Skip to main content

Get Support
Have a question? Let's get you an answer!

How Do I...? Troubleshooting Code & Webhooks Developer Zone

Other Help Resources
Wait, there's more! Check out these Community sourced spaces for additional resources.

Zapier Help Center Hire an Expert

Learning Resources
All of our best learning resources can be found here.

Featured Articles Show & Tell Asked & Answered Zapier's products AI Hub Zapier Tools Hub

Share your knowledge
Give back to the Community by sharing your automation wins and helping to answer questions.

Share your success See unanswered questions User Groups

Other Learning Resources
Some of our favorite additional ways to upskill your Zapier knowledge.

Zapier Learn Zapier Blog Zapier Webinars

Product Updates
Check out what is new and upcoming with Zapier with our regular product updates.

Product Updates

Early Access Program
Want to join Early Access? Learn more here.

Question

Matter in Clio not being updated with data from Jotform custom field

  • June 14, 2026
  • 4 replies
  • 21 views
N

I wish to update a matter in Clio Manage from data input into a Jotform. I am using Find Matter, so the flow is 1. Jotform, 2. Find Matter and 3. Update Matter. The Update Matter action step keeps returning errors. No idea what I am doing wrong. Any ideas? Error message is a variant of:

 

The "Update Matter" step in Clio is failing because it's attempting to update a custom field (customfield-text_line-73431) with a value from a previous step's nested data (SC-Name of Second Defender). However, the previous step's output shows this field contains a null value, which may not be accepted by the custom field, or the field reference itself may be incorrect or inaccessible.

    4 replies

    robintrainward
    Zapier Orchestrator
    Forum|alt.badge.img

    Hi ​@NIsbets,

     

    Without seeing the zap and studying the inputs/outputs I’m going to give you multiple angles to address this:

    1. Remove the datapill from the custom field in the Update Matter step
    2. One thing to check is whether customfield-text_line-73431 is configured as a required custom field in Clio, if there’s a toggle I would turn it off and set it as not required
    3. Create a filter in Zapier that only proceeds to the “Update Matter” step if the custom field != null
    4. Hardcode the custom field with something inconsequential for the sake of syncing

    Hope this helps or at least gives you a jump on troubleshooting!

    E
    Forum|alt.badge.img

    I wish to update a matter in Clio Manage from data input into a Jotform. I am using Find Matter, so the flow is 1. Jotform, 2. Find Matter and 3. Update Matter. The Update Matter action step keeps returning errors. No idea what I am doing wrong. Any ideas? Error message is a variant of:

     

    The "Update Matter" step in Clio is failing because it's attempting to update a custom field (customfield-text_line-73431) with a value from a previous step's nested data (SC-Name of Second Defender). However, the previous step's output shows this field contains a null value, which may not be accepted by the custom field, or the field reference itself may be incorrect or inaccessible.


    Hello ​@NIsbets, 

    Has this been resolved yet?

    If not, Based on the error, I'd start by checking whether the "SC-Name of Second Defender" field is actually returning a value from Jotform for the test record you're using. The error suggests Clio may be receiving a null value or a field that isn't mapped correctly.

    If the field is optional, you may also need a filter or conditional step before updating the matter.

    Happy to take a look if you'd like:

    --link removed by moderator--

    This post has been edited by a moderator to remove self-promotional calendar booking link as per our Community Code of Conduct.

    N
    • NIsbetsBeginner
    • Author
    • Beginner
    • June 16, 2026

    Thanks Emmanuel. Zapier have advised it is a bug with Clio where the Find Matter action does not send the correct information through to the Update Matter action. At least I am not los8ig my mind anymore! Appreciate your attempt to assist. 

      E
      Forum|alt.badge.img

      Thanks Emmanuel. Zapier have advised it is a bug with Clio where the Find Matter action does not send the correct information through to the Update Matter action. At least I am not los8ig my mind anymore! Appreciate your attempt to assist. 

      Okay that’s great to you Nisbets, AND it’s my pleasure in assisting. 
      Wish you the best, Nisbets

      Image: b9641a96c3dbfdb2f98995138fb82b3f

      Build beyond no-code with the Zapier SDK

      Join us on Friday, June 19, 11:30 a.m. ET for a hands-on community build-along where you'll learn the Zapier SDK, follow a live walkthrough, then build your own use case with a Zapier team member in your corner.

      Register now!
      Terms & ConditionsAccessibility statement