Claris Connect Release Notes

New features and enhancements

Templates

You can now create custom templates from your existing projects. These templates contain all the flows from the original project, can be used to create a copy of an existing project—for example to migrate to new or different services without affecting your flows already in production—and they can be shared with other teams that you're a part of.

To learn more, see Creating custom templates in Claris Connect Help.

Addressed issues

Pipedrive

To address various issues, the following actions have been updated to use the latest version of the Pipedrive API:

• Create person (quick)

• Create person (advanced)

• Update person

With this change, the required format of certain field values has changed from comma-separated values to JSON objects. For example, when entering a value in the Email field:

email01@example.com,email02@example.com

Should now be:

{"value": "email01@example.com", "primary": true, "label": "work"},{"value": "email02@example.com", "primary": true, "label": "home"}

Important  "primary" and "label" are required attributes in the JSON object.

New features and enhancements

User interface

Navigation has been reorganized for a cleaner experience:

• My Projects, Custom Connectors, and Templates tabs are now located in a collapsible sidebar.

• Help resources (Claris Connect Help, Release Notes, Learning Academy, and Support) are now available at the bottom of the sidebar.

• Team options and subscription usage details have moved to the profile menu in the top bar.

New features and enhancements

User interface

• You can now access the license key, if available, for your currently selected team in the Claris Connect footer.

• General styling and spacing improvements.

Addressed issues

Claris FileMaker connector

• Fixed an issue causing date format values in text fields to cause an error.

FTP utility

• Fixed an issue preventing the Secure option from being selected, which prevented FTP utility steps from being added to a flow.

Documentation

Claris Connect Help

Enhanced on-premise agent topics with improved setup guidance and technical details:

• Added security model explanation - Documentation now clearly explains how the on-premise agent creates a secure tunnel without requiring firewall modifications or port forwarding.

• Clarified deployment flexibility - Added guidance that agents can be installed on any Windows or macOS machine within your network, not necessarily on the FileMaker Server itself.

• Updated SSL certificate requirements - Specified that FileMaker Server requires a custom SSL certificate (not self-signed) for HTTPS protocol compatibility.

• Enhanced agent management information - Added details about automatic service startup, connection status monitoring, and configuration file management.

• Improved installation workflow - Added post-installation confirmation steps and connection verification guidance.

Addressed issues

Claris Studio connector

• Related data updated (trigger) - Fixed an issue preventing the ability to configure the trigger and add it to a flow.

CloudSign connector (Japan only)

• Fixed an issue with the sign in dialog that prevented you from being able to connect an account.

Addressed issues

Box connector

• Fixed a critical issue with the Box connector's "Upload New File" action that was preventing files from uploading successfully. Users were encountering upload failures that disrupted automated document workflows.

  This fix is especially important for organizations that rely on automated file uploads for business-critical documents, particularly when manual alternatives aren't viable for sensitive materials.

Claris FileMaker connector

• Fixed several issues caused by non-English characters in scripts and field names:

  • Run script (trigger) - Scripts with Chinese or Japanese characters no longer return errors when the flow is triggered.

  • Find record (action) - Fields with Japanese "double-byte" characters no longer cause an error when the step is run.

  • Create record (action) - Certain special characters, for example "ó," no longer cause an error when the step is run.

New features and enhancements

Claris FileMaker connector

• Added the following action:

  • Find records

• Added support for Japanese characters in script names.

Pipedrive

Added the following actions:

• Get all users

• Get all deals

• Get all persons

• Get all organizations

• Get all stages

New features and enhancements

Claris FileMaker connector

• Added the following action:

  • Upload to container

• Field IDs and Table IDs are now included in the table structure and returned in the response.

  Example Field ID: FMFID:4296032389

  Example Table ID: FMTID:1065093

• Field definitions now include a boolean index property.

New features and enhancements

Claris FileMaker connector

Added the Claris FileMaker connector.

This connector unifies the functionality of the Claris FileMaker Server and Claris FileMaker Cloud connectors, offering a more robust and future-compatible solution with several "Advanced" actions that give you more control of your data.

