Hi I have created multiple Document templates within CLIO. How do I make a Zap that auto generates one of them when a new matter is created? The trigger I am using is “When a new matter is created”, and I presume the action is “upload document into matter”
Any ideas?
+14
Hi
If there is not an available Zap action to use, then you may have to try an advanced approach with the Clio API via one of these Zap actions:
+1
Hi
The best solution I can think of is to build your templates in something like Google Docs, then populate those templates with Clio information. You can create placeholders/merge fields in Google Docs with double brackets like this {{merge_field}}. Then, you’ll use Create Document from Template in Google Docs to populate the template. When you generate the file in Google Drive, you’ll add that file to the matter with a field that says something like File (Exists but not shown).
I know you’ve probably spent a lot of time building out the templates in Clio. I welcome any other ideas from the community.
Best,
Ryan Schweighart
Whole Hart Impact, LLC
whimpact.co
I help businesses with Zapier and HubSpot.
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