Objective:
- Import Custom fields into existing Matter or Contact with Zapier
- Add address information to existing Contact in Clio using Zapier
Environment:
- Clio Manage
- Zapier
Additional Information:
See available Actions HERE.
Answer:
No, it is not possible to add data to existing Contact and Matters. It is recommended to include all the desired data when initially creating the Contact/Matter in Clio using Zapier.