Enhanced performance and scalability

• Improved scalability to handle larger datasets and concurrent operations

• Asynchronous script execution for better performance with long-running operations

Advanced data operations

• JSON-based "Advanced" actions for create, update, and delete operations, providing more flexibility for complex data manipulation

• Flexible record identification using either external Row ID or Primary Key, giving you more control over data relationships

• Layout-independent field access—all writable fields are now available regardless of layout context

Improved integration capabilities

• Enhanced container field support with native Claris Studio attachments and expanded file type compatibility

• Standardized response schema for more predictable API interactions

• Advanced script parameter support for passing complex data to FileMaker scripts

Real-time data synchronization

• Record-based triggers that automatically execute flows when records are created, updated, or deleted

  Note  Available with FileMaker Server 2025 (version 22.0.1) or later

• Table schema access for dynamic integration building

Developer experience

• OData string-based queries for more intuitive and powerful find operations

• Table management actions including create, update, and delete table operations

To access custom apps via the Claris FileMaker connector:

1. Enable both the OData (fmodata) extended privilege in your target app.

2. Enable this API in the Connectors tab of your FileMaker Server Admin Console or FileMaker Cloud Admin Console.

3. For FileMaker Server, ensure the host is running FileMaker Server 21.1.0 or later.

For supporting documentation, see Working with the Claris FileMaker connector in Claris Connect Help and Claris FileMaker in the Claris Connect Reference.

User interface

Various minor improvements and fixes.

Legacy notice

Claris FileMaker Server and Claris FileMaker Cloud connectors

With the introduction of the new Claris FileMaker connector, the existing Claris FileMaker Server and Claris FileMaker Cloud connectors have been transitioned to legacy status.

Please be assured that your existing integrations will remain fully functional through at least the end of 2025. We will provide at least 3 months advance notice before any changes to support status, ensuring you have sufficient time to complete your transition to the new connector.

For new integrations, we recommend using the new Claris FileMaker connector. To proactively ensure your flows remain robust and to leverage the new connector's benefits, we encourage you to explore and test the new connector and plan to transition your existing workflows at your convenience.

Documentation

Connect Help

Updated and renamed the following topics:

• Connecting to Claris and FileMaker apps --> Connecting to Claris apps

• Adding a Claris or FileMaker connector trigger --> Adding a Claris connector trigger

• Adding a Claris or FileMaker connector action --> Adding a Claris connector action

Added the following topic:

• Working with the Claris FileMaker connector

Moved the following topic:

• Working with the Claris Studio connector

  • Now under Connecting to Claris apps

Removed the following topics, which were consolidated into topics above:

• Adding a Claris Studio connector trigger

• Adding a Claris Studio connector action

Connect Reference

Added the following topic

• Claris FileMaker

New features and enhancements

JSON utility

Added the following action:

• Modify object properties in array

  Allows you to remap property keys and omit entire properties from JSON objects in an array.

Google Sheets

Added the following actions:

• Get spreadsheet

• Get spreadsheet by data filter

Mailparser

Added the following trigger:

• Custom webhook

HTTP utility

Added support for plain text responses.

User interface

Various minor improvements and fixes.

Addressed issues

Formstack

Fixed an issue causing authentication to fail.

Documentation

Claris Connect Help

Updated the following topic:

• Claris Connect utilities - to note HTTP utility support for plain text responses.

Claris Connect Reference

Updated the following topics:

• JSON - added Modify object properties in array

• Google Sheets - added Get spreadsheet and Get spreadsheet by filter actions

• Mailparser - added Custom webhook trigger

New features and enhancements

Mosyle Manager

District-level users no longer need to enter a School ID when linking an account.

User interface

Various minor improvements and fixes.

New features and enhancements

User interface

Many improvements and refinements to the overall look and feel.

Claris FileMaker Server

• Improved the account connection dialog to always show the Database option and show a list of databases after you've been authenticated.

Addressed issues

Claris FileMaker Server

Fields didn't appear when selecting a layout in the Create record and Edit record actions.

Flow history

• Status and Flow Name filters didn't show after selecting an entry and returning to the History tab.

• Status and Flow Name filters were cleared after going to a new page in the found set.

• Searching by typing didn't work as intended.

• Selecting multiple flows caused an error.

New features and enhancements

User interface, flow history

In the flow History tab, added a Steps ran / Total steps column to indicate how many steps in a flow were successfully run.

HTTP utility

Webhooks now accept XML (text/xml) in requests.

Hubspot

Updated the connector to use the V3 Lists API because of the upcoming deprecation of the V1 Contact Lists API. Additionally:

• Deprecated the Search contact by email address action

• Added the Get contact lists action

Addressed issues

Claris FileMaker Server connectors

Improved error messages for when the Data API (fmrest) is not enabled on the host.

User interface

Various minor fixes and improvements.

Documentation

Claris Connect Help

Updated the following topic:

• Viewing flow history - to note Steps ran / Total steps column

New features and enhancements

Monthly step limit calculation

With this release, steps provided by Claris, which includes steps from Claris Apps and utilities as well as If-Then, Repeat, Stop, and On Error steps, no longer count toward your monthly step limit. Only steps from third-party apps will count toward your monthly step limit.

