Hello guys, I need help implementing a solution on clio integration. Here’s what we like to do:
I tried but I’m having a problem getting the task ID which is a required field to update a task in clio.
+6Hi there
Before we dig deeper into this, could you please share screenshot with how your Zap is configured? Especially, the step where you’re having the issue? Please don’t include/blur out any personal information in the screenshot.
Thanks! 😊
here’s the screenshot, we got no way to get the task ID, the trigger is gmail, when a new email comes in:
I found an API, https://app.clio.com/api/v4/tasks.json?matter_id={matterId}&fields=id,name
Can anyone help me use this on my zap action instead? I tried but I’m getting unauthorized error.
+8Hey there
Looking at your Zap plan, and considering the complexity of this set up, I would recommend reaching out to our Support team to take a closer look at your account and help you get this Zap set up successfully!
Please do let us know if you have any other questions in the future, have a great day!
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