Estate.Studio + MyCase
Add leads in MyCase from new RateMyEstate assessments
This Zap enables seamless lead management by connecting completed assessments directly to your CRM, helping you efficiently track and follow up on new client opportunities. Automatically create a new lead in MyCase each time a RateMyEstate assessment is completed.
This Zap enables seamless lead management by connecting completed assessments directly to your CRM, helping you efficiently track and follow up on new client opportunities. Automatically create a new lead in MyCase each time a RateMyEstate assessment is completed.
- When this happens...RateMyEstate® Assessment Completed
Triggers when a user completes the RateMyEstate® Assessment.
- automatically do this!Create Person
Creates a new Person.
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- 14 day trial for premium features & apps
Estate Access Updated
Triggers when the status of estate access or accessible content related to estate access changes.
Try ItClient Added
Triggers when a new client is added.
Try ItClient Contact Added
Triggers when a client (who has granted estate access) adds a contact
Try ItClient Note Created
Triggers when a new note is created on a client.
Try It
Estate Access Requested
Triggers when a professional user requests access to a client's estate.
Try ItAssessment Requested
Triggers when a professional requests a client to complete the RateMyEstate® Assessment.
Try ItClient Contact Updated
Triggers when a client (who has granted estate access) updates a contact.
Try ItClient Note Updated
Triggers when a clients' note gets updated.
Try It