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Zapier Error: "Find Matter" Search Not Returning Existing Matter


  • Error: "Find Newest Matter by Client Email" search not returning existing Matter
  • Error: "Find Matter" search not returning existing Matter


  • Zapier
  • Clio


A possible cause is: Matter Permissions in Clio are set to "Me" and Zapier cannot access the Matter if the Permissions are not set to "Everyone" and accessible. 


  1. Go to Clio Manage
  2. Go to Matters on the left-hand side
  3. Select the Matter
  4. Select Edit Matter on the top-right
  5. Select the dropdown under Permissions
  6. Change to 'Everyone'
  7. Scroll down and Save Matter
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