Populate documents in Woodpecker from newly-updated task statuses in Clio and upload them
This Zapier integration will automatically populate Woodpecker templates whenever a new task status is updated in Clio. You can setup filters based on your needs. Then, this integration will search for the matter and person contact. Finally, the populated Woodpecker document will be uploaded to the corresponding Clio matter.
This Zapier integration will automatically populate Woodpecker templates whenever a new task status is updated in Clio. You can setup filters based on your needs. Then, this integration will search for the matter and person contact. Finally, the populated Woodpecker document will be uploaded to the corresponding Clio matter.
- When this happens...Task Status Updated
Triggers when the status of a task has changed.
- automatically do this...Only continue if...
Set up rules to specify when this Zap can continue running.
- then do this...Find Matter
Find a matter by number, display number, description, or client name.
- then do this...Find Person Contact
Find a person contact by ID, name, title, email address, address, phone number, web site, instant messenger, custom fields, related matter name, or company name matching a given string.
- then do this...Populate Documents
Populates one document or multiple with values that you specify.
- then do this!Upload Document to Matter
Upload document to matter.
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