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When I receive a new Google form response, I want it converted to PDF and then uploaded to the existing client matter in Clio.

I have successfully created the Google form response to PDF using the zap to PDF.co.

The next step is to Find the Matter in Clio, which was also succesful.

I run into an issue at the final step of Upload Document to Matter in Clio. 

I have tried various options to fill in the Matter field value. I get a “Not found error.” 

What am I doing wrong? The zap finds the correct Matter in Clio so I can’t figure out what is wrong with the final step.

Any suggestions?

 

Hi @JennK 

Good question.

The Matter field expects the internal Matter ID as indicated by the 123 icon.

 

The Document field expects a file object or a file url, rather than the Name of the PDF from step 2.

 

Great, that helps! I fixed the Matter issue (internal ID) and entered the URL for the PDF. But now I’m getting an error message “Request has expired.” 

@JennK 

I think PDF.co generates temp files, so you may need to test that Zap step again first.

Got it! Problem solved. Thank you!

That’s an awesome news @JennK! Big thanks to Troy for pointing you in the right direction!

If you have any other questions, please don’t hesitate to reach out to the Community. We’re always happy to help! 😊

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