March 2024, R2

This document provides additional information about Claris Connect. For further information, see the Product Documentation Center or visit the support resources on our website.

Documentation

Connect Help

Updated the following topics for clarity and accuracy:

Removed the following topics

These topics have been removed because the corresponding templates in Claris Connect have been retired. In favor of those templates, you can use one of the following templates based on your data and Student Information System:

See Creating your flow from a template.

Connect Reference

Updated the following connector:

Added the following connectors:

Addressed issues

Webhooks

Fixed an issue preventing a webhook from being deleted in some cases.

Flow history

Fixed an issue causing the Previous and Next buttons to load a blank page when clicked.

Microsoft Outlook

Fixed an issue causing some actions to return an error.

User interface

  • Fixed a graphical issue with some templates.

  • Updated the Calendly logo.

Addressed issues

Custom connectors

  • Fixed an issue causing actions in samples using OAuth2 to fail when the flow was run.

  • Fixed a typo in the Google Calendar sample.

User interface

Fixed several minor graphical issues.

Templates

  • Fixed an issue causing the triggers in the following templates to return an error:

    • Formstack to Mailchimp

    • Eventbrite to Mailchimp

    • Outlook to Mailchimp

  • Fixed an issue preventing you from creating a new project from the Jamf Pro to EFC Records Manager template.

Addressed issues

Custom connectors

Fixed an issue causing the Google Calendar and Azure Active Directory custom connector samples to return an error when testing actions in a flow.

Documentation

Claris Connect Help

Updated the following topic:

  • Using step data - Noted that to use step data, you must first test the step with the data you want to use or run the flow.

Claris Connect Reference

Added the following topics:

New features and enhancements

Connector support

Added the following connector:

Addressed issues

Custom connectors

Fixed an issue with the Debugger causing the Test Action button to not generate a response.

Mailchimp

Fixed an issue causing the Address field in the Update audience member action to not work properly.

SurveyMonkey

Fixed an issue causing the Get survey response action to return an error in the response body.

User interface

  • Run now - Fixed an issue causing the Run now button to not give any visual feedback indicating that the flow had been run.

Documentation

Claris Connect Reference

Added the following topics:

Updated the following topics:

New features and enhancements

Claris FileMaker Server and Claris FileMaker Cloud connectors

Renamed the "Execute script" action to "Run script."

Asana

Added the following actions:

  • Add task to project

  • Remove task from project

Addressed issues

OneRoster SIS template

Fixed an issue causing the flow status to show as 'Pending' indefinitely if no records were found during the import.

Apple School Manager connector

Fixed an issue causing the Get data for Apple School Manager action to return an error in some cases.

Known issues

Custom connectors

There's an issue with the Debugger causing the Test Action button to not generate a response.

New features and enhancements

Custom connectors

Claris Connect now gives you the ability to create your own custom connectors for almost any third-party app with a REST API by utilizing a built-in editor and debugger. For more details on custom connectors, see Creating custom connectors in Claris Connect Help and Creating custom connectors with Claris Connect in the Knowledge Base

New features and enhancements

User interface

Several fixes and refinements to various design elements.

Addressed issues

Flows page

Fixed an issue that caused the number of flows in a project to display incorrectly.

Azure Active Directory

Fixed an issue that caused the access token to not refresh as expected.

New features and enhancements

Claris FileMaker Server and Claris FileMaker Cloud connectors

The "Trigger by script" trigger configuration onscreen instructions were updated to include the Trigger Claris Connect Flow script step's Flow option.

Stripe

Added the following actions:

  • Create payment link

  • Update payment link

  • Delete payment link

  • List payment link

  • Create price

  • List price

Mosyle Manager

Updated authentication to support basic authentication with user name, password, and API key.

WooCommerce

Updated the following action:

  • Create a product - Added fields for shipping information.

Addressed issues

Google Calendar

Fixed an issue that prevented all-day events from being created.

