Clarra + QuickBooks Online
Create payments in Clarra for new bank transactions in QuickBooks Online
Streamline your financial operations with an effective workflow between QuickBooks Online and Clarra. As a new transaction occurs in QuickBooks Online, a corresponding entry is created in Clarra, simplifying your cash management process. This easy approach eliminates redundant administrative tasks, enhancing efficiency in handling your financial transactions.
Streamline your financial operations with an effective workflow between QuickBooks Online and Clarra. As a new transaction occurs in QuickBooks Online, a corresponding entry is created in Clarra, simplifying your cash management process. This easy approach eliminates redundant administrative tasks, enhancing efficiency in handling your financial transactions.
- When this happens...
New Bank TransactionTriggers when a new bank transaction is created.
TriggerInstantThis event starts a Zap instantly. - automatically do this!
Create PaymentCreates a new payment, probably with input from previous steps.
ActionWriteCreate a new record or update an existing record in your app.
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New Account
Triggers when you add a new account.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Bill
Triggers when a new bill is added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Estimate Emailed
Triggers when an estimate is emailed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Expense
Triggers when a new expense is added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Invoice Emailed
Triggers when an invoice is emailed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Bill Payment
Triggers when a new bill paid.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Deposit
Triggers when a there is a new deposit.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Paid Invoice
Triggers when the balance of an invoice becomes zero.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Project
Triggers when a new project is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Time Entry
Triggers when a new time entry is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Purchase Order
Triggers when a new purchase order is added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Supplier Credit
Triggers when a new supplier credit is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Credit Memo
Triggers when a credit memo is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Estimate
Triggers when an existed estimate is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Vendor
Triggers when a new vendor is added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.VendorRequired
Bill Number
Line Item
Line Description
AmountRequired
Qty
Unit Price
Line Class
AP Account
Customer
Due Date
Transaction Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.VendorRequired
Terms
Transaction Date
Due Date
Bill Number
Department
Global Tax Calculation
Product/Service
Description
Qty
Rate
AmountRequired
Billable?
Customer
Line Class
Tax Code
AP Account
Memo
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Primary Email Address
Given NameRequired
Family NameRequired
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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Full NameRequired
Display Name
Title
First Name
Middle name
Last Name
Company
Email
Phone
Mobile
Fax
Other
Website
Active
GST Registration Type
GSTIN
Address Line 1
Address Line 2
Address City
Address State Code
Address Zip Code
Address Country
Shipping Address Line 1
Shipping Address Line 2
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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Payee TypeRequired
Payment TypeRequired
Bank/Credit AccountRequired
Payment Date
Payment Method
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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Journal Date
Journal Number
Auto Generate Journal Entry Number
AccountRequired
Debit AmountRequired
Description
Customer Name
Vendor Name
Employee Name
Department
Class
AccountRequired
Credit AmountRequired
Description
Customer Name
Vendor Name
Employee Name
Department
Class
Memo
Currency
Exchange Rate
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Customer
Find Customer by Name/Email
Email
Send Later?
Note
Message
Line AmountRequired
Service Date
Line Description
Product/Service
Line Item Quantity
Line Item Unit Price
Line Item Tax Code
Line Item Class
Transaction Date
Total Discount
Payment Method
Payment Reference Number
Deposit To Account
Sales Receipt Number
Auto Generate Sales Receipt Number
Address Line 1
Address Line 2
Address City
Address State Code
Address Zip Code
Address Country
Shipping Address Line 1
Shipping Address Line 2
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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.VendorRequired
Purchase Order Status
Mailing Address
Shipping Address
Purchase Order Date
Ship Via
Purchase Order Number
PO Email
Account
Description
Amount
Customer
Class
Product/ServiceRequired
Description
QuantityRequired
Rate
AmountRequired
Customer
Class
Your Message to Vendor
Memo
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Estimate IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Sales ReceiptRequired
Email
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Bill IDRequired
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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Estimate IDRequired
Customer
Transaction Date
Shipping Date
Detail Type
Amount
Description
Item
Unit Price
Quantity
Tax Code
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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ItemRequired
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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Sales Receipt IDRequired
Customer
Transaction Date
Shipping Date
Info
Detail Type
Amount
Description
Item
Unit Price
Quantity
Discount Percent
Total Amount
Print Status
Email Status
Payment Reference Number
Deposit To Account
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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Full NameRequired
Phone
Email
Website
Address Line 1
Address Line 2
Address City
Address State Code
Address Zip Code
Company Name
Vendor 1099
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Invoice ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Account NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch FieldRequired
Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
ID
Name
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
ID
Display Name
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
Product Name
SKU
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
Product Name
SKU
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch FieldRequired
Search ValueRequired
Full NameRequired
Display Name
Title
First Name
Middle name
Last Name
Company
Email
Phone
Mobile
Fax
Other
Website
Active
GST Registration Type
GSTIN
Address Line 1
Address Line 2
Address City
Address State Code
Address Zip Code
Address Country
Shipping Address Line 1
Shipping Address Line 2
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
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch ByRequired
Info
Customer
Find Customer by Name/Email
Email
Send Later?
