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Zapier Error: Required field "Client" (client) is missing. Required field "Matter Description" (description) is missing. You should try opening the Zap editor and reselecting missing or incorrect Clio (1.6.6) fields.

Issue:

  • Error: "Required field "Client" (client) is missing. Required field "Matter Description" (description) is missing. You should try opening the Zap editor and reselecting missing or incorrect Clio (1.6.6) fields." shows when activating Zap in Zapier.  

Environment:

  • Zapier

Additional Information:

n/a

Cause:

Client and Matter Description fields were not filled out when setting up Zapier Action.

Resolution:

  1. In Zapier step 2. Action, click on Set Up Template
  2. In the template (on the right), in the Client field, choose a client's name from the dropdown menu
  3. In the Matter Description field, type in the matter description 
  4. Enter any other relevant details
  5. Scroll to the bottom and hit Continue

 

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