I’m hoping to follow up on my question in this post:
I think the solution Danvers suggested will work. I just don’t have the knowledge to execute it. What I need is a way to extract an email address from the text of an email. Thank you in advance for any assitance.
This is my original question:
“Has anyone come up with a way to automatically forward email replies to Clio matters? Clio provides maildrop addresses for each matter that allow the user to send or forward emails directly to the matter. When I send an email regarding a case I CC the maildrop address so that the matter receives a copy. I'd like to set up a zap so that the response is also automatically sent to the matter. I could also include the maildrop address within the body of the email.”
This is Danvers reponse:
“Hi
Formatter by Zapier is a really handy tool for pulling out pieces of text from a field. The most efficient way to do it is by using the Extract Pattern function, which is under the Text events. Extract pattern allows you to use Regex to extract specific parts of a piece of text, Regex is a sort of code that tells an app which pieces of information you need. Using Extract pattern will allow you to pull out the the matter from Clio using only one additional step, but you’ll need to work out the correct regex to do that. If you want to learn more about Regex, I like the site Regexr as it allows you to test different expressions, and a quick Google will find you lots of resources.
Another option is to use a few different Formatter Split Text steps. For example, your first split text step would split email address where there’s a + sign, so you would have just ‘matterXXXXXXXXXXX@maildrop.clio.com’ The second step would split the text at the @ sign, leaving you with just matterXXXXXXXXXXX.
I hope that makes sense, do you think you could use one of those methods to do what you need?”
