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Common Problems with Clio

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I don't see all my messages in Clio through Zapier

Chances are you are trying to retrieve "secure messages" which are never viewable outside of the Clio interface. Zapier cannot trigger on or work with secure messages at this time.

A Search step (e.g. Find Contact) is only returning the ID field and nothing else

This happens for users that connected their Clio account to Zapier a long time ago. To fix, reconnect the Clio account at https://zapier.com/app/settings/authorizations, or create a brand new connection.


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