Question

Avoid creating duplicate contacts in Clio Manage

Userlevel 1

Looking for some help on how to avoid duplicating contacts when pushing from Lawmatics to Clio Manage. Anyone have an idea of how to do this?

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Userlevel 7

+9

Hi @sburkel

You should be able to use this action to find or create a contact:

If the contact using the email address already exists, it will not create a new contact, however if doesn’t exist it will create a new contact.

Userlevel 1

That doesn’t seem to be working.

Here’s what I’ve done (because I need to understand every step of the logic… if I’m wrong on something, please tell me):

Userlevel 7

+14

Hi @sburkel

Perhaps you can post screenshots with how each of your Zap steps is configured for us to have better context, thanks.

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