AffiniPay

Zapier helps you automate repetitive tasks between Woodpecker and Your Platforms. Below you can find our <a href="" rel="nofollow noopener noreferrer" target="_blank">Pre-built Zaps</a>, and read below the step-by-step instructions:

<a href="https://help.woodpeckerweb.com/en/articles/5979678-create-a-new-lead-in-casepeer-with-woodpecker-questionnaire-responses" rel="nofollow noopener noreferrer" target="_blank">Create a new lead in CASEpeer</a> when someone submits a Woodpecker questionnaire

- <a href="https://help.woodpeckerweb.com/en/articles/5979678-create-a-new-lead-in-casepeer-with-woodpecker-questionnaire-responses" rel="nofollow noopener noreferrer" target="_blank">Create a new lead in CASEpeer</a> when someone submits a Woodpecker questionnaire

<a href="https://help.woodpeckerweb.com/en/articles/5989451-create-a-new-matter-in-clio-with-woodpecker-questionnaire-responses" rel="nofollow noopener noreferrer" target="_blank">Create a new Clio matter</a> when someone submits a Woodpecker questionnaire

<a href="https://help.woodpeckerweb.com/en/articles/5992778-create-contacts-in-outlook-when-woodpecker-questionnaires-are-submitted" rel="nofollow noopener noreferrer" target="_blank">Create a new Contact in Outlook</a> when someone submits a Woodpecker questionnaire

- <a href="https://help.woodpeckerweb.com/en/articles/5989451-create-a-new-matter-in-clio-with-woodpecker-questionnaire-responses" rel="nofollow noopener noreferrer" target="_blank">Create a new Clio matter</a> when someone submits a Woodpecker questionnaire
- <a href="https://help.woodpeckerweb.com/en/articles/5992778-create-contacts-in-outlook-when-woodpecker-questionnaires-are-submitted" rel="nofollow noopener noreferrer" target="_blank">Create a new Contact in Outlook</a> when someone submits a Woodpecker questionnaire

Create a <a href="https://help.woodpeckerweb.com/en/articles/5992918-populate-woodpecker-template-s-with-a-new-relationship-in-practicepanther" rel="nofollow noopener noreferrer" target="_blank">new relationship in PracticePanther</a> and populate Woodpecker Templates with the information

When someone <a href="https://help.woodpeckerweb.com/en/articles/5949987-connect-jotform-submissions-with-one-or-multiple-woodpecker-templates" rel="nofollow noopener noreferrer" target="_blank">submits a Jotform intake form</a>, populate Woodpecker templates and receive them via email

When someone <a href="https://help.woodpeckerweb.com/en/articles/5979612-connect-lawmatics-submissions-with-one-or-multiple-woodpecker-templates-and-receive-the-document-s-via-email" rel="nofollow noopener noreferrer" target="_blank">submits a Lawmatics intake form</a>, populate Woodpecker templates and receive them via email.

- Create a <a href="https://help.woodpeckerweb.com/en/articles/5992918-populate-woodpecker-template-s-with-a-new-relationship-in-practicepanther" rel="nofollow noopener noreferrer" target="_blank">new relationship in PracticePanther</a> and populate Woodpecker Templates with the information
- When someone <a href="https://help.woodpeckerweb.com/en/articles/5949987-connect-jotform-submissions-with-one-or-multiple-woodpecker-templates" rel="nofollow noopener noreferrer" target="_blank">submits a Jotform intake form</a>, populate Woodpecker templates and receive them via email
- When someone <a href="https://help.woodpeckerweb.com/en/articles/5979612-connect-lawmatics-submissions-with-one-or-multiple-woodpecker-templates-and-receive-the-document-s-via-email" rel="nofollow noopener noreferrer" target="_blank">submits a Lawmatics intake form</a>, populate Woodpecker templates and receive them via email.