Once your Trigger application is established and tested, it’s time to set up the Woodpecker Action! The Woodpecker Action within Zapier enables you to do the following:
a. Populate One Document or Multiple Templates Simultaneously.
If populating Multiple Templates, it may take slightly longer to process in Zapier depending on several factors.
Number of documents being populated
Number of Fields used
b. Overwrite existing data within your Woodpecker fields with new data if desired.
Any fields left blank in Zapier will populate with the default values created in Woodpecker
If there are no default values within Woodpecker, the document will populate with the Field Name surrounded in brackets.
c. Export as a .docx (default) or .pdf file
To set up the Woodpecker Action:
a. Click on “Choose app and Event” & select Woodpecker
Under Action Event, select “Populate Documents”
b. Click on “Choose Account”
You will then be prompted to enter your Woodpecker API Key (See screenshots below)
This can be accessed by going to your Settings in Woodpecker
Click on the 3 Bars at the Top Left Corner
Click on Settings
Click on “Get API Key”
Once Generated, you can copy the API key and paste it into Zapier to complete the choosing of your Woodpecker Account.