I am trying to create a series of zaps so that when a call ends on RingCentral, it bills the time in Practice Panther automatically to the client and matter. I have managed to format the date, duration, phone number to ensure it stays the same and is in Practice Panther’s units and I have been able to successfully Find Contact, but the issue I am facing is I have not managed to get Zapier to find the matter from the contact info or even the client’s name. So I am unable to complete the zap because I am unable to identify the matter. I tried doing a custom field, but it gave string of text that is not consistent for all matters because they are custom fields. I was wondering if anyone had a solution or a possibility that may work. Thank you.
Best answer by Troy Tessalone
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