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How Zapier works

Zapier makes it easy to integrate Clio with Woodpecker - no code necessary. See how you can get setup in minutes.

Select a trigger from Clio

A trigger is an event that starts your Zap and runs the workflow. For example, with Clio, a trigger could be "New Activity."
A trigger is the event that kicks off your automated workflow.

Setup an action from Woodpecker

An action is what takes place after the automation is triggered. For example, with Woodpecker, the action could be "Create/Update Client Profile."
An action is the event that your automated workflow performs when triggered.

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Triggers and actions are the main components of every automated workflow.

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25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your Clio to Woodpecker integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
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Connect Clio and Woodpecker to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

  • Clio triggers, actions, and search
    New Activity

    Triggers when a new activity is created.

    Trigger
    Instant
    Try It
  • Clio triggers, actions, and search
    Bill State Updated

    Triggers when the state of a bill has changed.

    Trigger
    Instant
    Try It
  • Clio triggers, actions, and search
    New Communication

    Triggers when a new communication is created.

    Trigger
    Instant
    Try It
  • Clio triggers, actions, and search
    New Document

    Triggers when a new document is created.

    Trigger
    Scheduled
    Try It
  • Clio triggers, actions, and search
    New Bill

    Triggers when a new bill is created.

    Trigger
    Instant
    Try It
  • Clio triggers, actions, and search
    New Calendar Entry

    Triggers when a new calendar entry is created.

    Trigger
    Instant
    Try It
    • Contact Type
    Trigger
    Instant
    Try It
  • Clio triggers, actions, and search
    New Matter

    Triggers when a new matter is created.

    Trigger
    Instant
    Try It

Learn how to automate Clio on the Zapier blog

Learn how to automate Woodpecker on the Zapier blog

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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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  • CRM (Customer Relationship Management)
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    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!
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    • Documents

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