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Clio + Gmail + Woodpecker + Box

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.

  1. When this happens...
    ClioClio
    New Task

    Triggers when a new task is created.

    TriggerInstant
  2. automatically do this...
    WoodpeckerWoodpecker
    Populate Documents

    Populates one document or multiple with values that you specify.

    ActionWrite
  3. then do this...
    BoxBox
    Upload File

    Copy an already-existing file from another service to Box.

    ActionWrite
  4. then do this!
    GmailGmail
    Send Email

    Create and send a new email message.

    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)
gmail logo
gmail logo

About Gmail

One of the most popular email services, Gmail keeps track of all your emails with threaded conversations, tags, and Google-powered search to find any message you need.
Learn more

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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!

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box logo
box logo

About Box

Box lets you keep all your businesses files in one place for simple online collaboration.
Learn more

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