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Populate Woodpecker templates for new Clio tasks, save templates to Box, and send emails via Gmail

  1. When this happensStep 1: New Task

  2. Then do thisStep 2: Populate Documents

  3. Then do thisStep 3: Upload File

  4. Then do thisStep 4: Send Email

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.

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