Estate.Studio + Google Meet
Estate.Studio + Google Meet
Send Google Meet invites when new RateMyEstate assessments are completed in Estate.Studio
With this automation running, a Google Meet invitation will be sent to your client once they've completed a new RateMyEstate assessment in Estate.Studio.
- When this happens...RateMyEstate® Assessment CompletedTriggers when a user completes the RateMyEstate® Assessment.
- automatically do this!Schedule a MeetingSchedules a meeting.
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More things you can do with Estate.Studio and Google Meet
Discover other triggers and actions you can use with Estate.Studio and Google Meet
- Estate Access Updated
Triggers when the status of estate access or accessible content related to estate access changes.
Try ItTriggerInstant - Client Added
Triggers when a new client is added.
Try ItTriggerInstant - Client Contact Added
Triggers when a client (who has granted estate access) adds a contact
Try ItTriggerInstant - Client Note Created
Triggers when a new note is created on a client.
Try ItTriggerInstant
- Estate Access Requested
Triggers when a professional user requests access to a client's estate.
Try ItTriggerInstant - Assessment Requested
Triggers when a professional requests a client to complete the RateMyEstate® Assessment.
Try ItTriggerInstant - Client Contact Updated
Triggers when a client (who has granted estate access) updates a contact.
Try ItTriggerInstant - Client Note Updated
Triggers when a clients' note gets updated.
Try ItTriggerInstant
