Estateably

Managing integrations for you and your organization

Integrations

You can enable, configure, and manage your organization’s integrations from the Integrations page.

Managing integrations

Frequently asked questions on how to get started with integrations in Estateably

Integration FAQs

Integration Management

The Clio integration maps Clio fields to Estateably fields so you can import intake and contact data when creating a new file. This article covers how to activate the integration,…

Integrate with Clio

With an active Clio integration, you can create a new Estateably file and import information directly from a Clio matter.

Creating a File from a Clio Matter

Below are answers to common questions about the Clio integration with Estateably.

Clio Integration FAQs

Integration-specific setup and configuration information

Integrating with Clio

DecisionVault is a client intake tool for estate planning attorneys. This article explains how organization administrators enable the DecisionVault integration and how users import probate cases and contacts into Estateably.…

Integrate with DecisionVault

Frequently asked questions about other Estateably integrations

DecisionVault Integration FAQs

Setup information for other Estateably integrations

Integrating with DecisionVault

Setting Up the Email Integration With Your Provider

Send emails directly from Estateably in four areas: Tasks, Contacts, Forms &amp; Letters, and Documents. This article explains how to send, customize, and track emails from each section, and how…

Use the email integration

Answers to common questions about sending emails from within Estateably, including recipients, attachments, logs, formatting, and current limitations.

Sending emails in Estateably — FAQs

Answers to common questions about connecting Gmail or Outlook to Estateably, managing authentication, and understanding how the email integration works for your organization.

Email setup and administration FAQs

Email Integrations

Sync Estateably tasks that have a due date to your Google Calendar or Microsoft Outlook calendar or to-do list. This article covers enabling the integration as an admin, authenticating as…

Set up and use the calendar integration

Answers to common questions about syncing Estateably tasks with Google Calendar or Microsoft Outlook, including authentication, sync behavior, and managing synced tasks.

Calendar integration FAQs

Calendar Integrations

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Connect the tools your team already uses to bring data in.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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