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Trustate + Zoho Forms

Trustate + Zoho Forms

Trustate + Zoho Forms integrations

Import new Zoho Forms entries as matters in Trustate

Streamline your workflow by connecting Zoho Forms and Trustate. With this setup, each time a new entry is made in Zoho Forms, the data is seamlessly imported as a matter in Trustate. This way, you no longer need to manually transfer data between the systems, saving you time and avoiding errors. This efficient solution simplifies your data handling processes, letting you focus more on strategic tasks.

  1. When this happens...
    New Form Entry
    New Form Entry
    New Form EntryTriggers when a new form entry is submitted.
  2. automatically do this!
    Import Matter
    Import Matter
    Import MatterImports a new Matter in the system.
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More things you can do with Zoho Forms and Trustate

Discover other triggers and actions you can use with Zoho Forms and Trustate

    • Form
      Required
    Trigger
    Instant
    Try It
    • Display First Name
      Required
    • Display Last Name
      Required
    • External ID
    • 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
    • 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
    Action
    Write
    • Stop on error
      Required
    • HTTP Method
      Required
    • URL
      Required
    • Query string parameters
    • Additional request headers
    • Body
    Action
    Write
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About Trustate
Trustate is an automated estate operations platform that streamlines and simplifies the trust and estate administration and trust funding processes.
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About Zoho Forms
Zoho Forms is a free online form builder that lets you create custom forms, receive responses by email, and collaborate with your team.
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