Looking for some help on how to avoid duplicating contacts when pushing from Lawmatics to Clio Manage. Anyone have an idea of how to do this?
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+9- Zapier Expert
- 617 replies
Hi
You should be able to use this action to find or create a contact:
If the contact using the email address already exists, it will not create a new contact, however if doesn’t exist it will create a new contact.
- Beginner
- 5 replies
That doesn’t seem to be working.
Here’s what I’ve done (because I need to understand every step of the logic… if I’m wrong on something, please tell me):
- Matter converted in Lawmatics
- Find Contact in Clio
- Only continue if email from Lawmatics does not exactly match email from Clio
- Create Clio Contact
+14- Zapier Expert
- 30942 replies
Hi
Perhaps you can post screenshots with how each of your Zap steps is configured for us to have better context, thanks.
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