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Can I Use a Zap to Reference a Client's Email and Then Send An Email to That Address?

Question:

  • Can I Zap to reference a client's email?

Environment:

  • Clio Manage
  • Zapier

Additional Information:

  • n/a

Answer:

Yes. You can use search actions in Zapier to retrieve a Person or Company Contact from Clio and reference data associated with that Person or Company Contact in a subsequent Action (i.e. sending an email to the address attached to the contact).

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