Note  Steps from custom connectors still count toward your monthly step limit.

Claris Studio connector, user management

Added the following trigger:

• User updated

Added the following actions:

• Invite user
• Get users
• Get user
• Remove user

With this update of the Claris Studio connector, we are empowering our developers to automate user management tasks such as programmatically inviting users, listing users, and triggering flows when user information is updated—streamlining processes like onboarding new users to Studio.

Connector support

Added the following connector:

• Anthropic

Claris Connect is introducing the Anthropic connector with two new actions: Create Message and Create Message Advanced. The Create Message action enables you to send a structured list of input messages with text, allowing the model to generate the next message in the conversation. For greater flexibility, Create Message Advanced lets you programmatically input JSON, fully automating the creation of AI generated messages to suit your workflows.

JSON utility

Convert to JSON format - Improved the usability of the Text string to convert field by expanding it from a one-line field to a multi-line field.

File size upload limits

For Claris Studio and Claris FileMaker connectors, increased the size limit for uploaded files to 100 MB.

Addressed issues

Microsoft Outlook

Fixed an issue causing the Mail Received trigger to not always trigger the associated flow when an email was received.

Quickbooks

Fixed an issue causing flows to not be triggered when performing the associated action in Quickbooks.

User interface

• Changed the behavior of project and step option menus to open when clicked instead of when hovered over.

• For flow steps, moved the Rename and Delete options into a separate menu.

• Various minor fixes and improvements to the flow building experience.

Documentation

Claris Connect Help

Updated the following topics:

• Edit flow

Claris Connect Reference

Updated to add Claris Studio connector trigger and actions mentioned above.

Known issues

Xero

All triggers are broken and have been temporarily removed. We are actively working on resolving this issue.

New features and enhancements

Claris Studio connector

Added the following trigger:

• Multiple records created

Added the following actions:

• Create multiple records

• Advanced: Create record

• Advanced: Update record

'Advanced' actions allow you to use JSON to programmatically create and update records.

Steps ran / Total steps for each flow run

In the History tab, a new Steps ran / Total steps column was added to show the number of steps that were executed in a given flow run out of the total number of steps in that flow. For example, if a flow has 10 steps but failed on step 3 during a run, the column will show 3/10 to indicate that only 3 steps were run in that flow, including the step that returned an error.

Claris product logos

Claris product logos in Claris Connect were updated to the newest versions.

HTTP utility

Reply with JSON - Now when using the Reply with JSON action, you are no longer required to enter anything in the Response data field.

Addressed issues

Intercom

The Search conversations action will no longer always return a "Query body must contain a query hash" error message.

User interface

Various minor fixes and improvements.

Claris Studio connector

Fixed a few cases where the default value for a field didn't match its description.

Documentation

Claris Connect Help

Updated the following topics:

• Move a project - Noted that on-premise agents and custom connectors stay in the source team when moving a project to another team.

Claris Connect Reference

Updated to add Claris Studio connector trigger and actions mentioned above.

Addressed issues

Google Sheets and Google Drive

Fixed an issue preventing users from accessing data in their Google Account. Due to security limitations, users are only able to interact with files and folders created by Google connectors within Claris Connect. We are currently looking into a custom connector template that would allow users to interact with their files and folders without having to upload them from Claris Connect first.

Flows

Fixed an issue preventing some non-team managers from being able to delete flows.

New features and enhancements

Claris Studio connector

For Claris Studio and Claris Connect users, the Claris Studio connector is now available for you to integrate your Claris Studio data with your FileMaker custom apps and many third-party apps. For more information on using the Claris Studio connector in your Claris Connect flows, see Working with the Claris Studio connector in Claris Connect Help.

Dropbox

Added the Wait for completed upload field to the Upload file from URL action, which gives you the option to tell the step to wait for the upload to Dropbox to complete before continuing to the next step in the flow—useful when uploading large files.

Note  The upload to Dropbox will time out after 15 minutes, which may cause the step to fail.

Quickbooks

Create invoice and Update invoice - Added the Invoice date field.

Quickbooks sandbox

Added the Quickbooks sandbox connector to allow you to work with your Quickbooks sandbox companies separately from your production companies and the production Quickbooks connector. If you were signed in to a sandbox environment with the existing Quickbooks connector, your Quickbooks steps will be converted to Quickbooks sandbox steps.

