Contacts+ + CosmoLex

Contacts+ + CosmoLex integrations

Create clients in CosmoLex from new contacts in Contacts+

When you snap a pic of a business card with the Contacts+ Card Reader app, a team of people—not computers—transcribes the card and adds a new contact to CosmoLex. That Zap makes that power even more efficient, automatically creating a client in your CosmoLex account from the details of each new contact in Contacts+, as soon as they're created.

When this happens...
New ContactTriggers when a contact is created or a business card is transcribed.
TriggerInstant
automatically do this!
Create ContactCreates a new contact.
ActionWrite

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More things you can do with Contacts+ and CosmoLex

Discover other triggers and actions you can use with Contacts+ and CosmoLex

- Team
- Tags
Trigger
Instant
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- Team
- Tags
Trigger
Instant
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- Team
Trigger
Instant
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- Team
Trigger
Instant
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- Team
- Photo URL
- Prefix
- First Name
- Middle Name
- Last Name
- Suffix
- Organization
- Title
- Home Email
- Work Email
- Other Email
- Home Phone
- Mobile Phone
- Work Phone
- Main Phone
- Work Fax
- Home Address
- Home Address 2
- Home City
- Home State
- Home Postal Code
- Home Country
- Work Address
- Work Address 2
- Work City
- Work State
- Work Postal Code
- Work Country
- URLs
- Relationships
- IMs
- Notes
- Birthday
- Dates
- Tag(s)
Action
Write

- Team
- Contact
  Required
- Tag(s) to Remove
  Required
Action
Write
- Contact
  Required
- Team
- Photo URL
- Prefix
- First Name
- Middle Name
- Last Name
- Suffix
- Organization
- Title
- Home Email
- Work Email
- Other Email
- Home Phone
- Mobile Phone
- Work Phone
- Main Phone
- Work Fax
- Home Address
- Home Address 2
- Home City
- Home State
- Home Postal Code
- Home Country
- Work Address
- Work Address 2
- Work City
- Work State
- Work Postal Code
- Work Country
- URLs
- Relationships
- IMs
- Notes
- Birthday
- Dates
- Tag(s)
Action
Write

- Name
- Company
- Email
- Phone
- Team
Action
Search
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.
Trigger
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

- Team
- Tags
Trigger
Instant
Try It
- Team
- Tags
Trigger
Instant
Try It
- Team
Trigger
Instant
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- Contact
  Required
- Team
- Notes
  Required
Action
Write
- Team
- Name
  Required
Action
Write
- Team
- Contact
  Required
- Tag(s)
  Required
Action
Write
- FullContact API Key
  Required
- Domain or Email
  Required
Action
Search
- FullContact API Key
  Required
- Emails
- Phone Numbers
- Given Name
- Family Name
- Twitter Handle
Action
Search
New Event
Triggers when a new event is created in the firm.
Trigger
Instant
Try It
New Invoice Payment
Triggers when a new invoice payment is received by the firm.
Trigger
Instant
Try It
New Note
Triggers when a new note is created in the firm.
Trigger
Instant
Try It
New Task
Triggers when a new task is created in the firm.
Trigger
Instant
Try It
- 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 Contacts+

Contacts+, formerly known as FullContact, is a modern contact management app to keep your contacts up-to-date across all leading platforms.

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Related categories

Contact Management

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About CosmoLex

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

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Related categories

CRM (Customer Relationship Management)

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