I have created a zap that performs these steps.
Step 1 - Complete Documate Interview
Step 2 - If it’s a unique record, create a Contact in Clio
Step 3 - Create a Matter in Clio
A few days ago, we decided to change some of the variable types in the Documate workflow.
As one example we changed a text variable to a number variable, to match the integer field in Clio.
Another example, we changed a true/false variable to a dropdown variable because we needed to add one more option.
However, when I go back in to Zapier, no matter how many times I refresh, test with new interviews in Documate, etc… the new versions of those variables will not pull in.
One specific example: I have a variable {[ResidencyYears]}. We initially had it as text variable in Documate because we thought we would have the user type in the word “years” after the number. Later we determined to change {[ResidencyYears]} to a number variable. However, when we try to map it in Zapier, it still recognizes it as “text”, rather than “999” and we get an error. (I am temporarily using the formatter to deal with that particular variable. However, because there are other variables we are having issues with, I thought I need to find out if this is unique to Documate variables, or if others have had similar issues.)
Is there any way to fix this? Or do I have to totally recreate this Zap?
Further - is there a way to use a zap to map a text variable in Documate to a picklist field in Clio?
Thank you!
Lorrie
