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What Matter Is Selected in Zapier When the "Find Newest Matter By Client Email" Action Event is Selected?

Question:

  • Search for Matter by Email

Environment:

  • Clio Manage
  • Zapier

Additional Information:

  • n/a

Answer:

Clio will always return Matter metadata for the matter that was most-recently created for the given client. 

If two or more clients share the same email, it will select the contact that was created first in Clio.

 

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