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Question

How to bring note and attachment from Zoho CRM to Clio?

  • 12 January 2023
  • 8 replies
  • 38 views
A
Badge

Hi, I need to create a Contact in Clio every time a Lead in Zoho CRM change its Lead status. The problem is how can I bring the note and attachment. The note maybe as another module but I can’t find the attachment anywhere.

Thanks a lot.  

This post has been closed for comments. Please create a new post if you need help or have a question about this topic.

8 replies

Troy Tessalone
Userlevel 7
Badge +14

Hi @alphaco 

Good question.

Please post detailed screenshots with how your Zap steps are configured in order for us to have context.

Also, please outline a specific example related to the attachment you are trying to use.

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
chanelle
Userlevel 7
Badge +8

Hi @alphaco, bear with me as I do not have access to Clio. But I am wondering if you can set this up as a multistep Zap? If you are okay with testing it out, I may have a solution for you. Can you try this format; Trigger - New or Updated Lead in Zoho CRM, Action - Create Person Contact in Clio, Action - Upload document (notes) to Matter? If you give it a shot, please let me know how it works out!

christina.d
Userlevel 7
Badge +9

Hey there, @alphaco! Welcome to the community!

I wanted to swing by and see if you were still needing help with this? 🙂 If so can you clarify which Zoho trigger you’re using? As Troy mentioned screenshots (with any personal details removed) are always super helpful as well!

Also I’m not super familiar with Zoho but would the “New/Update Module Entry” work for your use case? It looks like that trigger pulls in a “File Upload” field and I wonder if that might do the trick?

Keep us posted!

A
Badge

Thank you all for your answers. Unfortunatelly, Zoho does not bring my notes or files with the Update Module Entry > Leads. I can’t find them. 

A
Badge

From Zoho CRM support they told me to bring them with APIs:

 

https://www.zoho.com/crm/developer/docs/api/v2/get-notes.html

https://www.zoho.com/crm/developer/docs/api/v3/get-attachments.html

 

Troy Tessalone
Userlevel 7
Badge +14

@alphaco 

App APIs can be used in Zaps with the Webhooks app as an action step:

https://zapier.com/apps/webhook/help

 

If you need help, consider hiring a Zapier Expert: https://zapier.com/experts

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
A
Badge

Thanks for your reply Troy! 

K

Hey

 

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