CosmoLex Integrations

Name: Zapier
Availability: InStock

Do more with CosmoLex integrations

Zapier lets you connect CosmoLex with thousands of the most popular apps, so you can automate your work and have more time for what matters most—no code required.

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OneDrive

File Management & Storage, Microsoft

PEX

Payment Processing

Divorcepath

Documents

Google Sheets

Google, Spreadsheets

WPForms

Forms & Surveys, WordPress

Lawmatics

Marketing Automation

Slack

Team Chat

Microsoft Outlook

Calendar, Email, Microsoft

Filevine

Project Management

OneDrive

File Management & Storage, Microsoft

PEX

Payment Processing

Divorcepath

Documents

Google Sheets

Google, Spreadsheets

WPForms

Forms & Surveys, WordPress

Lawmatics

Marketing Automation

OneDrive

File Management & Storage, Microsoft

PEX

Payment Processing

Divorcepath

Documents

Google Sheets

Google, Spreadsheets

WPForms

Forms & Surveys, WordPress

Lawmatics

Marketing Automation

Slack

Team Chat

Microsoft Outlook

Calendar, Email, Microsoft

Filevine

Project Management

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Quickly automate CosmoLex integrations with Zapier's templates

Create Gmail labels for new CosmoLex matters
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CosmoLex + Gmail
Send Gmail emails to new CosmoLex contacts
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CosmoLex + Gmail
Create rows in Google Sheets from new timecards in CosmoLex
Details
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CosmoLex + Google Sheets
Send SMS messages for new CosmoLex matters
Details
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CosmoLex + SMS by Zapier
Create clients in CosmoLex from new contacts in Contacts+
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Contacts+ + CosmoLex
Send Slack channel messages for new CosmoLex timecards
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CosmoLex + Slack

Create Gmail labels for new CosmoLex matters

Details

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CosmoLex + Gmail

Send Gmail emails to new CosmoLex contacts

Details

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CosmoLex + Gmail

Create rows in Google Sheets from new timecards in CosmoLex

Details

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CosmoLex + Google Sheets

Send SMS messages for new CosmoLex matters

Details

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CosmoLex + SMS by Zapier

Create clients in CosmoLex from new contacts in Contacts+

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Contacts+ + CosmoLex

Send Slack channel messages for new CosmoLex timecards

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CosmoLex + Slack

Create new CosmoLex contacts from Ninja Forms submissions

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Ninja Forms + CosmoLex

Create new CosmoLex contacts from Leadpages form submissions

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Leadpages + CosmoLex

Create new CosmoLex contacts from Formidable Forms entries

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Formidable Forms + CosmoLex

Create CosmoLex contacts from new Squarespace Forms form submissions

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Squarespace Forms + CosmoLex

Create CosmoLex contacts from new VideoAsk responses

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VideoAsk + CosmoLex

Create CosmoLex contacts from new Formsite form results

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Formsite + CosmoLex

Create new CosmoLex contacts from Ninja Forms submissions
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Ninja Forms + CosmoLex
Create new CosmoLex contacts from Leadpages form submissions
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Leadpages + CosmoLex
Create new CosmoLex contacts from Formidable Forms entries
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Formidable Forms + CosmoLex
Create CosmoLex contacts from new Squarespace Forms form submissions
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Squarespace Forms + CosmoLex
Create CosmoLex contacts from new VideoAsk responses
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VideoAsk + CosmoLex
Create CosmoLex contacts from new Formsite form results
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Formsite + CosmoLex

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.

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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- Contact 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
- Description
- Matter File Number
- Note Date
- Billing Type
Action
Write

- Contact Name
  Required
- Private?
- Matter File Number
- Primary Assignee
- Assignee
- Task Start Date
- Task Due Date
- Estimated Hours of Effort
- Actual Hours of Effort
- Choose the Priority
- Reminder in Days
- Description
- Billing Type
- Task Status
- Percentage Complete
- Send Email when Complete
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 Number
- Timekeeper Name
- Timekeeper Initials
- Expense Date
- Expense Code
- Expense Name
- Description
- Item Quantity
- Unit Price
- Billing Type
- Billing Hold
- Internal Notes
- Taxable
Action
Write
- Matter File Number
- Timekeeper Name
- Timekeeper Initials
- Expense Date
- Activity Code
- Task Code
- Task Name
- Description
- The billable status of this timecard
- Time Spent
- Time Billed
- Unit Price
- Rate Level
- Rate Type
Action
Write

CosmoLex Help & Support

Common questions

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Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

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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)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

CosmoLex Integrations

Do more with CosmoLex integrations

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Quickly automate CosmoLex integrations with Zapier's templates

Create Gmail labels for new CosmoLex matters

Send Gmail emails to new CosmoLex contacts

Create rows in Google Sheets from new timecards in CosmoLex

Send SMS messages for new CosmoLex matters

Create clients in CosmoLex from new contacts in Contacts+

Send Slack channel messages for new CosmoLex timecards

Create Gmail labels for new CosmoLex matters

Send Gmail emails to new CosmoLex contacts

Create rows in Google Sheets from new timecards in CosmoLex

Send SMS messages for new CosmoLex matters

Create clients in CosmoLex from new contacts in Contacts+

Send Slack channel messages for new CosmoLex timecards

Create new CosmoLex contacts from Ninja Forms submissions

Create new CosmoLex contacts from Leadpages form submissions

Create new CosmoLex contacts from Formidable Forms entries

Create CosmoLex contacts from new Squarespace Forms form submissions

Create CosmoLex contacts from new VideoAsk responses

Create CosmoLex contacts from new Formsite form results

Create new CosmoLex contacts from Ninja Forms submissions

Create new CosmoLex contacts from Leadpages form submissions

Create new CosmoLex contacts from Formidable Forms entries

Create CosmoLex contacts from new Squarespace Forms form submissions

Create CosmoLex contacts from new VideoAsk responses

Create CosmoLex contacts from new Formsite form results

Supported triggers and actions