Clarra + Gravity Forms
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.
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.
TriggerInstantThis event starts a Zap instantly. - automatically do this!
Create MatterCreates a Matter in the system.
ActionWriteCreate a new record or update an existing record in your app.
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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 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
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 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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