- Creating Zap with Clio as the Trigger
- Choosing First Name and Last Name rather than Client Name in Zapier
- Clio Manage
When you are setting the Trigger within Zapier to be Clio, the mapping field for the Action will be a field called Client Name. The only time you will have the option to map First Name and Last Name individually will be when the Clio Trigger is New Contact. This is because Clio Contacts are the only items in Clio where the first name and last name are two separate fields.