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:
Step 1:
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
Step 2:
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.)Step 3:
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/)
Step 4:
Test your Zap: Submit a PracticePanther questionnaire and see if you receive the document in your mailbox!
Turn on your Zap!