CosmoLex Integrations

CRM (Customer Relationship Management)

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OneDrive

File Management & Storage, Microsoft

PEX

Payment Processing

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Developer Tools, Zapier

Gmail

Email, Google

Google Sheets

Google, Spreadsheets

WPForms

Forms & Surveys, WordPress

Webhooks by Zapier

Developer Tools, Zapier

Slack

Team Chat

Email by Zapier

Email, Zapier

OneDrive

File Management & Storage, Microsoft

PEX

Payment Processing

Filter by Zapier

Developer Tools, Zapier

Gmail

Email, Google

Google Sheets

Google, Spreadsheets

WPForms

Forms & Surveys, WordPress

OneDrive

File Management & Storage, Microsoft

PEX

Payment Processing

Filter by Zapier

Developer Tools, Zapier

Gmail

Email, Google

Google Sheets

Google, Spreadsheets

WPForms

Forms & Surveys, WordPress

Webhooks by Zapier

Developer Tools, Zapier

Slack

Team Chat

Email by Zapier

Email, Zapier

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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
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CosmoLex + Google Sheets
Send SMS messages for new CosmoLex matters
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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

CosmoLex + Gmail

Send Gmail emails to new CosmoLex contacts

CosmoLex + