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.
- 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
Triggered when you add a new file to a folder.
- then do this!Send Email
Triggers when a new e-mail appears in the specified mailbox.
- Free forever for core features
- 14 day trial for premium features & apps
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.
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About Box
Box lets you keep all your businesses files in one place for simple online collaboration.