New features and enhancements

Connector support

Added the following connectors:

  • Azure Active Directory

  • Clarifai

  • Jira

  • Quickbooks

    Important  The existing Quickbooks connector has been deprecated in favor of a new connector that supports sandbox environments. The old connector has been marked '(deprecated).' To avoid disruption of your flows, replace all uses of the old connector in flows with the new connector as soon as possible.

Claris FileMaker Server and Claris FileMaker Cloud connectors

The "Trigger by script" trigger configuration onscreen instructions were updated to use the FileMaker Pro Trigger Claris Connect Flow script step instead of the Insert from URL script step.

Mosyle Manager

Added the following actions:

  • Create user

  • Update user

  • Get all users

  • Assign devices

  • Unassign devices

  • Update device

  • Update lost mode (iOS only)

Documentation

Claris Connect Help

Added the following topic:

Updated the following topic:

New features and enhancements

Connector support

Added the following connector:

  • Claris Server

User interface

Claris Connect logo

The logo for Claris Connect has been updated to match other Claris products with updated logos.

Addressed issues

Calendly authentication

Due to an authentication change with Calendly OAuth applications that required the Claris Connect integration to be updated, Claris Connect users need to sign back in to their Calendly account from within Claris Connect to prevent any active flows from being disrupted.

New features and enhancements

Connector support

The following connector is now out of preview and can be used in production flows:

User interface

Restyling for the Claris platform

Claris Connect has been restyled to be more consistent with the styling of other products in the Claris platform.

Documentation

Connect Reference

Added the following topic:

Addressed issues

Shopify connector

To address changes with authentication process, the existing Shopify connector has been deprecated in favor of a new Shopify connector. The new Shopify connector requires creating a Shopify custom app so that you can generate an API access token for authenticating to Claris Connect. For more information on creating Shopify custom apps, see Custom apps in the Shopify Help Center.

Important  To avoid disruption of your flows, replace all uses of the old connector in flows with the new connector as soon as possible.

Apple School Manager/OneRoster

  • When filtering records by school with the OneRoster action "Get data for Apple School Manager," a student or staff member belonging to multiple schools resulted in duplicate records.

  • In some cases, retrieving Apple School Manager data resulted in more locations than expected.

New features and enhancements

Connector support

Added support for the following connector:

Important  The OpenAI connector is provided as a preview to gather customer feedback. It may change significantly in future releases and is not yet intended for use in production flows.

Microsoft Teams - Added the following triggers:

  • New message in channel

  • New chat message

  • New mention in channel message

Addressed issues

Flow History

  • Attempting to go past the first page of flow history resulted in an error.

New features and enhancements

Connector support

The following connector is now out of preview and can be used in production flows:

Documentation

Claris Connect Help

In Connecting via OneRoster, added more details about the setup process when you choose "Other" as your Student Information System (SIS) in the connection setup dialog.

Addressed issues

Calculations

  • In some cases, floating point number values caused flow runs to fail.

Apple School Manager

  • Flows failed to run when attempting to upload very large OneRoster CSV files to Apple School Manager.

New features and enhancements

Connector support

Added support for the following connector:

Important  The Dropbox Sign connector is provided as a preview to gather customer feedback. It may change significantly in future releases and is not yet intended for use in production flows.

Documentation

Claris Connect Reference

Added the following topics:

New features and enhancements

Connector support

The following connectors are now out of preview and can be used in production flows:

User experience improvements

FileMaker connectors, Query field

Added a link to Perform a find request in the Claris Data API and FileMaker Data API Guide, which provides examples of find request syntax.

OneRoster connector, connecting an account

Updated the Connect New Account dialog to have more visual guidance when "Other" is selected from the list of student information systems. Additionally, you are now able to configure an optional refresh token.

General

Various bug fixes and improvements.

User interface

In the menu, renamed "What's New" to "Release Notes" and changed the destination to the Claris Connect Release Notes. Future product updates will be detailed in the release notes, and the What's New in Claris Connect knowledge base article will no longer be updated.

