Estate.Studio + Gmail

Estate.Studio + Gmail integrations

Send email in Gmail when new clients are added to Estate.Studio

When a new client is added in Estate.Studio, this workflow ensures an email is sent from your Gmail account in response. It simplifies your communication process, making sure you acknowledge every new client promptly and professionally. Ideal for estate agents who want to maintain a strong client relationship without the repetitive task of manually sending emails.

When this happens...
Client AddedTriggers when a new client is added.
TriggerInstant
automatically do this!
Send EmailTriggers when a new email appears in the specified mailbox.
ActionWrite

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

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
Try It
Client Added
Triggers when a new client is added.
Trigger
Instant
Try It
Client Contact Added
Triggers when a client (who has granted estate access) adds a contact
Trigger
Instant
Try It
Client Note Created
Triggers when a new note is created on a client.
Trigger
Instant
Try It
Client Profile Updated
Triggers when a client (who has granted you estate access) updates their profile.
Trigger
Instant
Try It

Client Record Updated
Triggers when a client (who has granted estate access) updated a record.
Trigger
Instant
Try It
RateMyEstate® Assessment Completed
Triggers when a user completes the RateMyEstate® Assessment.
Trigger
Instant
Try It

Team Member Updated
Triggers when a team member gets updated.
Trigger
Instant
Try It
New Label
Triggers when you add a new label.
Trigger
Polling
Try It
- 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
Try It
Assessment Requested
Triggers when a professional requests a client to complete the RateMyEstate® Assessment.
Trigger
Instant
Try It
Client Contact Updated
Triggers when a client (who has granted estate access) updates a contact.
Trigger
Instant
Try It
Client Note Updated
Triggers when a clients' note gets updated.
Trigger
Instant
Try It
Client Record Added
Triggers when a client (who has granted estate access) adds a new record.
Trigger
Instant
Try It
Client Updated
Triggers when a client is updated.
Trigger
Instant
Try It
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

HelpHelp

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.

Learn moreLearn moreHelpHelp

Related categories

Google

Similar apps

IMAP by Zapier

Email, Zapier

SMTP by Zapier

Email, Zapier

Microsoft Office 365

Email, Microsoft

Related Zap Templates

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

Send email notifications via Gmail for new assessment requests in Estate.Studio