Clarra + Gravity Forms
Clarra + Gravity Forms
Clarra + Gravity Forms integrations
Create matters in Clarra for new form submissions in Gravity Forms
Tired of manually processing incoming form submissions? This Zap can help. Set it up to automatically generate a matter in Clarra from the details provided by each new form submission in Gravity Forms.
- When this happens...
Form SubmissionTriggers when the specified form is submitted.TriggerInstant - automatically do this!
Create MatterCreates a Matter in the system.ActionWrite
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More things you can do with Gravity Forms and Clarra
Discover other triggers and actions you can use with Gravity Forms and Clarra
- FormRequired
- Use Admin Field Labels?
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- FormRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
ClarraDocs Item UpdatedTriggers 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 - 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 - 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 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 - Plaintiff Updated
Triggers when a plaintiff is updated in system
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 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
- Body
- Date and Time (The time input is not required if DateTime is used.) Date format (yyyy-mm-dd)Required
- Time (hh:mm:ss), If the time is not selected with Date, you can enter the time.
- Matter Name with NumberRequired
- Sender (FirstName LastName (Email) OR FirstName LastName Phone)Required
- Sender is a ContactRequired
- To (FirstName LastName (Email) OR FirstName LastName Phone)Required
- Recipient is a ContactRequired
- CC (FirstName LastName (Email) OR FirstName LastName Phone)
- CC Recipient is a Contact
- Tags
- Attachments
- Download URL
- 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.- Company NameRequired
- Website
- Principal Matter - Name (Number)Required
- Email
- Country Code
- Phone
- Ext.
- Address 1
- Address 2
- City
- State
- Zip Code
- Matter
- Connection Type
- Contact Name
- Connection Type
- Key contact
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
- Expense 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
- File
- Attachments
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Start Date (yyyy-mm-dd)Required
- End Date (yyyy-mm-dd)Required
- Invoice Date (yyyy-mm-dd)Required
- 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 NameRequired
- 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
- Prefix
- First NameRequired
- Middle Name
- Last NameRequired
- Suffix
- 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.- Plaintiff IDRequired
- Date (yyyy-mm-dd)Required
- Activity Code
- Project Code
- Note
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 PartyRequired
- Receiving Party Type
- Recovery Amount
- Expected Date (yyyy-mm-dd)
- Received Date (yyyy-mm-dd)
- Notes
- File Attachments
- 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 (Number))Required
- Activity CodeRequired
- Task CodeRequired
- DescriptionRequired
- Note
- Communication ID
- Billable
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Account IDRequired
- External ID
- Account Name
- Account Number
- Account Type
- Account Holder Contact ID
- 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 IDRequired
- External ID
- Subject
- Body
- Date and Time (The time input is not required if DateTime is used.)
- Time (hh:mm:ss), If the time is not selected with Date, you can enter the time.
- Matter Name with Number (Name (Number))
- Sender (FirstName Lastname (Email) OR FirstName Lastname Phone)
- Sender is a Contact
- To (FirstName Lastname (Email) OR FirstName Lastname Phone)
- Recipient is a Contact
- CC (FirstName LastName (Email) OR FirstName LastName Phone)
- CC Recipient is a Contact
- Tags
- Attachments
- Download URL
- 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.- Plaintiff IDRequired
- Company Name
- Website
- Principal Matter - Name (Number)
- Email
- Country Code
- Phone
- Ext.
- Address 1
- Address 2
- City
- State
- Zip Code
- Matter
- Connection Type
- Contact Name
- Connection Type
- Key contact
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Expense IDRequired
- External ID
- Billable
- Expense Status
- Sent Status
- Vendor
- Expense Date (yyyy-mm-dd)
- Expense Category
- Expense #
- Description
- Quantity
- Amount
- Expense Code
- GL Code
- Cost Center
- Location
- Tags
- Notes
- Matter Name (Number)||Description||Amount
- File
- 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 Date (yyyy-mm-dd)
- Invoice Terms
- Due Date (yyyy-mm-dd)
- 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)
- Amount
- ID
- Descriptions
- Item Status
- Matter Name (Number)
- Task Code
- Date (yyyy-mm-dd)
- Activity Code
- Rates
- Hours
- ID
- Item Status
- Descriptions
- Timeslip Matter Name (Number)
- Expense Category
- Expense Date (yyyy-mm-dd)
- 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)
- Payment Number
- Payor Account Name
- Payor Account Number
- Payee Account Name
- Payee Account Number
- Payment Method
- Payment Status
- Payment Type
- Amount
- 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.- Plaintiff IDRequired
- First Name
- Middle Name
- Last Name
- Principal Matter - Name (Number)
- Email
- Country Code
- Phone
- Ext.