Note
Message
Line AmountRequired
Service Date
Line Description
Product/Service
Line Item Quantity
Line Item Unit Price
Line Item Tax Code
Line Item Class
Transaction Date
Total Discount
Payment Method
Payment Reference Number
Deposit To Account
Sales Receipt Number
Auto Generate Sales Receipt Number
Address Line 1
Address Line 2
Address City
Address State Code
Address Zip Code
Address Country
Shipping Address Line 1
Shipping Address Line 2
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
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundFull NameRequired
Phone
Email
Website
Address Line 1
Address Line 2
Address City
Address State Code
Address Zip Code
Company Name
Vendor 1099
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
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 planCompany 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 planExpense 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 planInvoice 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 planNew 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 planNew 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 planNew 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 planNew 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 planNew 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 planNew 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 planNew 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 planNew 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 planNew 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 planNew 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 planIndividual 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 planRecovery Party
Triggers when Recovery Party updated
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planRecovery 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 planRevenue 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 planExternal 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
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.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 (Number))Required
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.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.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
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.Event IDRequired
External ID
Event Type
Milestone
Event Code
Date (yyyy-mm-dd)
Time (hh:mm)
Duration (hh:mm)
Time Zone
Description
Matter (Name (Number))
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.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 appExternal ID
Event ID
Description
Event Type
Milestone
Event Code
Date (yyyy-mm-dd)
Matter Name
Matter Number
Assigned To
Status
ActionThis is an event a Zap performs.SearchFind existing data in your appMatter Number
Matter Name
Vendor
Expense Category
Expense Code
ActionThis is an event a Zap performs.SearchFind existing data in your appMatter 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 appContact 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 appParty 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 appID
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 appTimeslip 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
New Bank Transaction
Triggers when a new bank transaction is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Customer
Triggers when you add a new customer.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Estimate
Triggers when you add a new estimate.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Invoice
Triggers when you add a new invoice.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Credit Memo
Triggers when a new credit memo is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Journal Entry
Triggers when a new journal entry is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Product
Triggers when a new product is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Refund Receipt
Triggers when there is a new refund receipt.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Payment
Triggers when a payment is received (with line item support).
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Sales Receipt
Triggers when a new sales receipt is added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Bill
Triggers when a bill is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Customer
Triggers when an existing customer is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Invoice
Triggers when an invoice is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Attachment TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.VendorRequired
Terms
Transaction Date
Due Date
Bill Number
Department
Currency
Exchange Rate
Global Tax Calculation
Description
AmountRequired
Billable?
Customer
Class
AccountRequired
Tax Code
AP Account
Memo
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Deposit To AccountRequired
Transaction Date
Private Note
Currency
Exchange Rate
Global Tax Calculation
Department
Transaction Source
Transaction Location Type
AmountRequired
AccountRequired
Payment Method
Description
Transaction Type
Entity
Class
Check Number
Tax Code
Tax Applicable On
Cash Back Account
Cash Back Amount
Cash Back Memo
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CustomerRequired
Email
Send Later?
Billing Address
Credit Memo Date
Credit Memo Number
Auto Generate Credit Memo Number
Class
AmountRequired
Service Date
Product/Service
Description
Quantity
Rate
Tax
Class
Message Displayed On Credit Memo
Memo
Apply Tax After Discount?
