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Question

How would I write a task to create copies of a task that continually update to match an original task?

  • February 6, 2025
  • 1 reply
  • 3 views

Hello. I am trying to write a Zap that does the following:

  1. When a task is assigned to a user in Clio, create a copy of that task and assign it to another user.
  2. When the original task’s status is changed, update the copy to reflect that change.

Part one is relatively simple, but I am struggling with the nuances of setting up part 2. Has anyone ever set up a Zap like this, and if so, how did you set up the updating portion?

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1 reply

JammerS
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  • Zapier Staff
  • 2188 replies
  • February 7, 2025

Hi ​@spetter27,

 

Welcome to the Community.

 

You can automate task assignments and updates in Clio using Zapier. First, create a Zap that triggers a new task assignment and duplicates the task for another user. Then, set up a second Zap that triggers when a task's status updates. Use a filter to proceed only if the status has changed, find the copied task using a stored ID, and update it accordingly. This ensures synchronized task tracking between original and copied tasks.

 

Please note that this is a general guide, and the exact steps might vary depending on the specific options available in Clio. Feel free to reach out if you have any issues or have further questions.