What: Confirm that a Client record (parent task) exists for this company in the Clients list. The Zap should create this automatically at payment. If missing, the Zap may have failed.
Where: ClickUp > Clients list
How: Search the Clients list for the client company name If present, confirm the task has correct company name, contact info, and Google Drive folder link If NOT present, check Zapier run history for failures and escalate to Jet/Paul
Done when: Client record confirmed present with correct data.
Due 2026-08-28