This Zap automatically creates a New Matter in Clio when someone submits a Woodpecker Questionnaire.
If you don't want to build it from scratch try our pre-built Zaps here.
Note: Please keep in mind that only questionnaires submitted in the last hour will be returned, so it is recommended that you submit a test questionnaire on your own account shortly before setting up the Zap.
Below you can find step-by-step guidance on how to create this Zap:
Step 1:
Go to your Zapier Dashboard and click on " Create Zap"
Choose app & event: Select Woodpecker as the app
Choose account: Log in to your Woodpecker account. ( You will need your Woodpecker API key, which you can get here)
Set up trigger: Select the one that you recently submitted
Step 2:
Choose app & event: Select Clio, and add "Create a New Matter" as an action event
Choose account: Log in to your Clio account
Set up action: Match the corresponding fields from Woodpecker submission to the Clio Fields.
Click on each field that you want to match and select the correct Woodpecker questionnaire field:
Step 3:
Test your Zap: Submit a Woodpecker questionnaire and see if you have the new lead created in Clio!
Turn on your Zap!
Pro Tip:
When you set up a Zap for Questionnaire submission, it will trigger every questionnaire you have in your account. You may have questionnaires that you don't want to connect with your Platform though.
Read more here about how to filter questionnaires in Zapier.