Clio + Estate.Studio
Create contacts and tasks in Clio for newly-completed assessments in Estate.Studio
Automatically create a new lead in Clio whenever a RateMyEstate assessment is completed, and instantly schedule a follow-up task in Estate.Studio to review the assessment. This Zap ensures that every completed assessment is logged as a lead and promptly assigned for review, helping you streamline your estate planning workflow and stay organized.
Automatically create a new lead in Clio whenever a RateMyEstate assessment is completed, and instantly schedule a follow-up task in Estate.Studio to review the assessment. This Zap ensures that every completed assessment is logged as a lead and promptly assigned for review, helping you streamline your estate planning workflow and stay organized.
- When this happens...RateMyEstate® Assessment Completed
Triggers when a user completes the RateMyEstate® Assessment.
- automatically do this...Create Person Contact
Creates a person contact.
- then do this!Create Task
Creates a new task.
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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
