Below is a list of available triggers and actions for Trustate's API using Zapier.
Actions:
Import Matter
Key: action_import_matter
Description: Imports a new Matter to the Trustate database.
Input Fields
Required Fields:
displayFirstName
displayLastName
Optional Fields:
decedentFirstName
decedentLastName
decedentDateOfBirth
decedentDateOfDeath
decedentLastAddressStreet
decedentLastAddressCity
decedentLastAddressState
decedentLastAddressZip
clientFirstName
clientLastName
clientEmailAddress
clientPhoneNumber
clientDateOfBirth
clientAddressStreet
clientAddressCity
clientAddressState
clientAddressZip
wardFirstName
wardLastName
wardDateOfBirth
wardAddressStreet
wardAddressCity
wardAddressState
wardAddressZip
trustName
trustDate
trustAddressStreet
trustAddressCity
trustAddressState
trustAddressZip
isGrantorTrust
isRevocableTrus