Integrate Estate.Studio with Retently
Sync client profiles and interaction data with Retently to ensure up-to-date customer information. Trigger NPS/CSAT surveys after significant client interactions or profile updates to gather feedback on service quality and client satisfaction.
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About Estate.Studio
Estate.Studio provides features for managing client estate access, updating client profiles, and tracking client interactions. It allows professionals to request assessments and manage team members effectively.
Estate.Studio to Retently
Estate Access Updated
Triggers when the status of estate access or accessible content related to estate access changes.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 Note Created
Triggers when a new note is created on a client.Client Profile Updated
Triggers when a client (who has granted you estate access) updates their profile.Client Record Updated
Triggers when a client (who has granted estate access) updated a record.RateMyEstate Assessment Completed
Triggers when a user completes the RateMyEstate Assessment.Team Member Updated
Triggers when a team member gets updated.Estate Access Requested
Triggers when a professional user requests access to a client's estate.Assessment Requested
Triggers when a professional requests a client to complete the RateMyEstate Assessment.Client Contact Updated
Triggers when a client (who has granted estate access) updates a contact.Client Note Updated
Triggers when a client's note gets updated.Client Record Added
Triggers when a client (who has granted estate access) adds a new record.Client Updated
Triggers when a client is updated.Team Member Added
Triggers when a new team member is added.Retently to Estate.Studio
Alex Bitca
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