Integrate Trustate with CalGet to automate your work
1. Choose a Trigger
An event that starts an automation
2. Choose an Action
The event an automation performs after it's triggered
Endless possibilities
How Zapier works
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Connect Trustate and CalGet to unlock the power of automation
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Choose a Trigger
Start here
Start here
Choose an Action
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Display First NameRequired
- Display Last NameRequired
- Client First Name
- Client Last Name
- Client Email Address
- Client Phone Number
- Client Date Of Birth
- Client Address Street
- Client Address City
- Client Address State
- Client Address Zip Code
- Decedent First Name
- Decedent Last Name
- Decedent Date Of Birth
- Decedent Date Of Death
- Decedent Last Address Street
- Decedent Last Address City
- Decedent Last Address State
- Decedent Last Address Zip Code
- Trust Name
- Trust Date
- Trust Address Street
- Trust Address City
- Trust Address State
- Trust Address Zip Code
- Is Grantor Trust?
- Is Revocable Trust?
- Ward First Name
- Ward Last Name
- Ward Date Of Birth
- Ward Address Street
- Ward Address City
- Ward Address State
- Ward Address Zip Code
- Event TitleRequired
- Event DescriptionRequired
- Event LocationRequired
- Event Start DateRequired
- Event End DateRequired
- Online Event?
- All day event?
- TimezoneRequired
- Collect RSVPs
- CalendarRequired
- Design TemplateRequired
- RSVP EventRequired
Try It
Learn how to automate Trustate on the Zapier blog
Learn how to automate CalGet on the Zapier blog
Related categories
Related categories