Hello guys, I need help implementing a solution on clio integration. Here’s what we like to do:Create a trigger for gmail new email Parse out client name from the email Get the clio matter ID using the client name Mark a specific task in clio as complete based on the matter ID or whatever unique field I can use I tried but I’m having a problem getting the task ID which is a required field to update a task in clio.

Clio updating task when a new email comes in

Hello guys, I need help implementing a solution on clio integration. Here’s what we like to do:

Create a trigger for gmail new email
Parse out client name from the email
Get the clio matter ID using the client name
Mark a specific task in clio as complete based on the matter ID or whatever unique field I can use

I tried but I’m having a problem getting the task ID which is a required field to update a task in clio.

Page 1 / 1

Hi there @Arsie,

Before we dig deeper into this, could you please share screenshot with how your Zap is configured? Especially, the step where you’re having the issue? Please don’t include/blur out any personal information in the screenshot.

Thanks!

here’s the screenshot, we got no way to get the task ID, the trigger is gmail, when a new email comes in:

I found an API, https://app.clio.com/api/v4/tasks.json?matter_id={matterId}&fields=id,name
Can anyone help me use this on my zap action instead? I tried but I’m getting unauthorized error.

Hey there @Arsie -

Looking at your Zap plan, and considering the complexity of this set up, I would recommend reaching out to our Support team to take a closer look at your account and help you get this Zap set up successfully!

Please do let us know if you have any other questions in the future, have a great day!

Useful links

Sign up

Use your Zapier credentials

Log in to the Community

Use your Zapier credentials

Scanning file for viruses.

This file cannot be downloaded