Estate.Studio Integrations
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Clio
CRM (Customer Relationship Management)
Trello
Project Management
Gmail
Email, Google
PracticePanther Legal Software
CRM (Customer Relationship Management)
Slack
Team Chat
Kartra
Marketing Automation
Airtable
Databases
Calendly
Scheduling & Booking
Discord
Team Chat
Clio
CRM (Customer Relationship Management)
Trello
Project Management
Gmail
Email, Google
PracticePanther Legal Software
CRM (Customer Relationship Management)
Slack
Team Chat
Kartra
Marketing Automation
Clio
CRM (Customer Relationship Management)
Trello
Project Management
Gmail
Email, Google
PracticePanther Legal Software
CRM (Customer Relationship Management)
Slack
Team Chat
Kartra
Marketing Automation
Airtable
Databases
Calendly
Scheduling & Booking
Discord
Team Chat
Join millions worldwide who automate their work using Zapier
Launch your first automated workflow
Create individual contacts in ActionStep from newly completed RateMyEstate assessments in Estate.Studio
Create contacts in Lawmatics when new RateMyEstate assessments are completed in Estate.Studio
Create PracticePanther contacts when new RateMyEstate assessments are completed in Estate.Studio
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.
- Estate Access Updated
Triggers when the status of estate access or accessible content related to estate access changes.
Try ItTriggerInstant - Client Added
Triggers when a new client is added.
Try ItTriggerInstant - Client Contact Added
Triggers when a client (who has granted estate access) adds a contact
Try ItTriggerInstant - Client Note Created
Triggers when a new note is created on a client.
Try ItTriggerInstant
- Estate Access Requested
Triggers when a professional user requests access to a client's estate.
Try ItTriggerInstant - Assessment Requested
Triggers when a professional requests a client to complete the RateMyEstate® Assessment.
Try ItTriggerInstant - Client Contact Updated
Triggers when a client (who has granted estate access) updates a contact.
Try ItTriggerInstant - Client Note Updated
Triggers when a clients' note gets updated.
Try ItTriggerInstant
Estate.Studio Help & Support
Common questions
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