I am new to Zapier so I thought I would start out with a “simple” zap. I am trying to create a folder called communications every time a new matter is created in Clio. I am not having any luck. Can someone help me out with this? I am hoping once I figure out what I am doing wrong that will help me when creating other zaps. Thanks!
Question
How do I create a folder called "communications" in Clio every time a new matter is created?
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+14- Zapier Expert
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Hi
Good question.
To help us have more context, please post detailed screenshots with how your Zap steps are configured along with any encountered errors, thanks.
⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
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See link to the zap we created to create folders/subfolders based the Practice Area selected at the time that a new matter is created in Clio.
https://zapier.com/shared/a81c7c4175bf6a86b42dd84db7112735460f7a66
The link to the zap that I just posted, has one additional action in Xero. Each time a new matter is created in Clio, in addition to the auto population of folders and clio matter reference number, the Zap also creates a contact in Xero based on the label name selected by the user who created the new matter.
When an expense is incurred on a matter, we enter the expense in both Clio for billing purposes and then in Xero for accounting...the expense entry in Xero is “assigned” to a contact (an Clio Matter).
+14- Zapier Expert
- 31497 replies
To help us have more context, please post detailed screenshots with how your Zap steps are configured along with any encountered errors, thanks.
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