Moving projects

You now have the ability to move projects to and from teams that you're associated with. When you move a project from one team to another, all flows, app connections, settings, and email notifications are preserved. See Move a project in Claris Connect Help.

Getting started

First time users will now see a welcome popup that directs them to the Claris Academy, where they can learn more about how to get started with Claris Connect.

Documentation

Claris Connect Reference

Added the following connector:

• Claris Studio

Known issues

Claris Studio connector

Attempting to use a URL obtained from the Get file link Claris Studio action with the Upload to container Claris FileMaker Server action will result in an error.

Addressed issues

Custom connectors

Improved the stability of custom connectors to prevent unexpected disconnections from third-party apps.

Microsoft Outlook

Fixed an issue with the Mail received Microsoft Outlook trigger losing authorization after 3 days, causing the trigger to not work anymore.

OpenAI

Fixed an issue preventing use of the Create a chat completion action.

New features and enhancements

Xero

Create contact and Update contact - Added the following fields:

• Addresses

• Phones

• Is supplier

• Is customer

• Contact persons

Documentation

Claris Connect Reference

Added the following connectors:

• FullContact

• Google Calendar

• Zoom

• iTrust (Japan only)

Added additional field information for the following connectors:

• Clarifai

• Dropbox Sign

• Google Sheets

• Jamf Pro

• Jira

• Mailchimp

• Microsoft Outlook

• OpenAI

• Shopify

• Slack

• Stripe

• WooCommerce

• Xero

Deprecation notice

The following connector has been deprecated. Remove any related steps or step data used in flows to avoid disruption:

• UPS Mobile

New features and enhancements

User interface

• menu

  • Renamed Help to Claris Connect Help.

  • Introduced a new Contact Support link so you can easily reach out to support if you face any problems.

• Monthly step limit - Updated warning messages seen when approaching your monthly step limit to be more clear that active flows will be turned off once the step limit is reached. To prevent this, either upgrade your Claris Connect subscription to increase your monthly step limit or reduce step usage until the monthly limit is refreshed.

• Signing in - Updated the error message seen when attempting to sign in with an unrecognized device or browser. When this happens, Claris Connect sends an email to the address associated with your account that you can use to verify the sign in attempt.

Addressed issues

Claris FileMaker Pro

Fixed an issue causing the Trigger Claris Connect Flow script step in FileMaker Pro to run all flows in a Claris Connect project that use the Trigger by script trigger.

Dropbox

Fixed an issue causing the connector access token to expire too quickly, which required users to frequently re-verify credentials to be able to use the connector.

HTTP utility

Fixed an issue causing the HTTP utility to return an error if data contained multi-line input, caused by pressing Shift-Enter for example, or new line characters such as \n or \t.

Monthly step limit

Fixed an issue causing the warning email that notifies you when you've reached 90% of your monthly step limit from being sent.

User interface

• New flows - Fixed an issue causing newly created flows to not appear until the browser was refreshed.

• Versions - Fixed an issue allowing users to restore flows to version 1, which caused an error due to the flow not containing any steps.

Documentation

Claris Connect Help

Updated the following topics to note limitations of custom connectors:

• Creating custom connectors

• Creating and using client secrets for authentication via OAuth2

New features and enhancements

User interface

Help menu - Added a link to the Claris Connect Release Notes and a visual indicator on the menu icon that indicates when a new version of the release notes is available.

Addressed issues

Amazon Web Services (AWS) S3

Upload file - Attempting to connect your AWS S3 account resulted in an error because of a missing S3 permission for AWS Identity and Access Management (IAM). To address this, a 'Learn more' link to relevant AWS documentation that explains how to add this permission was added to the sign in dialog.

Claris FileMaker Cloud

Updated the 'Oops! Something went wrong' error message in the account connection dialog to indicate that the FileMaker Data API (fmrest) extended privilege must be enabled in the app you're connecting to. For more information, see:

• Connecting to FileMaker apps

• Outbound IP addresses

• Troubleshooting and common issues

Microsoft Sharepoint

Upload a file to a library - Updated the description of the File URL field to indicate the file size limit (100 MB) and updated the related error message to indicate when the step fails due to a file exceeding the size limit.

Custom connectors

Fixed an issue preventing Authentication from being tested in the Debugger tab when using secret keys with OAuth2.

User interface

• Fixed an issue preventing the email notification icon () from changing to when clicked to indicate that email notifications have been turned on.

• Fixed several other minor visual issues.

Addressed issues

Box

Fixed an issue causing the Download file action to return an error.

Claris FileMaker Server and Claris FileMaker Server On-Premise

Added and improved error messages when attempting to connect to a FileMaker app.

