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Question

Clio is triggering on Open matters instead of Closed in my Zap.


I’m trying to use “Matter Status Update” in Clio Manage to trigger an email when the status is changed to “Closed”. I created the zap but when I test it, it’s pulling files that are “open” and I’m not sure why.

 

 

It appears that I’m using the correct Event & Trigger, Zapier just isn’t pulling the right information. Can’t seem to find anything about that in the troubleshooting.

Any assistance would be greatly appreciated!!

 

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7 replies

Troy Tessalone
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Hi @JaniceD 

Some Zap triggers only return representative records so you can configure your Zap action steps.

You can always add a Filter as Step 2: https://zapier.com/apps/filter/help

Try turning the Zap ON and testing, then check your Zap Runs to see the DATA IN/OUT for each Zap step to help you check/troubleshoot.

https://zapier.com/app/history/


  • Author
  • New
  • 2 replies
  • January 23, 2024

Troy,

Thank you for the suggestion, however, I added a filter step but because the trigger isn’t pulling records based on “matter_closed” status it doesn’t work. It would just stop the Zap from proceeding.

I don’t understand why it’s pulling Open status files rather than closed status files...🤷‍♀️


Troy Tessalone
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@JaniceD 

Did you try this?

Try turning the Zap ON and testing, then check your Zap Runs to see the DATA IN/OUT for each Zap step to help you check/troubleshoot.

https://zapier.com/app/history/


  • Author
  • New
  • 2 replies
  • January 24, 2024

Hi Troy,

I did try that, it doesn’t show anything in history so I’m stuck. I’m going to try something else. Thanks!

Janice


ken.a
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  • Zapier Staff
  • 6531 replies
  • January 29, 2024

Hi there @JaniceD,

I’d recommend reaching out to our Support Team regarding this issue. Our Support Team has the correct tools to look closer at the Zap and its logs to determine the cause of the issue.

You can reach our Support Team here: https://zapier.com/app/get-help

I appreciate your patience and understanding.


  • New
  • 1 reply
  • December 20, 2024

Having the same problem. I have the same trigger and iut just stopped working. I have a trial subscription with Make, and it does not have this problem.


ken.a
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  • Zapier Staff
  • 6531 replies
  • December 23, 2024

Hi ​@Jerrellw,

Before we dig deeper into this, would you mind sharing a detailed screenshot of how your Zap is configured?

Please don't include personal information in the screenshot, or be sure blur out any personal information.

Thanks!


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