Estate.Studio and Salesflare
How to connect Estate.Studio
- Via Zapier — 15 operations available. Set it up ↗
What you can automate
- When client Added in Estate.Studio, find or create account, then find or create contact, then add contact to account in Salesflare.
- When client Contact Added in Estate.Studio, find or create account, then find or create contact, then add contact to account in Salesflare.
- When client Contact Updated in Estate.Studio, find or create account, then find or create contact, then add contact to account in Salesflare.
- When client Note Created in Estate.Studio, find or create account, then find or create contact, then add contact to account in Salesflare.
- When client Note Updated in Estate.Studio, find or create account, then find or create contact, then add contact to account in Salesflare.
- When client Profile Updated in Estate.Studio, find or create account, then find or create contact, then add contact to account in Salesflare.
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
Estate.Studio operations on Zapier
Triggers (15)
Start a workflow when this happens
- Assessment Requested — Triggers when a professional requests a client to complete the RateMyEstate® Assessment.
- Client Added — Triggers when a new client is added.
- Client Contact Added — Triggers when a client (who has granted estate access) adds a contact
- Client Contact Updated — Triggers when a client (who has granted estate access) updates a contact.
- Client Note Created — Triggers when a new note is created on a client.
Show 10 more triggers
- Client Note Updated — Triggers when a clients' note gets updated.
- Client Profile Updated — Triggers when a client (who has granted you estate access) updates their profile.
- Client Record Added — Triggers when a client (who has granted estate access) adds a new record.
- Client Record Updated — Triggers when a client (who has granted estate access) updated a record.
- Client Updated — Triggers when a client is updated.
- Estate Access Requested — Triggers when a professional user requests access to a client's estate.
- Estate Access Updated — Triggers when the status of estate access or accessible content related to estate access changes.
- RateMyEstate® Assessment Completed — Triggers when a user completes the RateMyEstate® Assessment.
- Team Member Added — Triggers when a new team member is added.
- Team Member Updated — Triggers when a team member gets updated.
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