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Question

How to update a matter in Clio from Jotform data

  • June 14, 2026
  • 1 reply
  • 6 views

I wish to update a matter in Clio Manage from data input into a Jotform. I am using Find Matter, so the flow is 1. Jotform, 2. Find Matter and 3. Update Matter. The Update Matter action step keeps returning errors. No idea what I am doing wrong. Any ideas? Error message is a variant of:

 

The "Update Matter" step in Clio is failing because it's attempting to update a custom field (customfield-text_line-73431) with a value from a previous step's nested data (SC-Name of Second Defender). However, the previous step's output shows this field contains a null value, which may not be accepted by the custom field, or the field reference itself may be incorrect or inaccessible.

1 reply

robintrainward
Zapier Orchestrator
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  • Zapier Orchestrator
  • June 15, 2026

Hi ​@NIsbets,

 

Without seeing the zap and studying the inputs/outputs I’m going to give you multiple angles to address this:

  1. Remove the datapill from the custom field in the Update Matter step
  2. One thing to check is whether customfield-text_line-73431 is configured as a required custom field in Clio, if there’s a toggle I would turn it off and set it as not required
  3. Create a filter in Zapier that only proceeds to the “Update Matter” step if the custom field != null
  4. Hardcode the custom field with something inconsequential for the sake of syncing

Hope this helps or at least gives you a jump on troubleshooting!