Documentation

Claris Connect Reference

Added the following topics:

New features and enhancements

Connector support

Added support for the following connector:

Important  The WooCommerce connector is provided as a preview to gather customer feedback. It may change significantly in future releases and is not yet intended for use in production flows.

Utilities

The Webhooks utility has been renamed to HTTP to better reflect the behavior of the utility as well as to be more consistent with other protocol-based utilities. The triggers and actions are exactly the same as they were before—only the name and icon have changed.

Documentation

Claris Connect Help

Updates:

Claris Connect Reference

Added the following topics:

Updated the following topics:

User experience improvements

General

Various bug fixes and improvements.

New features and enhancements

Connector support

Added support for the following connectors:

Important  The Xero connector is provided as a preview to gather customer feedback. It may change significantly in future releases and is not yet intended for use in production flows.

New features and enhancements

Connector support

Added support for Wordpress (preview)

Important  This connector is provided as a preview to gather customer feedback. It may change significantly in future releases and is not yet intended for use in production flows.

User experience improvements

OneRoster

The "Get data for Apple School Manager" action can now filter by school when retrieving data from your Student Information System (SIS) to be imported to Apple School Manager.

General

Various bug fixes and general improvements to certain buttons and menus.

New features and enhancements

Zoom

The Zoom connector is now available in Claris Connect, and Claris Connect is now listed in the Zoom marketplace. The initial release of the Zoom connector comes with the following triggers and actions:

Triggers

  • Meeting started

  • Meeting created

  • Meeting updated

  • Meeting deleted

  • Meeting ended

  • New meeting registrant

  • Recording created

  • New recording transcript generated

Actions

  • Get all meetings

  • Create a meeting

  • Get a meeting

  • Update a meeting

  • Delete a meeting

  • Get meeting occurrences

  • Add meeting registrant

  • List meeting registrants

  • Get past meeting details

  • List meeting participants

  • Update meeting registrant status

  • Get all recordings

  • Get meeting recordings from the cloud

  • Get company contacts

User experience improvements

Apple School Manager

Added the Patch Apple School Manager CSV data action. You can use this action to look for validation errors caught by the Validate Apple School Manager step and modify the data to temporarily fix errors so that the sync to Apple School Manager is more likely to succeed. See "Patching data errors in Apple School Manager CSVs" in Claris Connect Help.

Addressed issues

SurveyMonkey

  • Fixed an issue that caused triggers not to work

New features and enhancements

OneRoster

Claris Connect support for the OneRoster API via the OneRoster connector has been enhanced to provide more flexibility when creating flows. The OneRoster connector allows you to work with data from your Student Information System (SIS) and upload it to Apple School Manager. In addition to the connector, two help topics were created to help you use the connector as well as troubleshoot integration issues you may encounter.

See "Connecting via OneRoster" and "Troubleshooting Apple School Manager integration issues" in Connect Help below.

Documentation

Claris Connect Reference

Added the following topics:

Claris Connect Help

Added the following topics:

Connector support

Added the following actions:

Apple School Manager

  • Format data as CSV files

OneRoster

  • Get data from Apple School Manager

  • Validate OneRoster ZIP file

  • Extract data from CSV files

Pipedrive

  • Add activity

  • Find deal

  • Find organization

  • Find person

SFTP (utility)

  • File uploaded (Apple School Manager users only)

Note  This trigger requires the use of a Claris Connect File Account which is currently only available to Apple School Manager users.

User experience improvements

Webhooks

  • Several usability enhancements were made to the webhooks dropdown menu to make creating and finding webhooks easier

  • Webhook names now support Unicode characters

Flow naming

  • You can now rename a new flow when you first create it. Previously, new flows would be named "Untitled" and required you to change the name after it was created.

