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Question

Zap isn't updating Custom Field for all matters in Clio

  • 19 October 2023
  • 4 replies
  • 51 views
E

@Troy Tessalone Hi Troy, I am trying to create a Clio zap. This is the first part and I eventually hope to connect it will Tasks by Planner (Kanban).

The purpose of this zap is to update a Clio Custom Field (Custom Field is called Matter Status) once a task in Clio is marked complete (Task is called Client Intake Completion).

The issue I’m also having with Step 4 is that in the Action Section of the Zap it is asking to specify all the Required Custom fields (which corresponds to our Required Custom Field rules in Clio) but I want this Zap to apply to any matter with this task. How can this be accomplished? Thank you!

 

Thanks!

4 replies

Troy Tessalone
Userlevel 7
Badge +14

 Hi @ECL Marketing 

FEEDBACK

You can combine the 2 Filter steps into 1 Filter step by specifying multiple conditions.

 

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
Troy Tessalone
Userlevel 7
Badge +14

@ECL Marketing 

For the Matter field, you would want to map a dynamic variable for the Matter ID from a previous step.

 

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
E

Hi @Troy Tessalone 

Can you please explain what mapping a dynamic variable means? TIA

Troy Tessalone
Userlevel 7
Badge +14

@ECL Marketing 

Help article to reference: https://help.zapier.com/hc/en-us/articles/8496257774221

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor

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