I am trying to create a zap which, when a new bill is created in Clio, triggers an email from Trustpilot to be sent to the client requesting a review.
With assistance from Trustpilot I have been able to set up the first step; however, when we tried to set up the second step (‘create invitation from Trustpilot’), Zapier was not able to pull the client’s email address from Clio. We tried adding an intermediate step – ‘Find Person Contact’ – but this didn’t work either.
I would be grateful if anyone can explain how to pull the client’s email address from Clio, and if adding a third step is necessary.
