Estate.Studio + Gmail

Send emails in Gmail when new RateMyEstate® assessments complete in Estate.Studio

Set up this Zap to automatically relay emails in Gmail when each new RateMyEstate® assessment completes in Estate.Studio. Once the RateMyEstate assessment has been completed, you'll be able to have the results and AI summary emailed to you directly without any added clicks or keystrokes.

When this happens...
RateMyEstate® Assessment Completed
Triggers when a user completes the RateMyEstate® Assessment.
TriggerInstant
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Send Email
Triggers when a new email appears in the specified mailbox.
ActionWrite

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Supported triggers and actions

Estate Access Updated
Triggers when the status of estate access or accessible content related to estate access changes.
Trigger
Instant
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Client Added
Triggers when a new client is added.
Trigger
Instant
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Client Contact Added
Triggers when a client (who has granted estate access) adds a contact
Trigger
Instant
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Client Note Created
Triggers when a new note is created on a client.
Trigger
Instant
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Client Profile Updated
Triggers when a client (who has granted you estate access) updates their profile.
Trigger
Instant
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Client Record Updated
Triggers when a client (who has granted estate access) updated a record.
Trigger
Instant
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RateMyEstate® Assessment Completed
Triggers when a user completes the RateMyEstate® Assessment.
Trigger
Instant
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Team Member Updated
Triggers when a team member gets updated.
Trigger
Instant
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New Label
Triggers when you add a new label.
Trigger
Polling
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- Label or mailboxRequired
Trigger
Polling
Try It
- Search keywordsRequired
Trigger
Polling
Try It
- Label/Mailbox
Trigger
Polling
Try It
- MessageRequired
Action
Write
- Recipient Instructions
- To
- Cc
- Bcc
- SubjectRequired
- From
- From Name
- Body type
- BodyRequired
- Add signature default
- Label or mailbox
- Attachments
Action
Write
- Name of labelRequired
Action
Write
- MessageRequired
- Label(s) to removeRequired
Action
Write
- Trigger Instructions
- ThreadRequired
- To
- Cc
- Bcc
- From
- From Name
- Reply To
- Subject
- Body type
- BodyRequired
- Add signature default
- Label or mailbox
- Attachments
Action
Write
- Search StringRequired
- To
- Send message to Google Contacts Group/Label
- Cc
- Bcc
- From
- From Name
- Reply To
- SubjectRequired
- Body type
- BodyRequired
- Add signature default
- Label or mailbox
- Attachments
Action
Search or write

Estate Access Requested
Triggers when a professional user requests access to a client's estate.
Trigger
Instant
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Assessment Requested
Triggers when a professional requests a client to complete the RateMyEstate® Assessment.
Trigger
Instant
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Client Contact Updated
Triggers when a client (who has granted estate access) updates a contact.
Trigger
Instant
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Client Note Updated
Triggers when a clients' note gets updated.
Trigger
Instant
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Client Record Added
Triggers when a client (who has granted estate access) adds a new record.
Trigger
Instant
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Client Updated
Triggers when a client is updated.
Trigger
Instant
Try It
Team Member Added
Triggers when a new team member is added.
Trigger
Instant
Try It
- Label or mailbox
- Search keywords
Trigger
Polling
Try It
- Label or mailboxRequired
Trigger
Polling
Try It
- Label or mailbox
Trigger
Polling
Try It
New Starred Email
Triggers when you receive a new email and star it within two days.
Trigger
Polling
Try It
- LabelRequired
- MessageRequired
Action
Write
- Email message to be DeletedRequired
Action
Write
- Trigger Instructions
- ThreadRequired
- To
- Cc
- Bcc
- From
- From Name
- Body type
- BodyRequired
- Add signature default
- Label or mailbox
- Attachments
Action
Write
- To
- Send message to Google Contacts Group/Label
- Cc
- Bcc
- From
- From Name
- Reply To
- SubjectRequired
- Body type
- BodyRequired
- Add signature default
- Label or mailbox
- Attachments
Action
Write
- ThreadRequired
- Label(s) to removeRequired
Action
Write
- Search StringRequired
Action
Search

About Estate.Studio

Estate.Studio is a platform for estate planning professionals to collaborate with clients, manage documents, track progress, and streamline the planning process

Related categories

CRM (Customer Relationship Management)

About Gmail

One of the most popular email services, Gmail keeps track of all your emails with threaded conversations, tags, and Google-powered search to find any message you need.

Learn more