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Woodpecker + Clio Integrations

How to connect Woodpecker + Clio

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Clio logo

Do Even More with Woodpecker + Clio

With Zapier, you can do more than just connect 2 apps—you can automate entire processes from beginning to end! Here are some popular ways users make their Woodpecker + Clio workflows do more for them.

  • Zapier users love adding Box to their workflows

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

    Premium
    Populate Woodpecker templates for new Clio tasks, save templates to Box, and send emails via Gmail
    • Box logo
    • Woodpecker logo
    Box + Clio + Gmail + 1 more
  • Zapier users love adding Filter by Zapier to their workflows

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

    Premium
    Create or update Clio matters when new Woodpecker questionnaires are submitted and upload them
    • Clio logo
    • Filter by Zapier logo
    • Woodpecker logo
    Clio + Filter by Zapier + Woodpecker

Supported triggers and actions

What does this mean?

How Woodpecker + Clio Integrations Work

  1. Step 1: Authenticate Woodpecker and Clio.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
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

  • Documents
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

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