Deprecated features

The tables below show steps that have been deprecated in this release:

Apple School Manager

Trigger/Action Replaced with
File uploaded to Claris Connect file account File uploaded (SFTP utility)
Transfer file Upload ZIP file
Upload Apple School Manager CSVs to Apple School Manager

Upload ZIP file

 

OneRoster

Trigger/Action Replaced with
Import OneRoster data to Apple School Manager Get data for Apple School Manager

New features and enhancements

Documentation

You can now use Claris Connect Reference to learn more about actions and triggers for utilities and connectors. This new document currently doesn't include all connectors provided by Claris Connect, but it will be updated to include more connectors over time.

Connector support

Added support for the following connector:

  • Veracross (Apple School Manager users only - Preview)

New features and enhancements

Connector support

Added support for the following connectors:

User experience improvements

  • In project settings, the Send error email notifications option now:

    • sends error email notifications to all project collaborators instead of only to the project owner

    • shows a list of collaborators to send emails to

  • Added the ability to rename a flow from the navigation bar

  • General improvements

New features and enhancements

Connector support

Added support for Mosyle Manager (preview)

Important  This connector is provided as a preview to gather customer feedback. It may change significantly in future releases and is not yet intended for use in production flows.

Shopify connector

  • Added the action "Get list of transactions from an order"

Calendly connector

  • The action "List scheduled events" now automatically selects your current organization.

Twilio connector

  • Removed the action "Send fax" because Programmable Fax was disabled from the Twilio API. For more details, see this Twilio support article.

On Error step

  • The On Error step now captures the full error response from the API, which can then be used as step data in the following steps.

User experience improvements

New features and enhancements

Email notification system for errors

  • Added a notification system that emails project creators if an error occurs during a flow run. To enable error email notifications, click a flow then do one of the following:

    • Click Bell icon next to the name of the flow.

    • Click the Settings tab, then turn on Send error email notifications.

Calendly connector

Added the following actions:

  • List all scheduled events: Use this action to return details of all scheduled events.

  • Get a scheduled event: Use this action to return details of a single scheduled event.

Monthly API request limit

  • Flows that are suspended because the monthly API request limit was reached will now be automatically reenabled at the start of the following month or after your subscription is upgraded to allow more monthly API requests. See Managing Claris Connect in Claris Connect Help.

SSH public key authentication

  • Added support for SSH public key authentication for SFTP file accounts.

Dates utility

Added the following option for the "Format" field of the "Format dates" action to support the NAVITIME API connector:

  • YYYY-MM-DDThh:mm:ss

New features and enhancements

NAVITIME API connector (Japan only)

Student Information System (SIS) connectors

  • The "Additional Information" column in the History tab now reveals API errors returned by the SIS during a flow run.

Monthly API request limit

  • Added in-app alerts that notify you when you approach your monthly API request limit, starting at 70%.

Connected Apps tab

  • The Connected Apps tab has been renamed App Connections to more accurately reflect the purpose of the tab.

Quick access to flows when deleting webhooks and file accounts

When attempting to delete webhooks and file accounts used in flows, the dialog that appears now has links to the flows using the webhook or file account. Webhooks and file accounts must be removed from any flows they're used in before they can be deleted.

New features and enhancements

Flow history and request and response data

  • Changed the behavior of flow history so that it is always on, but you can now choose whether to turn on saving request and response data. For more details, see Viewing flow history in Claris Connect Help.

Student Information System (SIS) connectors

  • In the Follett Aspen sign-in dialog, added prefix to the Domain field.

  • In the Skyward sign-in dialog, added prefix to the Skyward API URL field.

Addressed issues

Addressed general bugs and the following issues:

  • Long database or action names were cut off when choosing an action.

  • In some cases, the Run now button would spin infinitely or flows would fail to complete when using the Schedules "Wait for" action.

New features and enhancements

Manually triggering flows

  • For flows triggered by the Schedules or Webhooks utilities, added the Run now button on the flow's page to give you the option to manually trigger a flow.

Connected Apps tab

  • Added pagination to the Connected Apps tab that makes it easier to browse lists of accounts and shows the total number of connected apps in the current project.

Claris FileMaker connectors

  • Improved the formatting of account descriptions for the following Claris FileMaker connectors:

    • Claris FileMaker Server

    • Claris FileMaker Server On-Premise

    • Claris FileMaker Cloud

      By default, account descriptions include the name of the database when created.

