Populate Woodpecker templates for new Clio tasks, save templates to Box, and send emails via Gmail
This Zap will automatically populate a set of Woodpecker templates when a new Clio task is created. After the Woodpecker templates are populated, the final documents are stored in Box and an email notification is sent with the documents as an attachment.
This Zap will automatically populate a set of Woodpecker templates when a new Clio task is created. After the Woodpecker templates are populated, the final documents are stored in Box and an email notification is sent with the documents as an attachment.
- When this happens...New Task
Triggers when a new task is created.
- automatically do this...Populate Documents
Populates one document or multiple with values that you specify.
- then do this...Upload File
Copy an already-existing file from another service to Box.
- then do this!Send Email
Create and send a new email message.
- New ActivityTriggers when a new activity is created.Trigger
- New BillTriggers when a new bill is created.Trigger
- Bill State UpdatedTriggers when the state of a bill has changed.Trigger
- New Calendar EntryTriggers when a new calendar entry is created.Trigger
- New CommunicationTriggers when a new communication is created.Trigger
- New ContactTriggers when a new contact is created.Trigger
- New DocumentTriggers when a new document is created.Trigger
- New MatterTriggers when a new matter is created.Trigger
- Clio
Triggers when the status of a matter has changed.
Instant
Trigger
- Clio
Triggers when a new matter note is created.
Scheduled
Trigger
- Clio
Triggers when a new task is created.
Instant
Trigger
- Clio
Triggers when the status of a task has changed.
Instant
Trigger
- Clio
Assign a Task Template List.
Scheduled
Action
- Clio
Updates an existing company contact.
Scheduled
Action
- Clio
Creates a new calendar entry.
Scheduled
Action
- Clio
Creates a new communication.
Scheduled
Action
- Clio
Creates a company contact.
Scheduled
Action
- Clio
Creates a new expense entry.
Scheduled
Action
- Clio
Creates a new folder in a matter.
Scheduled
Action
- Clio
Creates a new matter.
Scheduled
Action
- Clio
Creates a new matter note.
Scheduled
Action
- Clio
Creates a person contact.
Scheduled
Action
- Clio
Creates a new task.
Scheduled
Action
- Clio
Creates a new time entry.
Scheduled
Action
- Clio
Updates an existing person contact.
Scheduled
Action
- Clio
Update an existing matter.
Scheduled
Action
- Clio
Updates a task.
Scheduled
Action
- Clio
Upload document to matter.
Scheduled
Action
- Clio
Finds a Bill by Client ID, Matter ID or Invoice number.
Scheduled
Action
- Clio
Find a Company Contact, by name, email or phone number.
Scheduled
Action
- Clio
Find newest contact by custom field.
Scheduled
Action
- Clio
Find a matter by number, display number, description, or client name.
Scheduled
Action
- Clio
Find newest matter by client email.
Scheduled
Action
- Clio
Find newest matter by custom field.
Scheduled
Action
- Clio
Find a person contact by first name, last name, email or phone number.
Scheduled
Action
- Clio
Find a user by name.
Scheduled
Action
- Clio
Find or Create Company Contact
Scheduled
Action
- Clio
Find or Create a Matter
Scheduled
Action
- Clio
Find or Create Person Contact
Scheduled
Action
- Woodpecker
Triggers whenever a questionnaire is submitted
Scheduled
Trigger
- Woodpecker
Create or update a client profile within Woodpecker given their email address.
Scheduled
Action
- Woodpecker
Populates one document or multiple with values that you specify.
Scheduled
Action
- Box
Triggered when someone comments on a file in a folder you own/collaborate on.
Scheduled
Trigger
- Box
Triggered when a new event is performed (this is the activity stream).
Scheduled
Trigger
- Box
Triggered when you add a new file to a folder.
Scheduled
Trigger
- Box
Triggered when you add a new folder.
Scheduled
Trigger
- Box
Triggered when you are assigned a task.
Scheduled
Trigger
- Box
Adds an individual user as a collaborator on a folder.
Scheduled
Action
- Box
Adds a comment to a file.
Scheduled
Action
- Box
Copy an already-existing file from another service to Box.
Scheduled
Action
- Box
Creates a brand new folder at the path you specify.
Scheduled
Action
- Box
Moves or copies a file from one folder to another.
Scheduled
Action
- Box
Creates a brand new text (.txt) file from plain text content you specify.
Scheduled
Action
- Box
Adds a task to a file.
Scheduled
Action
- Box
Search for a specific file by name.
Scheduled
Action
- Box
Search for a specific folder by name.
Scheduled
Action
- Gmail
Triggers when you receive a new attachment (triggers once per attachment).
Scheduled
Trigger
- Gmail
Triggers when you add a new label.
Scheduled
Trigger
- Gmail
Triggers when you label an email.
Scheduled
Trigger
- Gmail
Triggers when a new e-mail appears in the specified mailbox.
Scheduled
Trigger
- Gmail
Triggers when you receive a new email that matches a search string you provide.
Scheduled
Trigger
- Gmail
Triggers when you receive a new email and star it within two days.
Scheduled
Trigger
- Gmail
Triggers when a new thread starts.
Scheduled
Trigger
- Gmail
Add a label to an email message.
Scheduled
Action
- Gmail
Create (but do not send) a new email message.
Scheduled
Action
- Gmail
Creates a new label.
Scheduled
Action
- Gmail
Create and send a new email message.
Scheduled
Action
- Gmail
Remove a label from an email message.
Scheduled
Action
- Gmail
Send a reply to an email message.
Scheduled
Action
- Gmail
Finds an email message.
Scheduled
Action
- Gmail
Finds or creates a specific message.
Scheduled
Action
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