Hey all!
Trying to create a zap to integrate with Clio in order to make a custom field update automatically when a task is marked complete and I am getting an error:
The app returned "NotFoundError"
I am trying to mimic the process seen here:
The error occurs on that 4th step of the zap.
Thanks for the help!
Best answer by Troy Tessalone
If the custom field is not available to update as part of the Zap action for Clio Update Matter, then you may have to explore using the Clio API: https://docs.developers.clio.com/api-reference/
+14Hi
Good question.
We would need to see detailed screenshots with how your Zap steps are configured.
Thanks for the quick response. Here is what I have. If there is an easier way to screenshot it so it is easier to understand, let me know. Thanks again for your quick response!
Step 1:
Step 2:
Step 3:
Step 4:
+14You can save a Zap step and a Task by only using 1 Filter step with multiple conditions.
+14Which field are you trying to update in Step 4?
The Matter field may expect a different value.
Check the dropdown list of options.
Each option has 2 value. (top/bottom)
The Matter field expects the bottom values.
+14Hi
Probably best to post your own topic with info and screenshots so it gets proper attention, thanks.
Sorry for taking so long to reply
The other user on the thread is correct. I want a custom field(Case Stage) to be updated on the matter.
It should update the matter that corresponds to the task that was marked complete, if that makes sense.
+14If the custom field is not available to update as part of the Zap action for Clio Update Matter, then you may have to explore using the Clio API: https://docs.developers.clio.com/api-reference/
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