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.

When this happens...
New Task
Triggers when a new task is created.
TriggerInstant
automatically do this...
Populate Documents
Populates one document or multiple with values that you specify.
ActionWrite
then do this...
Upload File
Copy an already-existing file from another service to Box.
ActionWrite
then do this!
Send Email
Create and send a new email message.
ActionWrite

Try this template

Supported triggers and actions

What does this mean?

New Activity
Triggers when a new activity is created.
Trigger
Instant
New Bill
Triggers when a new bill is created.
Trigger
Instant
Bill State Updated
Triggers when the state of a bill has changed.
Trigger
Instant
New Calendar Entry
Triggers when a new calendar entry is created.
Trigger
Instant
New Communication
Triggers when a new communication is created.
Trigger
Instant

New Contact
Triggers when a new contact is created.
Trigger
Instant
New Document
Triggers when a new document is created.
Trigger
Scheduled

New Matter
Triggers when a new matter is created.
Trigger
Instant

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

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)

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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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!