Woodpecker integration with Clio
How to Create matters in Clio from new Woodpecker questionnaires
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Create matters in Clio from new Woodpecker questionnaires" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Woodpecker integrations
Woodpecker actions
Nekton can use any feature that is available in Woodpecker API.
Using our advanced AI, you can easily create custom automations for Woodpecker.
Here are some typical actions you can do in your automated workflows.
Populate Documents
Populates one document or multiple with values that you specify.
Create/Update Client Profile
Create or update a client profile within Woodpecker given their email address.
New Questionnaire Submitted
Triggers whenever a questionnaire is submitted
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!