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How Can I Get Emails Only When Clients Create Documents in Clio Connect Through Zapier (Not When I Create Documents in Clio)?

Objective:

  • 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?

Environment:

  • Clio Manage

Additional Information:

n/a

Procedure:

  1. Open the zap you created for document creations
  2. Under Filter, click on Only continue if...
  3. Click Continue
  4. From the first dropdown, select New Document>Creator Name
  5. From the second dropdown, select (Text)Does not exactly match
  6. In the third field, type in your Clio user name
  7. Click Test & Continue

 

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