Google Drive connector

  • Added support for shared drives.

Addressed issues

Addressed general bugs and the following issue:

  • Substeps were listed under "Actions" in the badge text for some connectors.

New features and enhancements

Jamf Pro connector

  • Added support for Jamf Pro, an Enterprise Mobility Management tool that automates device management and empowers IT and the users they support by delivering unified endpoint management.

    With this release, the Jamf Pro connector provides the ability to retrieve a list of mobile devices as well as detailed information about each mobile device.

Flow navigation

  • The flow editor has been streamlined to make it easier to locate and navigate between options. While viewing a flow, the top navigation bar provides the name of the current flow and a back button to return to the list of flows in the project.

History tab

  • Added support for linking directly to flow run history details

Design

  • General design improvements

Addressed issues

Addressed general bugs and the following issue:

  • The Box connector returned incorrect error messages in some cases

New features and enhancements

QuickBooks connector

  • Replaced "Find customer by query" action with the "Get data by query" action. You can now perform a query against an entity while specifying selection criteria, properties, sort order, and more.

  • Added fields to the "Create invoice" action. Additional fields allow you to provide more details when creating an invoice. The "Create invoice" action now includes the following fields:

    • Customer ID

    • Reference number

    • Shipping address

    • Bill-to address

    • Terms

    • Memo

  • Added the "Find item by ID" action. Use this action to find and retrieve an item's details by specifying its ID.

  • Updated the connector for general improvements and bug fixes.

Media SMS connector (Japan only)

  • Added a new connector for sending messages using the Media SMS service by Media4u, which supports the four major carriers in Japan.

Support for Skyward Qmlativ

  • Added support for the Skyward Qmlativ Student Information System (SIS).

Addressed issues

On-premise Agent: 1.1.7

Addressed the following issue:

  • The on-premise agent lost connection after running for several days and required reentering the agent name and key to reestablish a connection.

New features and enhancements

Integration with Apple School Manager

  • Sign in with Apple ID - Apple School Manager users can now use their existing Managed Apple ID to sign up for and sign in to Claris Connect.

  • Onboarding - A streamlined onboarding process helps get school districts started with Claris Connect and allows them to sync their Student Information System (SIS) data with Apple School Manager in only a few minutes.

  • IMS Global Certification - Claris Connect is now IMS Global Certified for the OneRoster specification, which supports secure sharing of roster, course, enrollment, and grades data with Apple School Manager.

  • SIS connectors with templates

    • SIS connectors are now available for Aeries, Follett Aspen, and Skyward, which adhere to the OneRoster API specification.

    • For each connector, an action is available that automates importing and uploading data from the SIS directly to Apple School Manager. Preconfigured substeps in this action perform all the necessary data processing before the upload.

    • A flow template is available for each SIS connector. The templates provide a wizard-driven experience for creating a flow that automates daily sync of roster data to Apple School Manager.

  • Apple School Manager templates area - A new section in the Templates tab provides quick access to templates specifically designed for syncing SIS data with Apple School Manager.

Enhancements

  • History tab - New icons help you quickly identify the status of steps in a flow run.

Known issues, limitations, and workarounds

The following limitations are known and being worked on:

  • Users already signed in to Claris Connect must sign out before accepting an Apple School Manager invitation.

  • Users must use their Managed Apple ID to sign in to Claris Connect if they already have a Claris Connect Account. The accounts are not shared.

  • Processing an Apple School Manager license can take up to an hour.

    Note  Customers should contact Claris® Sales if their license is not processed.

APIs, technologies, or features to be deprecated

As Claris Connect evolves, the list of supported technologies, APIs, and features will change. As part of this evolution, certain connectors, actions, and features may be deprecated in favor of newer ones. Although deprecation does not mean the immediate removal of an item, you should migrate your flows away from deprecated technologies because these technologies may be removed in a future version of the product.

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