Use Paravant Client Actions in Zapier

Use Paravant as a Zap step to create or find a client, update their details, link them to a trademark, or save a document. Each step works in the Paravant account connected to it. For connection steps, see Connecting Zapier to Your Account.

Choose the right step

Step	Fields	Result
Create Client	Unique Identifier, plus any contact details, address, or Client Note	Creates a new client. An existing identifier returns `client_exists`; it does not update that client.
Update Client	Unique Identifier, plus at least one profile field or non-empty Client Note	Changes selected details or appends a note. The client must already exist.
Find Client	Exactly one of Unique Identifier, Contact Email, or Contact Phone	Finds one existing client. It does not create a client automatically.
Link Client to Trademark	Client Unique Identifier and Serial Number	Links an existing client to a trademark already on your docket. Use the application serial number.
Add Document to Client Record	Client Unique Identifier, File, and optional Document Name	Adds a file to an existing client's documents.

Set up and test

Choose the step and connect the correct Paravant account.
Map the required fields from your earlier Zap steps.
Test with a recognizable test client. Create, update, link, and upload tests affect real records.
Inspect the client in Paravant and review the returned result before publishing your Zap.

Field values

Field	Values and requirements
Unique Identifier / Client Unique Identifier	A permanent client ID, such as `crm:contact:12345`. Capitalization matters. Use the same value across steps.
Client Name	Client name as text.
Contact Email	Email address, such as `[email protected]`.
Contact Phone	Phone number with country code, such as `+12125550123`.
Address fields	Line 1, Line 2, City, State Province Region, Postal Code, and Country. Postal codes are text.
Serial Number	Application serial number as text. The trademark must already be on your docket.
Client Note	Text up to 5,000 characters. Adds a new note to the client record.
File	A file from an earlier step or a direct HTTP/HTTPS download link accessible without your browser login. Non-empty; maximum 100 MB. Supported types include PDF, Word, spreadsheets, presentations, text, and common images.
Document Name	Optional filename, including the correct extension.

Find a client

Search using exactly one of Unique Identifier, Contact Email, or Contact Phone.

Search result	What happens
One match	Returns the client. Use its Unique Identifier in later actions. If missing, assign one to that client in Paravant first.
No match	Returns no results. Your Zap can stop or follow a separate create path.
Multiple matches	Returns `ambiguous_match`. Use a unique identifier or resolve the duplicate contact details.

Update a client

Input	Effect
Profile field omitted	Existing value stays unchanged.
Profile field explicitly sent empty or `null`	Clears that optional value.
Client Note supplied	Appends a note; preserves earlier notes.
Only a note changes	Result can be `unchanged` while Client Note Result is `appended`.

Check the sent data in Zap history when testing: an empty-looking input may be omitted or sent empty. Replaying a successful note or document step can add another copy. Create Client identifies duplicates by Unique Identifier, not name or email.

For document uploads, use the downloadable file rather than a sharing or preview page, and open the uploaded document during testing.

Resolve common problems

Client or case not found: Check the connected account, exact identifier, and serial number. Both records must exist before linking.
Clio-managed field or relationship: Make the change in Clio.
File download failed: Refresh an expired link and map the actual file output.
Uncertain result: Inspect Paravant before retrying. If the problem persists, contact Paravant support with the failed step and error message.