Loading

PracticePanther Legal Software + Woodpecker

Populate Woodpecker templates for new relationships in PracticePanther

This integration automatically populates one or more Woodpecker templates with relationship data from PracticePanther when a new relationship is created. You can add a third step to this zap to save the finalized documents to a storage drive of your choice, or simply email them to yourself.

This integration automatically populates one or more Woodpecker templates with relationship data from PracticePanther when a new relationship is created. You can add a third step to this zap to save the finalized documents to a storage drive of your choice, or simply email them to yourself.

  1. When this happens...
    PracticePanther Legal SoftwarePracticePanther Legal Software
    New Relationship

    New Relationship.

    TriggerScheduled
  2. automatically do this!
    WoodpeckerWoodpecker
    Populate Documents

    Populates one document or multiple with values that you specify.

    ActionWrite
Try this template

Supported triggers and actions

What does this mean?
practicepanther-legal-software logo
practicepanther-legal-software logo

About PracticePanther Legal Software

PracticePanther is a practice management software used by numerous legal practitioners worldwide to automate their firms.
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

Get started for free

You can't add more hours to the day. Zapier is the next best thing.


OR

By signing up, you agree to Zapier's terms of service and privacy policy.