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Answer

Clio Upload Document Error: 'Not found' despite finding correct Matter

  • November 16, 2023
  • 5 replies
  • 121 views
J

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?

 

Best answer by Troy Tessalone

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.

 

This post has been closed for comments. Please create a new post if you need help or have a question about this topic.

5 replies

Troy Tessalone
Zapier Orchestrator & Solution Partner
Forum|alt.badge.img+14
  • Troy TessaloneZapier Orchestrator & Solution Partner
  • Zapier Orchestrator & Solution Partner
  • Answer
  • November 16, 2023

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.

 

⚡ Troy Tessalone - AutomationAce.com | Platinum Zapier Solution Partner | #1 Zapier Community Contributor
J
  • JennKBeginner
  • Author
  • Beginner
  • November 16, 2023

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.” 

Troy Tessalone
Zapier Orchestrator & Solution Partner
Forum|alt.badge.img+14
  • Troy TessaloneZapier Orchestrator & Solution Partner
  • Zapier Orchestrator & Solution Partner
  • November 16, 2023

@JennK 

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

⚡ Troy Tessalone - AutomationAce.com | Platinum Zapier Solution Partner | #1 Zapier Community Contributor
J
  • JennKBeginner
  • Author
  • Beginner
  • November 16, 2023

Got it! Problem solved. Thank you!

ken.a
ken.a
Forum|alt.badge.img+6
  • ken.aZapier Staff
  • Zapier Staff
  • November 17, 2023

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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