This Zap connects PracticePanther relationship data with Woodpecker Template(s).
If you don't want to build it from scratch try our pre-built Zaps here.
Below you can find step-by-step guidance on how to create this Zap:
Go to your Zapier Dashboard and click on " Create Zap"
Choose account: Log in to your PracticePanther account
Set up trigger: Select "New Relationship" as the trigger event and click Continue
Choose app & event: Select Woodpecker, and add "Populate Documents" as action event
Choose account: Log in to your Woodpecker account ( You will need your Woodpecker API key, which you can get here)
Set up action: select the template(s) from your Document Collection and match all Corresponding PracticePanther relationship data with your Woodpecker fields.
(NOTE: Click on Refresh Fields. This step MUST be completed for Zapier to recognize the Woodpecker fields that will be populated.)
Select how you want to receive the populated documents. For this example, we will send an email to our Gmail account with the documents attached.
Choose app & event: Select your app Gmail/Outlook or the app where you want to receive the populated template(s)
Choose account: Log in to your account
Set up action: Add the Woodpecker Zip link as an attachment and fill out the rest of the required fields ( To/ Subject/ Email Body/)
Test your Zap: Submit a PracticePanther questionnaire and see if you receive the document in your mailbox!
Turn on your Zap!