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When using the Update Clio matter action, then selecting a feild to update, is there a way to add to what’s already in the field, rather than replacing it? Thank you,
I’m hoping to follow up on my question in this post:I think the solution Danvers suggested will work. I just don’t have the knowledge to execute it. What I need is a way to extract an email address from the text of an email. Thank you in advance for any assitance. This is my original question: “Has anyone come up with a way to automatically forward email replies to Clio matters? Clio provides maildrop addresses for each matter that allow the user to send or forward emails directly to the matter. When I send an email regarding a case I CC the maildrop address so that the matter receives a copy. I'd like to set up a zap so that the response is also automatically sent to the matter. I could also include the maildrop address within the body of the email.” This is Danvers reponse: “Hi @JLO!Formatter by Zapier is a really handy tool for pulling out pieces of text from a field. The most efficient way to do it is by using the Extract Pattern function, which is under the Text events. Extract
Hello, Has anyone come up with a way to automatically forward email replies to Clio matters? Clio provides maildrop addresses for each matter that allow the user to send or forward emails directly to the matter. When I send an email regarding a case I CC the maildrop address so that the matter receives a copy. I'd like to set up a zap so that the response is also automatically sent to the matter. I could also include the maildrop address within the body of the email. I played around with it a few months ago but got busy with other things. I think there's probably a way to do it with mailparser, but I did have much luck. Thoughts? Thank you.
I’ve set up a mail parser account and a rule that I think does what I want it to. I’m setting up a zap triggered by a new gmail. If I try to use mailparser as the action, it says no operation is available. What I’m trying to accomplish is extracting an email address from the body of the email. Thank you.
Is there a way to differentiate between Clio users in a trigger -- Zap triggered by creating calendar event, for example, but only continues if event was created by user A?
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