Estate.Studio Integrations
Do more with Estate.Studio integrations
Zapier lets you connect Estate.Studio with thousands of the most popular apps, so you can automate your work and have more time for what matters most—no code required.
- No credit card required
- Free forever for core features
- 14-day trial for premium features and apps
Or pick an app to pair with
Clio
CRM (Customer Relationship Management)
Trello
Project Management
PracticePanther Legal Software
CRM (Customer Relationship Management)
Slack
Team Chat
Gmail
Email, Google
Kartra
Marketing Automation
Airtable
Databases
Calendly
Scheduling & Booking
Discord
Team Chat
Clio
CRM (Customer Relationship Management)
Trello
Project Management
PracticePanther Legal Software
CRM (Customer Relationship Management)
Slack
Team Chat
Gmail
Email, Google
Kartra
Marketing Automation
Clio
CRM (Customer Relationship Management)
Trello
Project Management
PracticePanther Legal Software
CRM (Customer Relationship Management)
Slack
Team Chat
Gmail
Email, Google
Kartra
Marketing Automation
Airtable
Databases
Calendly
Scheduling & Booking
Discord
Team Chat
Join millions worldwide who automate their work using Zapier
Quickly automate Estate.Studio integrations with Zapier's templates
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
Related categories