Tax_code
- Total_tax
- Tax_calculation
- Apply Tax After Discount?
- Discount_value
- Discount_percent
- Shipping_tax
- Shipping Cost
- Deposit
- Class
- Department
- Location
- Currency
Action
Write
- Purchase ID
  Required
- Vendor/Customer/Employee
- Payment Type
  Required
- Account
- Transaction Date
- Payment Method
- Document Number
- Private Note
- Total Amount
- Department
- Transaction Location Type
- Currency
- Exchange Rate
- Global Tax Calculation
- Tax Code
- Total Tax
- Detail Type
Action
Write
- Distribution ID
  Required
- Title
- First Name
- Middle Name
- Suffix
- Family Name
  Required
- Email
- Display_name
- Fax
- Business Number
- Currency Code
- Currency Name
- Mobile Phone Number
- Primary Phone Number
- Alternate Phone Number
- Active
- Vendor 1099
- Cost Rate
- Billing Rate
- Web Address
- Company
- Tax Identifier
- Account Number
- Print On Check Name
- Address__line1
- Address__line2
- Address__city
- Address__state_code
- Address__country
- Address__zip_code
- Balance
Action
Write
- Vendor
- Transaction Date
- Purchase Order Number
- Currency
- Exchange Rate
- Location
- Department
- Tax_calculation
- Memo
- Account
- Description
- Amount
- Billable Status
- Tax Code
- Customer
- Class
- Product/Service
- Description
- Quantity
- Rate
- Amount
- Billable Status
- Tax Code
- Customer
- Class
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Type
- Line ID
Action
Search
- Distribution ID
  Required
- Doc Number
- Customer Name
- Transaction Date
- Total Amount
Action
Search
- WHERE Clause
  Required
Action
Search
- Distribution ID
  Required
Action
Search
- Info
- Purchase ID
  Required
- Doc Number
- Vendor ID
- Vendor Name
- Transaction Date
- Amount
  Required
- Payment Type
Action
Search
- Info
- Matter Number
- Invoice ID
- Invoice Date
  Required
- Due Date
Action
Search
- Full Name
  Required
Action
Search
- Info
- Distribution ID
  Required
- Display Name
- Primary Email Address
- Given Name
  Required
- Family Name
  Required
- Middle Name
- Employee Phone Number
- Birth Date
- Billable Time
- Active
- Release Date
- Cost Rate
- Employee Mobile
- Gender
- Hired Date
- Organization
- Address Line 1
- Address Line 2
- Address Line 3
- Address Line 4
- Address Line 5
Action
Search or write
- Info
- Full Name
  Required
- SKU
- Type
- Description_on_sales_forms
- Sales Price/Rate
- Description_on_purchase_forms
- Cost
- Category
- Is Taxable?
Action
Search or write

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Connect Clarra and QuickBooks Online to integrate crucial parts of your business

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Automate your lead management and improve conversions

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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.

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About Clarra

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

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Related categories

Task Management

About QuickBooks Online

QuickBooks Online is the web version of the popular accounting packages QuickBooks. Use any Zapier integration to connect QuickBooks Online to hundreds of other apps.

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Related categories

Accounting

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Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Connect Clarra and QuickBooks Online to integrate crucial parts of your business

Automate your lead management and improve conversions

Create more impactful campaigns with automation

Provide world-class support with a little help from automation

Automate your way to actionable, up-to-date data

Resolve incidents faster with automation

Learn how to automate QuickBooks Online on the Zapier blog

How to automate invoices with QuickBooks Online and Zapier

4 ways to automate QuickBooks Online

Make work flow with AI

Connect Clarra to QuickBooks Online on the world's largest no-code automation platform