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Clio + Woodpecker + Filter by Zapier

Create or update Clio matters when new Woodpecker questionnaires are submitted and upload them

Whenever a new questionnaire is submitted in Woodpecker, this integration will search for a corresponding contact in Clio. If a contact doesn't exist, it will be created. The same thing will happen for a Clio matter. Finally, this integration will upload the new Woodpecker questionnaire to a corresponding Clio matter.

Whenever a new questionnaire is submitted in Woodpecker, this integration will search for a corresponding contact in Clio. If a contact doesn't exist, it will be created. The same thing will happen for a Clio matter. Finally, this integration will upload the new Woodpecker questionnaire to a corresponding Clio matter.

  1. When this happens...
    WoodpeckerWoodpecker
    New Questionnaire Submitted

    Triggers whenever a questionnaire is submitted

    TriggerScheduled
  2. automatically do this...
    Filter by ZapierFilter by Zapier
    Only continue if...

    Set up rules to specify when this Zap can continue running.

    ActionFilter
  3. then do this...
    ClioClio
    Find or Create Person Contact

    Find or Create Person Contact

    ActionSearch or write
  4. then do this...
    ClioClio
    Find or Create a Matter

    Find or Create a Matter

    ActionSearch or write
  5. then do this!
    ClioClio
    Upload Document to Matter

    Upload document to matter.

    ActionWrite
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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)
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!

Related categories

filter logo
filter logo

About Filter by Zapier

Only allow a Zap to proceed when a certain condition is met. For example, if you're sending a text message when you receive a new email, you could use a Filter that only sends a text message when the email received is from a certain address.

Related categories

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