Skip to content

Connect Estate.Studio and Paperform to unlock the power of automation

No credit card required
Free forever for core features
14-day trial for premium features and apps

Choose a Trigger

Choose an Action

Start with Google for free

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate Estate.Studio with Paperform - no code necessary. See how you can get setup in minutes.

Select a trigger from Estate.Studio

A trigger is an event that starts your Zap and runs the workflow. For example, with Estate.Studio, a trigger could be "Estate Access Updated."

A trigger is the event that kicks off your automated workflow.

Setup an action from Paperform

An action is what takes place after the automation is triggered. For example, with Paperform, the action could be "Create Form Coupon."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Estate.Studio to Paperform

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.

Triggers and actions are the main components of every automated workflow.

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

G2 Badge - Best Est. ROI - Winter 2024

G2 Badge - Best Results - Winter 2024

G2 Badge - Most Implementable - Winter 2024

G2 Badge - Leader Mid-Market - Winter 2024

93%

Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your Estate.Studio to Paperform integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

Illustration of AI enhancing Zapier workflows with automation and app integrations.

Connect Estate.Studio and Paperform to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Integration categories

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

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.

triggers, actions, or triggers and actions

Estate Access Updated
Triggers when the status of estate access or accessible content related to estate access changes.
Trigger
Instant
Try It
Client Added
Triggers when a new client is added.
Trigger
Instant
Try It
Client Contact Added
Triggers when a client (who has granted estate access) adds a contact
Trigger
Instant
Try It
Client Note Created
Triggers when a new note is created on a client.
Trigger
Instant
Try It
Client Profile Updated
Triggers when a client (who has granted you estate access) updates their profile.
Trigger
Instant
Try It
Client Record Updated
Triggers when a client (who has granted estate access) updated a record.
Trigger
Instant
Try It
RateMyEstate® Assessment Completed
Triggers when a user completes the RateMyEstate® Assessment.
Trigger
Instant
Try It
Team Member Updated
Triggers when a team member gets updated.
Trigger
Instant
Try It
- Form
  Required
Trigger
Instant
Try It
- Form
  Required
- Code
  Required
Action
Write
- Form
  Required
- Form Product
  Required
Action
Write
- Form
  Required
- Field
  Required
- Form Product
  Required
- Name
  Required
- Price
  Required
- Available Quantity
- Minimum
- Maximum
- Discountable
- Image URLs
Action
Write
- Form
  Required
- Code
  Required
- Enabled
- Target
  Required
- Discount Amount
- Discount Percentage
- Expires At
Action
Write
- Form
  Required
- Field
  Required
- Title
  Required
- Description
- Required
- Custom Key
- Placeholder
Action
Write
- Form
  Required
- Form Product
  Required
- Available Quantity
  Required
Action
Write
- Space
  Required
- Space Name
  Required
Action
Write
- Title
- Space
Action
Search
- Form
  Required
- Form Product Name
  Required
Action
Search
- Form
  Required
- Form Product Name
  Required
- Field
  Required
- Form Product
  Required
- Name
  Required
- Price
  Required
- Available Quantity
- Minimum
- Maximum
- Discountable
- Image URLs
Action
Search or write

Estate Access Requested
Triggers when a professional user requests access to a client's estate.
Trigger
Instant
Try It
Assessment Requested
Triggers when a professional requests a client to complete the RateMyEstate® Assessment.
Trigger
Instant
Try It
Client Contact Updated
Triggers when a client (who has granted estate access) updates a contact.
Trigger
Instant
Try It
Client Note Updated
Triggers when a clients' note gets updated.
Trigger
Instant
Try It
Client Record Added
Triggers when a client (who has granted estate access) adds a new record.
Trigger
Instant
Try It
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
- Form
  Required
Trigger
Instant
Try It
- Form
  Required
- Code
  Required
- Enabled
- Target
  Required
- Discount Amount
- Discount Percentage
- Expires At
Action
Write
- Form
  Required
- Form Partial Submission ID
  Required
Action
Write
- Form
  Required
- Form Submission ID
  Required
Action
Write
- Space Name
  Required
Action
Write
- Form
  Required
- Title
- Description
- Disabled
- Custom Slug
- Space
Action
Write
- Form
  Required
- Form Product
  Required
- Name
  Required
- Price
  Required
- Available Quantity
- Minimum
- Maximum
- Discountable
- Image URLs
Action
Write
- Form
  Required
- Form Product
  Required
- Sold
  Required
Action
Write
- Form
  Required
- Form Field Title
  Required
Action
Search
- Form
  Required
- Form Field Title
  Required
Action
Search
- Space Name
  Required
Action
Search
- Space Name
  Required
- Space Name
  Required
Action
Search or write

Learn how to automate Paperform on the Zapier blog

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 Paperform

A digital Swiss Army Knife: take payments, create forms, manage bookings and put manual processes on autopilot. Where imagination takes form.

Learn moreLearn more

Related categories

Forms & Surveys

Similar apps

Wufoo

Forms & Surveys

Jotform

Forms & Surveys

Gravity Forms

Forms & Surveys, WordPress

Connect Estate.Studio to Paperform on the world's largest no-code automation platform

Sign up with Google