Clarra and RowShare

Easily integrate Clarra and RowShare without any code.
Clarra
Clarra is a case and practice management tool for law firms.
RowShare
Automate data collection with customizable tables and forms. Ensure each team member sees only what they need.

How the Integration Works

RowShare integrates with Clarra through Zapier, and possibly also Power Automate and Workato. These platforms operate on the concept of Triggers (when this happens) and Actions (do that).
When this happens in RowShare
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Automatically do that in Clarra
Or the other way round:
When this happens in Clarra
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Automatically do that in RowShare

Clarra Triggers and Actions

Below is a list of triggers and actions available on Clarra via Zapier at the time of publication. Keep in mind that additional options may now be available on Zapier, Power Automate, or Workato to further streamline your workflows.

Triggers

Timeslip Updated
Triggers when a Timeslip updated.
New Company Contact
Triggers when a new Contact of the Category Company is created.
New ClarraDocs Item
Triggers when a new ClarraDocs Item is created.
Event Updated
Triggers when an Event is updated.
Updated Communications Log
Triggers when a Communication Log is updated.
and 5 more triggers
Clarra doesn't offer (yet) any Trigger on Zapier.

Actions

Find Timeslip
Find a TimeSlip in system.
Find Matter
Finds a Matter in the system.
Find Company Contact
Finds a Contact of the Category Company.
Update Timeslip
Updates a Timeslip in the system.
Update Matter
Updates a Matter in the system.
and 5 more actions
Clarra doesn't offer (yet) any Action on Zapier.

RowShare Triggers and Actions

Below is a list of triggers and actions available on RowShare via Zapier, Power Automate and Workato.

Triggers

New or Updated Row
Triggers when a row is created or updated in a specific table.
Column Changed
Triggers when a value has changed in a specific column.
New Row
Triggers when a new row is created in a specific table.
Row Status Changed
Triggers when the status of a row changes in a specific table. Row statuses : Active, Deleted, Archived, Locked

Actions

Assign Row
Assigns a row to a new owner.
Edit Row
Modifies an existing row.
Find Row
Finds a row based on an exact match for a given column.
Create Row
Creates a new row in the table.
Find Row by ID
Loads a row based on its ID.
Link Rows [Advanced]
Links a row to a parent row in another table. This is an advanced action: to be used with caution.