- How to I avoid getting emails whenever I create/add a document in Clio through Zapier and restrict it to only when a client creates a document in Clio Connect?
- Clio Manage
- Open the zap you created for document creations
- Under Filter, click on Only continue if...
- Click Continue
- From the first dropdown, select New Document>Creator Name
- From the second dropdown, select (Text)Does not exactly match
- In the third field, type in your Clio user name
- Click Test & Continue