Discount Value
Discount Percent
Sales Tax Rate
Shipping Cost
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CustomerRequired
Number
Line AmountRequired
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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TypeRequired
NameRequired
Description On Sales Forms
Sales Price/Rate
Description On Purchase Forms
Cost
SKU
Category
Is Taxable?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
CustomerRequired
Email
Cc
Bcc
Send Later?
Billing Address
Shipping Address
Terms
Invoice Date
Due Date
Ship Via
Shipping Date
Tracking Number
Invoice Number
Auto Generate Invoice Number
Service Date
Product/Service
Description
Quantity
Rate
Helptext Line Amount
Amount
Tax
Class
Add Bundle Item to invoice?
Message Displayed on Invoice
Message Displayed on Statement
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
Deposit
Deposit To Account
Class
Department
Location
Currency
Exchange Rate
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CustomerRequired
Total AmountRequired
Unapplied Amount
Transaction Date
Payment Method
Payment Reference Number
Deposit To Account
Line Amount
Line Linked Invoice
Memo
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Refund FromRequired
Customer
Email
Billing Address
Refund Receipt Date
Refund Receipt Number
Transaction Class
Payment Method
Check Number
Print Later?
Product/ServiceRequired
AmountRequired
Service Date
Description
Quantity
Rate
Tax
Class
Message Displayed On Refund Receipt
Memo
Apply Tax After Discount?
Discount Value
Discount Percent
Sales Tax Rate
Shipping
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
InvoiceRequired
Email
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Time Activity TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CustomerRequired
Company
Email
Title
First name
Middle name
Last name
Suffix
Display name as
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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.InvoiceRequired
Customer
Email
Cc
Bcc
Send Later?
Billing Address
Shipping Address
Terms
Invoice Date
Due Date
Ship Via
Shipping Date
Tracking Number
Invoice Number
Auto Generate Invoice Number
Service Date
Product/Service
Description
Quantity
Rate
Amount
Tax
Class
Message Displayed on Invoice
Message Displayed on Statement
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
Deposit
Class
Department
Location
Currency
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Purchase IDRequired
Vendor/Customer/Employee
Payment TypeRequired
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
Line Item Detail TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Select VendorRequired
Title
Given Name
Middle Name
Suffix
Family Name
Primary Email Address
Display Name
Fax number
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 Name
Tax Identifier
Account Number
Print On Check Name
Address Line 1
Address Line 2
Address City
Address State Code
Address Country
Address Zip Code
Balance
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.VendorRequired
Transaction Date
Document 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
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
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TypeRequired
IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appEstimate Id
Doc Number
Customer Name
Transaction Date
Total Amount
ActionThis is an event a Zap performs.SearchFind existing data in your appWHERE ClauseRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appIdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
Purchase ID
Document Number
Vendor ID
Vendor Name
Transaction Date
Total Amount
Payment Type
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
Invoice Number
Invoice ID
Invoice Date
Due Date
ActionThis is an event a Zap performs.SearchFind existing data in your appNameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
ID
Display Name
Primary Email Address
Given NameRequired
Family NameRequired
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
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundInfo
Product NameRequired
SKU
TypeRequired
Description On Sales Forms
Sales Price/Rate
Description On Purchase Forms
Cost
Category
Is Taxable?
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundAccount 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 planUpdated 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 planEvent 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 planExpense 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 planMatter 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 planNew 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 planNew 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 planNew 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 planNew 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 planNew 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 planNew 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 planNew 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 planNew 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 planNew 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 planPayment 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 planRecovery 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 planRecovery 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 planRecovery 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 planTimeslip Updated
Triggers when a Timeslip updated.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planExternal 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
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.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 Party Required
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.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.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.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 appContact ID
External ID
Company Name
Contact Types
Email
Tags
Linked Matter
ActionThis is an event a Zap performs.SearchFind existing data in your appMatter 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 appInvoice 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 appPayment Number
Payor Account
Payee Account
Transaction ID
ActionThis is an event a Zap performs.SearchFind existing data in your appDistribution 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 appID
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 appMatter 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
About Clarra
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