Question

How to locate and find a specific Clio Matter using Missive “Conversation Shared Labels Name:” data via Zapier?

  • 13 August 2023
  • 1 reply
  • 21 views

We are working on a Zap integrating Missive and Clio. 

Trigger: a new email arrives in Missive app

Action: Locate and find a specific Clio Matter using the data located in the Missive “Conversation Shared Labels Name:” applied to the email.  But, we do not get a result, it does not return a result to the search query.

 


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1 reply

Userlevel 7
Badge +14

Hi @Eric LaFleur 

Good question.

Can you post a screenshot of the matching Clio Matter?