Estate.Studio + Gmail

Estate.Studio + Gmail integrations

Send emails in Gmail when new RateMyEstate® assessments complete in Estate.Studio

Set up this Zap to automatically relay emails in Gmail when each new RateMyEstate® assessment completes in Estate.Studio. Once the RateMyEstate assessment has been completed, you'll be able to have the results and AI summary emailed to you directly without any added clicks or keystrokes.

When this happens...
RateMyEstate® Assessment CompletedTriggers when a user completes the RateMyEstate® Assessment.
TriggerInstant
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Send EmailTriggers when a new email appears in the specified mailbox.
ActionWrite

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More things you can do with Estate.Studio and Gmail

Discover other triggers and actions you can use with Estate.Studio and Gmail

Estate Access Updated
Triggers when the status of estate access or accessible content related to estate access changes.
Trigger
Instant
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Client Added
Triggers when a new client is added.
Trigger
Instant
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Client Contact Added
Triggers when a client (who has granted estate access) adds a contact
Trigger
Instant
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Client Note Created
Triggers when a new note is created on a client.
Trigger
Instant
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Client Profile Updated
Triggers when a client (who has granted you estate access) updates their profile.
Trigger
Instant
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Client Record Updated
Triggers when a client (who has granted estate access) updated a record.
Trigger
Instant
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RateMyEstate® Assessment Completed
Triggers when a user completes the RateMyEstate® Assessment.
Trigger
Instant
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Team Member Updated
Triggers when a team member gets updated.
Trigger
Instant
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New Label
Triggers when you add a new label.
Trigger
Polling
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- Label or mailbox
  Required
Trigger
Polling
Try It
- Search keywords
  Required
Trigger
Polling
Try It
- Label/Mailbox
Trigger
Polling
Try It
- Message
  Required
Action
Write
- To
- Cc
- Bcc
- Subject
  Required
- From
- From_name
- Body type
- Body
  Required
- Add signature default
- Signature delimiter
- Label or mailbox
- Attachments
- Recipient_instructions
Action
Write
- Name of label
  Required
Action
Write
- Message
  Required
- Label(s) to remove
  Required
Action
Write
- Trigger_instructions
- Thread
  Required
- To
- Cc
- Bcc
- From
- From_name
- Reply_to
- Subject
- Body type
- Body
  Required
- Add signature default
- Signature delimiter
- Label or mailbox
- Attachments
Action
Write
- Search String
  Required
Action
Search

Estate Access Requested
Triggers when a professional user requests access to a client's estate.
Trigger
Instant
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Assessment Requested
Triggers when a professional requests a client to complete the RateMyEstate® Assessment.
Trigger
Instant
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Client Contact Updated
Triggers when a client (who has granted estate access) updates a contact.
Trigger
Instant
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Client Note Updated
Triggers when a clients' note gets updated.
Trigger
Instant
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Client Record Added
Triggers when a client (who has granted estate access) adds a new record.
Trigger
Instant
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Client Updated
Triggers when a client is updated.
Trigger
Instant
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Team Member Added
Triggers when a new team member is added.
Trigger
Instant
Try It
- Label or mailbox
- Search keywords
Trigger
Polling
Try It
- Label or mailbox
  Required
Trigger
Polling
Try It
- Label or mailbox
Trigger
Polling
Try It
New Starred Email
Triggers when you receive a new email and star it within two days.
Trigger
Polling
Try It
- Label
  Required
- Message
  Required
Action
Write
- Message
  Required
Action
Write
- Trigger_instructions
- Thread
  Required
- To
- Cc
- Bcc
- From
- From_name
- Body type
- Body
  Required
- Add signature default
- Signature delimiter
- Label or mailbox
- Attachments
Action
Write
- To
- Cc
- Bcc
- From
- From_name
- Reply_to
- Subject
  Required
- Body type
- Body
  Required
- Add signature default
- Signature delimiter
- Label or mailbox
- Attachments
- Send message to Google Contacts Group/Label
Action
Write
- Thread
  Required
- Label(s) to remove
  Required
Action
Write
- Message ID
  Required
- Attachment Filename
  Required
- Attachment Size
Action
Search
- Search String
  Required
- To
- Cc
- Bcc
- From
- From_name
- Reply_to
- Subject
  Required
- Body type
- Body
  Required
- Add signature default
- Signature delimiter
- Label or mailbox
- Attachments
- Send message to Google Contacts Group/Label
Action
Search or write

About Estate.Studio

Estate.Studio is a platform for estate planning professionals to collaborate with clients, manage documents, track progress, and streamline the planning process

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Related categories

CRM (Customer Relationship Management)

About Gmail

One of the most popular email services, Gmail keeps track of all your emails with threaded conversations, tags, and Google-powered search to find any message you need.

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Related categories

Google

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