Estate.Studio + PracticePanther Legal Software
Create PracticePanther contacts when new RateMyEstate assessments are completed in Estate.Studio
Once a client has completed a new RateMyEstate assessment in Estate.Studio, a matching PracticePanther contact will be added automatically.
Once a client has completed a new RateMyEstate assessment in Estate.Studio, a matching PracticePanther contact will be added automatically.
- When this happens...RateMyEstate® Assessment Completed
Triggers when a user completes the RateMyEstate® Assessment.
- automatically do this!Create Contact
Creates a contact.
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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
