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Updating Clio's Zapier Triggers

Objective:

  • Fix errors with Clio triggers in Zapier that started in June 2019
  • Ensure that Zapier's webhooks token renewal uses best practices

Environment:

  • Zapier

Additional Information:

  • On June 3, Clio released an upgrade to the Zapier application that affects how many of the Clio triggers work. To avoid errors, it is recommended you follow the steps below.

Answer:

  1. In Zapier, navigate to My Zaps.
  2. Locate any Zaps that use the following Clio triggers:
    • New Task
    • New Matter
    • New Contact
    • New Communication
    • Task Status Updated
    • New Bill
    • New Calendar Entry
    • Matter Status Updated
    • Bill State Updated
    • New Activity
  3. Use the toggle to switch your Zap to "OFF", and then "ON" again.

 

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