ActiveDEMAND + CosmoLex

ActiveDEMAND + CosmoLex integrations

Create new CosmoLex contacts from new ActiveDEMAND contacts

Transfer and manage your contacts seamlessly between ActiveDEMAND and CosmoLex with this streamlined workflow. Whenever a new contact is added in ActiveDEMAND, it will immediately create a corresponding contact in CosmoLex, keeping your databases accurate and updated. This efficient automation ensures you have all the necessary information at your fingertips, optimizing your time and productivity.

When this happens...
New ContactTriggers when a new contact is created in ActiveDEMAND.
TriggerInstant
automatically do this!
Create ContactCreates a new contact.
ActionWrite

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More things you can do with ActiveDEMAND and CosmoLex

Discover other triggers and actions you can use with ActiveDEMAND and CosmoLex

New Contact
Triggers when a new contact is created in ActiveDEMAND.
Trigger
Instant
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Updated Contact
Triggers when an existing contact is updated in ActiveDEMAND.
Trigger
Instant
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- History Type
  Required
- Create Date
Action
Write
New Contact
Triggers when a new contact is created in the firm.
Trigger
Instant
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New Invoice
Triggers when a new invoice is created in the firm.
Trigger
Instant
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New Matter
Triggers when a new matter is created in the firm.
Trigger
Instant
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New Timecard
Triggers when a new timecard is created in the firm.
Trigger
Instant
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New Soft Cost
Triggers when a new SoftCost is created in the firm.
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Instant
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- Event name*
  Required
- Mark this event as Private???
- Matter File Number
- Billing Status
- Start Date Time*
  Required
- Ending Date Time*
  Required
- Location
- All day event
- Description
- Send Email to Attendees?
- Invited
- Client Portal Shared
Action
Write
- Subject
  Required
- Note
  Required
- Matter File #
- Note Date
- Billing Type
Action
Write
- Task name
  Required
- Private?
- Matter File #
- Primary Assignee
- Assignee
- Task Start Date
- Task Due Date
- Estimated Hours of Effort
- Actual Hours of Effort
- Choose the Priority
- Reminder in Days
- Task Description
- The billable status of this task
- Task Status
- Percentage Complete
- Send Email when Complete
Action
Write

- History Type
  Required
Trigger
Instant
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Create Contact
Creates a new contact.
Action
Write
- ActiveDEMAND Form
  Required
Action
Write
New Event
Triggers when a new event is created in the firm.
Trigger
Instant
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New Invoice Payment
Triggers when a new invoice payment is received by the firm.
Trigger
Instant
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New Note
Triggers when a new note is created in the firm.
Trigger
Instant
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New Task
Triggers when a new task is created in the firm.
Trigger
Instant
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- Contact Name
  Required
- Display name
- Contact Type
- Contact Email
- Home Phone Number
- Work Phone Number
- Cell Phone Number
- Fax Phone Number
- Notes
- Address Line 1
- Address Line 2
- City
- State/Province
- Zip
- Country
Action
Write
- Matter Name
  Required
- Client Name
  Required
- Date Opened
- Matter File Number
- Matter Owner Name
- Matter Billing Method
- Area of Law
Action
Write
- Matter File #
  Required
- Timekeeper Name
- Timekeeper Initials
- Expense Date
- Expense Code
- Expense Name
- Expense Description
- Item Quantity
- Unit Price
- The billable status of this expense
- Billing Hold
- Internal Notes
- Taxable
Action
Write
- Matter File #
  Required
- Timekeeper Name
- Timekeeper Initials
- Date
- Activity Code
- Task Code
- Task Name
- Task Description
- The billable status of this timecard
- Time Spent
- Time Billed
- Rate/price
- Rate Level
- Rate Type
Action
Write

About ActiveDEMAND

ActiveDEMAND is an integrated marketing platform that helps companies drive demand, improve conversion velocity, and demonstrate value delivered.

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About CosmoLex

CosmoLex is a legal practice management solution with robust matter management, billing, accounting, firm analytics and reporting.

HelpHelp

Related categories

CRM (Customer Relationship Management)

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