Estate.Studio + PracticePanther Legal Software

Estate.Studio + PracticePanther Legal Software integrations

Create PracticePanther contacts when new RateMyEstate assessments are completed in Estate.Studio

Once a client has completed a new RateMyEstate assessment in Estate.Studio, a matching PracticePanther contact will be added automatically.

When this happens...
RateMyEstate® Assessment CompletedTriggers when a user completes the RateMyEstate® Assessment.
TriggerInstant
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Create ContactCreates a contact.
ActionWrite

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More things you can do with Estate.Studio and PracticePanther Legal Software

Discover other triggers and actions you can use with Estate.Studio and PracticePanther Legal Software

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 Bank Account
Get Bank Accounts.
Trigger
Polling
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- Contact
- Matter
- Tag
- Assigned To
Trigger
Polling
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- Matter
- Billed By
- Expense Category
- Contact
Trigger
Polling
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- Matter
- Contact
Trigger
Polling
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- Assigned To
- Contact Tag
- Matter Tag
- Status
- Contact
Trigger
Polling
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- Matter
- Account Type
- Contact
Trigger
Polling
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- Contact
- Matter
- Status
- Tag
- Assigned to User
Trigger
Polling
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New User
Triggers when a new user is created.
Trigger
Polling
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- Type
  Required
- Name
  Required
Action
Write
- From - Email Address
  Required
- To - Email Address
  Required
- To - Display Name
- Subject
  Required
- Date
  Required
- Contact
- Matter
- Body
  Required
- From - Display Name
Action
Write
- Contact
- Quantity
- Matter
  Required
- Date
  Required
- Price
- Billable?
  Required
- Description
- Billed By
- Category
Action
Write
- Name
  Required
- Rate
  Required
- Code
- Description
Action
Write
- Date
  Required
- Subject
  Required
- User
  Required
- Contact
- Matter
- Note
- Tags
Action
Write
- Contact
  Required
- Matter
  Required
- Billed By
  Required
- Billable?
  Required
- Date
  Required
- Hourly Rate
- Description
- Hours
- Item
- Private Notes
Action
Write
- Contact
- Search Text
  Required
Action
Search
- Search Text
  Required
- User
  Required
- Company Name
- Tags
- First Name
- Middle Name
- Last Name
- Email
- Mobile #
- Home #
- Office #
- Fax #
- Address Street 1
- Address Street 2
- Address City
- Address State/Province
- Address Zip/Postal Code
- Address Country
Action
Search or write

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
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- Assigned To
- Tag
Trigger
Polling
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- Contact
- Matter
- Tag
- Assigned To
Trigger
Polling
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- Contact
- Matter
- Tag
- Assigned to User
Trigger
Polling
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New Expense Category
Triggers when a new expense category is created.
Trigger
Polling
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New Item
Triggers when a new item is created.
Trigger
Polling
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- Contact
- Matter
- Status
- Tag
- Assigned to User
Trigger
Polling
Try It
- Matter
- Contact
Trigger
Polling
Try It
- Contact
- Matter
- Billed By
Trigger
Polling
Try It
- User
  Required
- Company Name
- Tags
- First Name
- Middle Name
- Last Name
- Email
- Mobile #
- Home #
- Office #
- Fax #
- Address Street 1
- Address Street 2
- Address City
- Address State/Province
- Address Zip/Postal Code
- Address Country
Action
Write
- Subject
  Required
- Date/Time
  Required
- Duration
  Required
- Direction
  Required
- User
  Required
- Contact
- Matter
- Notes
- Tags
Action
Write
- Subject
  Required
- Start Date/Time
  Required
- End Date/Time
  Required
- All Day Event?
  Required
- User
  Required
- Matter
- Contact
- Notes
- Location
- Tags
Action
Write
- Name
  Required
Action
Write
- Contact
  Required
- Matter Name
  Required
- Status
  Required
- User
  Required
- Matter Number
- Notes
- Statute of Limitations Date
- Open Date
- Close Date
- Tags
Action
Write
- User
  Required
- Subject
  Required
- Contact
- Matter
- Status
- Notes
- Due Date
- Tags
Action
Write
- Search Text
  Required
Action
Search
- Email Address
  Required
Action
Search
- Contact
- Search Text
  Required
- Contact
  Required
- Matter Name
  Required
- Status
  Required
- User
  Required
- Matter Number
- Notes
- Statute of Limitations Date
- Open Date
- Close Date
- Tags
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 PracticePanther Legal Software

PracticePanther is a practice management software used by numerous legal practitioners worldwide to automate their firms.

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Related categories

CRM (Customer Relationship Management)

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