Google Drive

Fixed an issue causing the Download non-Google file action to return an error.

Mailparser

Fixed an issue causing an empty error message to appear in the sign in dialog when credentials were invalid.

Custom connectors

Fixed an issue preventing the Sign In dialog on the Debugger page from appearing when authenticating with OAuth2.

User interface

• Auto Replay - Fixed an issue caused the failed step to show as running even though the rest of the steps in the flow have completed.

• Fixed several other minor visual issues.

Addressed issues

Microsoft Entra

Fixed an issue causing authentication to fail.

Amazon Web Services (AWS) S3

Fixed an issue causing authentication to fail.

Documentation

Connect Help

Updated the following topics:

• Connecting to FileMaker apps - Added links to additional relevant documentation to help you successfully connect to your FileMaker apps from Claris Connect.

• Connecting via OneRoster - Added more supported Student Information Systems (SIS).

• Integrating with Apple School Manager - Added information about the new Sync Assist feature that Claris Connect powers from inside Apple School Manager.

• Patching data errors in Apple School Manager CSVs - Added Prevent duplicate Apple School Manager records details to validation error scenarios table.

Connect Reference

Added the following connector:

• OneRoster

Documentation

Connect Help

Updated the following topics for clarity and accuracy:

• Creating flows with templates

• Action steps

• If-Then steps

• Repeat steps

• Uploading school data to Apple School Manager

• Connecting via OneRoster

• Reviewing the upload flow

Removed the following topics:

• Connecting via the Aeries SIS

• Connecting via the Follet Aspen SIS

• Connecting via the Skyward SIS

The above 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:

• OneRoster CSV

• OneRoster SIS

See Creating your flow from a template.

Connect Reference

Updated the following connector:

• Apple School Manager

Added the following connectors:

• Claris FileMaker Cloud Admin API

• Claris FileMaker Server Admin API

• Google Sheets

• Media SMS (Japan only)

• NAVITIME API (Japan only)

• PostcodeJP API (Japan only)

• SmartHR (Japan only)

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:

• QuickBooks

• Slack

New features and enhancements

Connector support

Added the following connector:

• FullContact

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:

• Azure Active Directory

• Clarifai

• Jira

• Microsoft Outlook

Updated the following topics:

• Apple School Manager

• Freshdesk

• Mailchimp

• OpenAI

• Sendgrid

• Stripe

• Twilio

• WooCommerce

• Xero

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:

• Troubleshooting and common issues

Updated the following topic:

• Adding a Claris or FileMaker connector trigger - Added an example that uses the new Trigger Claris Connect Flow script step to trigger a flow.

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:

• OpenAI

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:

• OpenAI

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:

• OpenAI (preview)

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:

• Dropbox Sign

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:

• Dropbox Sign (Preview)

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:

• Dropbox Sign

• Smartsheet

• Twitter

• UPS Mobile

• Wufoo

New features and enhancements

Connector support

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

• WooCommerce

• Xero

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:

• Stripe

• Xero

New features and enhancements

Connector support

Added support for the following connector:

• WooCommerce (preview)

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:

• Integrating with Apple School Manager - added list of Claris Connect outbound IP addresses

• Connecting via OneRoster - added information on how to filter SIS data during import

Claris Connect Reference

Added the following topics:

• Microsoft Teams

• PubNub

• SMMRY

• SurveyMonkey

• Trello

• WooCommerce

• Wordpress

Updated the following topics:

• HTTP (formerly Webhooks)

• Apple School Manager

• Box

• Claris FileMaker Cloud

• Claris FileMaker Server

• Mailchimp

User experience improvements

General

Various bug fixes and improvements.

New features and enhancements

Connector support

Added support for the following connectors:

• Microsoft teams

• Wordpress

• SMMRY

• Xero (preview)

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:

• Google Maps

• Google Translate

• HubSpot

• Jamf Pro

• Mailgun

• Mailparser

• MonkeyLearn

Claris Connect Help

Added the following topics:

• Working with flow versions

• Viewing and updating flow settings

• Connecting via OneRoster

• Troubleshooting Apple School Manager integration issues

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

OneRoster

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:

• OneRoster

• Mosyle Manager

• SurveyMonkey

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

• Added a link to Claris Academy in the menu

• (Apple School Manager users only) Added a link to Integrating with Apple School Manager in Claris Connect Help in the menu

• In FileMaker connectors, added a link to Adding a FileMaker connector trigger in Claris Connect Help

• General bug fixes and 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 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)

• Added support for NAVITIME API (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.