Woodpecker + Legalboards Integrations
How to connect Woodpecker + Legalboards
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New Questionnaire SubmittedTriggers whenever a questionnaire is submittedTrigger- Create/Update Client ProfileCreate or update a client profile within Woodpecker given their email address.Action
- Populate DocumentsPopulates one document or multiple with values that you specify.Action
Move CardTriggers when a card is moved.Trigger- New Board TeamTriggers when a board team is added.Trigger
- New CardTriggers when a new card is created.Trigger
- New Card MemberTriggers when a card member is added.Trigger
- New Clio TaskTriggers when a new clio task is created.Trigger
- Legalboards
Triggers when a new contact is created.
Instant
Trigger
- Legalboards
Triggers when a new follow up is created.
Instant
Trigger
- Legalboards
Triggers when a new matter is created.
Instant
Trigger
- Legalboards
Triggers when a new task is created.
Instant
Trigger
- Legalboards
Creates a New Card
Scheduled
Action
- Legalboards
Creates a Contact Card
Scheduled
Action
- Legalboards
Creates a Matter with a Card
Scheduled
Action
How Woodpecker + Legalboards Integrations Work
- Step 1: Authenticate Woodpecker and Legalboards.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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!
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About Legalboards
Legalboards streamline your workflow and Reduce the learning curve of new team members.
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