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Question

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

  • August 13, 2023
  • 1 reply
  • 30 views
Eric LaFleur

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.

 

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

1 reply

Troy Tessalone
Zapier Orchestrator & Solution Partner
Forum|alt.badge.img+14
  • Troy TessaloneZapier Orchestrator & Solution Partner
  • Zapier Orchestrator & Solution Partner
  • August 14, 2023

Hi @Eric LaFleur 

Good question.

Can you post a screenshot of the matching Clio Matter?

 

 

⚡ Troy Tessalone - AutomationAce.com | Platinum Zapier Solution Partner | #1 Zapier Community Contributor
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