- Address 1
- Address 2
- City
- State
- Zip Code
- Matter
- Connection Type
- Contact Name
- Connection Type
- Key contact
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Plaintiff IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Party IDRequired
- External ID
- Party Name
- Recovery Party Type
- 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.- IDRequired
- External ID
- Paying Party
- Paying Party Type
- Receiving Party
- Receiving Party Type
- Recovery Amount
- Expected Date (yyyy-mm-dd)
- Received Date (yyyy-mm-dd)
- Notes
- Is Deleted
- File Attachments
- 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)
- Duration (hh:mm)
- Timekeeper (Initial)
- Matter (Name (Number))
- Activity Code
- Task Code
- Description
- Note
- Billable
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
- Status
- From Date (yyyy-mm-dd)
- To Date (yyyy-mm-dd)
- Type
- From
- To
- Tags
- Subject
- Body
ActionThis is an event a Zap performs.SearchFind existing data in your app- External ID
- Event ID
- Description
- Event Type
- Milestone
- Event Code
- Date (yyyy-mm-dd)
- Matter Name
- Matter Number
- Plaintiff (Plaintiff ID is required,
- Assigned To
- Status
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 ID
- 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- Plaintiff ID
- From Date (yyyy-mm-dd)
- To Date (yyyy-mm-dd)
- Activity Code
- Project Code
- Note
ActionThis is an event a Zap performs.SearchFind existing data in your app- Party ID
- External ID
- Party Name (Email)
- Matter Name (with number)
- Recovery Party Type
- Estimated Fee
- Estimated Cost
- Actual Fee
- Actual Cost
ActionThis is an event a Zap performs.SearchFind existing data in your app- ID
- Paying Party Name (with email)
- Paying Party Type
- Receiving Party Name (with email)
- Receiving Party Type
- Matter Name (with number)
- 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 ID
- External ID
- Description
- Date (yyyy-mm-dd)
- Timekeeper
- Matter Name
- Matter Number
- Activity Code
- Task Code
ActionThis is an event a Zap performs.SearchFind existing data in your app
- FormRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record 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 - 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 Plaintiff
Triggers when a new plaintiff is created in system.
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 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 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 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
- Event TypeRequired
- MilestoneRequired
- Event CodeRequired
- Date (yyyy-mm-dd)Required
- Time (hh:mm)Required
- Duration (hh:mm)Required
- Time ZoneRequired
- Location
- DescriptionRequired
- Matter ID
- Recurring Event (Default is No)Required
- Matter (Name (Number))Required
- Individual Plaintiffs (FirstName MiddleName LastName)
- Company Plaintiffs
- 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 (Number)Required
- BillableRequired
- Date (yyyy-mm-dd)Required
- VendorRequired
- AmountRequired
- Expense Category
- Expense Code
- Description
- Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Start Date (yyyy-mm-dd)Required
- End Date (yyyy-mm-dd)Required
- Invoice Date (yyyy-mm-dd)Required
- 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.- First NameRequired
- Middle Name
- Last NameRequired
- Principal Matter - Name (Number)Required
- Email
- Country Code
- Phone
- Ext.
- Address 1
- Address 2
- City
- State
- Zip Code
- Matter
- Connection Type
- Contact Name
- Connection Type
- Key contact
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
- File Attachments
- 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
- Amount
- 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 (Number)Required
- 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.- Plaintiff IDRequired
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 Number
- Description
- Date (yyyy-mm-dd)
- Status
- Service Type
- Tags
- Notes
- File
- External Download Links
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Contact IDRequired
- External ID
- Company Name
- 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.- Event IDRequired
- External ID
- Event Type
- Milestone
- Event Code
- Date (yyyy-mm-dd)
- Time (hh:mm)
- Duration (hh:mm)
- Time Zone
- Location
- Description
- Matter (Name (Number))
- Individual Plaintiffs (FirstName MiddleName LastName)
- Company Plaintiffs
- Assigned To (FirstName LastName (Initial))
- Followers (FirstName LastName (Initial))
- Status
- Notes
- Reminder (1,2,..)
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 (Number)
- Billable
- Date (yyyy-mm-dd)
- Vendor
- Amount
- Expense Category
- Expense Code
- Description
- 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
- Matter Type
- Complex
- Primary Office Handling
- Date Opened (yyyy-mm-dd)
- Date Closed (yyyy-mm-dd)
- Lead Attorney (FirstName LastName (Initials))
- Other Attorney (FirstName LastName (Initials))
- Paralegal (FirsName LastName (Initials))
- Docketing Users (FirstName LastName (Initials))
- 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 IDRequired
- External ID
- Prefix
- First Name
- Middle Name
- Last Name
- Suffix
- 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.- Plaintiff Note IDRequired
- Plaintiff ID
- Date (yyyy-mm-dd)
- Activity Code
- Project Code
- Note
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)
- Receiving Party Type
- Distributed Amount
- Expected Date (yyyy-mm-dd)
- Received Date (yyyy-mm-dd)
- Is Deleted
- Notes
- File Attachments
- 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 IDRequired
- External ID
- Recovery Phase Type
- Party Name (with email)
- Amount
- 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 (Number)
- Start Date (yyyy-mm-dd)
- End Date (yyyy-mm-dd)
- Payor (Firstname Lastname (email))
- Payee (Firstname Lastname (email))
- Amount
- 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- Plaintiff Name
- Principal Matter
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- ID
- Recovery Phase Type
- Matter Name (with number)
- Party Name (with email)
- Amount
- 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 Date
- End Date
- Recurring Every
- Payor
- Payee
- Fee Type
ActionThis is an event a Zap performs.SearchFind existing data in your app
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