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 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

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

  • October 19, 2023
  • 4 replies
  • 112 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!

This post has been closed for comments. Please create a new post if you need help or have a question about this topic.

4 replies

Troy Tessalone
Zapier Orchestrator & Solution Partner
Forum|alt.badge.img+14
  • Troy TessaloneZapier Orchestrator & Solution Partner
  • Zapier Orchestrator & Solution Partner
  • October 19, 2023

 Hi @ECL Marketing 

FEEDBACK

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

 

⚡ Troy Tessalone - AutomationAce.com | Platinum Zapier Solution Partner | #1 Zapier Community Contributor
Troy Tessalone
Zapier Orchestrator & Solution Partner
Forum|alt.badge.img+14
  • Troy TessaloneZapier Orchestrator & Solution Partner
  • Zapier Orchestrator & Solution Partner
  • October 19, 2023

@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 | Platinum Zapier Solution Partner | #1 Zapier Community Contributor
E
  • ECL MarketingBeginner
  • Author
  • Beginner
  • October 23, 2023

Hi @Troy Tessalone 

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

Troy Tessalone
Zapier Orchestrator & Solution Partner
Forum|alt.badge.img+14
  • Troy TessaloneZapier Orchestrator & Solution Partner
  • Zapier Orchestrator & Solution Partner
  • October 23, 2023

@ECL Marketing 

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

⚡ Troy Tessalone - AutomationAce.com | Platinum Zapier Solution Partner | #1 Zapier Community Contributor
Terms & ConditionsAccessibility statement