Best Practices with Zapier

Best Practices & Tips when it comes to using Woodpecker with Zapier

Eszter Takacs avatar
Written by Eszter Takacs
Updated over a week ago

With its powerful & seamless ability to populate documents, Woodpecker is utilized as an Action when integrating other applications within Zapier. The best way to get more out of Woodpecker through Zapier is to think of the applications you use most, and how a function within that application can lead into populating documents within Word through Woodpecker.

Below are some best practices & tips to assist in a smooth user experience when using Zapier.

1) Know your password(s)

  • Although this normally goes unsaid, it’s critical to know the passwords to your other applications, your Zapier account, and your Woodpecker account. Otherwise your Zaps cannot be established.

    • We recommend using a digital solution such as an app like “1 Password” to store all your passwords in 1 location should you need to keep track of them. For safety & security reasons, it’s not recommended to write down your login credentials on paper unless it’s going somewhere secure such as a safe/lockbox.

2) Leverage smaller templates before looking to automate your largest documents.

  • Similar to creating your first Woodpecker Templates, its recommended to test & ensure smaller documents (such as a Client Engagement Letter) are populating correctly through Zapier before moving onto more loaded documentation.

3) Start with 2 or 3 steps for your first Zap.

  • Just like your templates, we would recommend building out smaller Zaps before building out more complex Workflows.

  • Same reccommendation with using advanced step actions in Zapier such as filters, formats, and delays.

4) Begin with populating 1 Document before populating multiple templates through the Woodpecker Action.

  • Like #2, we recommend the “walk before you run” approach by ensuring that your Zaps are working as expected & populating correctly through a single template before populating multiple at a time.

5) Test each step in your Zap before moving onto the next step.

  • It consumes more time but will ensure that your Trigger, Action, and subsequent steps are functioning properly.

6) Create a Test Zap

  • Although not required, having a test Zap is very beneficial if you are looking to demonstrate a use case or proof of concept for your business. This also ensures that your applications are working together while building confidence if you’re new to Zapier.

Check out our Pre-built Zaps, so you don't have to build it from scratch!

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