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Clio + Filter by Zapier + Woodpecker

Populate documents in Woodpecker from newly updated task statuses in Clio and upload them

This Zapier integration will 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 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.

  1. When this happens...
    ClioClio
    Task Status Updated

    Triggers when the status of a task has changed.

    TriggerInstant
  2. automatically do this...
    Filter by ZapierFilter by Zapier
    Only continue if...

    Set up rules to specify when this Zap can continue running.

    ActionFilter
  3. then do this...
    ClioClio
    Find Matter

    Find a matter by number, display number, description, or client name.

    ActionSearch
  4. then do this...
    ClioClio
    Find Person Contact

    Find a person contact by first name, last name, email or phone number.

    ActionSearch
  5. then do this...
    WoodpeckerWoodpecker
    Populate Documents

    Populates one document or multiple with values that you specify.

    ActionWrite
  6. then do this!
    ClioClio
    Upload Document to Matter

    Upload document to matter.

    ActionWrite
Try this template

Supported triggers and actions

What does this mean?
clio logo
clio logo

About Clio

Clio is a practice management platform that helps lawyers work more efficiently by making it easy to do tasks like tracking time, managing matters, and generating invoices.
Learn more

Related categories

  • CRM (Customer Relationship Management)
filter logo
filter logo

About Filter by Zapier

Only allow a Zap to proceed when a certain condition is met. For example, if you're sending a text message when you receive a new email, you could use a Filter that only sends a text message when the email received is from a certain address.

Related categories

woodpecker-2 logo
woodpecker-2 logo

About Woodpecker

Woodpecker is a document automation platform that allows you to automatically prepare & populate frequently used documents for new recipients without ever having to open Microsoft Word!

Related categories

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