Popular ways to use Woodpecker workflows

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

  

  by Zapier

  Zapier

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  • +2
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  Clio, Woodpecker, Box, Gmail

  Clio + Woodpecker + Box + 1 more

  More details

  1. 

     When this happens

     Step 1: New Task

  2. 

     Then do this

     Step 2: Populate Documents

  3. 

     Then do this

     Step 3: Upload File

  4. 

     Then do this

     Step 4: Send Email

  See Zap detailsTry it

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

  

  by Zapier

  Zapier

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

  Try it

  • 
  • +2
  • 

  Clio, Woodpecker, Box, Gmail

  Clio + Woodpecker + Box + 1 more

• Populate Woodpecker templates for new relationships in PracticePanther

  

  by Zapier

  Zapier

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  • 

  PracticePanther Legal Software, Woodpecker

  PracticePanther Legal Software + Woodpecker

  More details

  1. 

     When this happens

     Step 1: New Relationship

  2. 

     Then do this

     Step 2: Populate Documents

  See Zap detailsTry it

  Populate Woodpecker templates for new relationships in PracticePanther

  

  by Zapier

  Zapier

  Populate Woodpecker templates for new relationships in PracticePanther

  Try it

  • 
  • 

  PracticePanther Legal Software, Woodpecker

  PracticePanther Legal Software + Woodpecker

• Send Gmail emails with populated documents in Woodpecker from new Jotform submissions

  

  by Zapier

  Zapier

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  • 

  Jotform, Woodpecker, Gmail

  Jotform + Woodpecker + Gmail

  More details

  1. 

     When this happens

     Step 1: New Submission

  2. 

     Then do this

     Step 2: Populate Documents

  3. 

     Then do this

     Step 3: Send Email

  See Zap detailsTry it

  Send Gmail emails with populated documents in Woodpecker from new Jotform submissions

  

  by Zapier

  Zapier

  Send Gmail emails with populated documents in Woodpecker from new Jotform submissions

  Try it

  • 
  • 
  • 

  Jotform, Woodpecker, Gmail

  Jotform + Woodpecker + Gmail

• Populate Woodpecker documents with new Lawmatics submissions and send them via Microsoft Outlook emails

  

  by Zapier

  Zapier

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  • 
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  • 

  Lawmatics, Woodpecker, Microsoft Outlook

  Lawmatics + Woodpecker + Microsoft Outlook

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  1. 

     When this happens

     Step 1: Filled Out a Form

  2. 

     Then do this

     Step 2: Populate Documents

  3. 

     Then do this

     Step 3: Send Email

  See Zap detailsTry it

  Populate Woodpecker documents with new Lawmatics submissions and send them via Microsoft Outlook emails

  

  by Zapier

  Zapier

  Populate Woodpecker documents with new Lawmatics submissions and send them via Microsoft Outlook emails

  Try it

  • 
  • 
  • 

  Lawmatics, Woodpecker, Microsoft Outlook

  Lawmatics + Woodpecker + Microsoft Outlook

• Generate Casepeer leads from new Woodpecker questionnaires

  

  by Zapier

  Zapier

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  • 

  Woodpecker, CASEpeer

  Woodpecker + CASEpeer

  More details

  1. 

     When this happens

     Step 1: New Questionnaire Submitted

  2. 

     Then do this

     Step 2: Create Lead

  See Zap detailsTry it

  Generate Casepeer leads from new Woodpecker questionnaires

  

  by Zapier

  Zapier

  Generate Casepeer leads from new Woodpecker questionnaires

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  • 
  • 

  Woodpecker, CASEpeer

  Woodpecker + CASEpeer

• Create matters in Clio from new Woodpecker questionnaires

  

  by Zapier

  Zapier

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  Woodpecker, Clio

  Woodpecker + Clio

  More details

  1. 

     When this happens

     Step 1: New Questionnaire Submitted

  2. 

     Then do this

     Step 2: Create Matter

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  Create matters in Clio from new Woodpecker questionnaires

  

  by Zapier

  Zapier

  Create matters in Clio from new Woodpecker questionnaires

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  • 
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  Woodpecker, Clio

  Woodpecker + Clio

• Create contacts in Microsoft Outlook when new Woodpecker questionnaires are submitted

  

  by Zapier

  Zapier

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  • 
  • 

  Woodpecker, Microsoft Outlook

  Woodpecker + Microsoft Outlook

  More details

  1. 

     When this happens

     Step 1: New Questionnaire Submitted

  2. 

     Then do this

     Step 2: Create Contact

  See Zap detailsTry it

  Create contacts in Microsoft Outlook when new Woodpecker questionnaires are submitted

  

  by Zapier

  Zapier

  Create contacts in Microsoft Outlook when new Woodpecker questionnaires are submitted

  Try it

  • 
  • 

  Woodpecker, Microsoft Outlook

  Woodpecker + Microsoft Outlook

• Create company contacts in Actionstep from newly submitted Woodpecker questionnaires

  

  by Zapier

  Zapier

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  Woodpecker, Actionstep

  Woodpecker + Actionstep

  More details

  1. 

     When this happens

     Step 1: New Questionnaire Submitted

  2. 

     Then do this

     Step 2: Create Company Contact

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  Create company contacts in Actionstep from newly submitted Woodpecker questionnaires

  

  by Zapier

  Zapier

  Create company contacts in Actionstep from newly submitted Woodpecker questionnaires

  Try it

  • 
  • 

  Woodpecker, Actionstep

  Woodpecker + Actionstep

• 

  New Questionnaire Submitted

  Triggers whenever a questionnaire is submitted

  Trigger

  Scheduled
• 

  Populate Documents

  Populates one document or multiple with values that you specify.

  Action

  Write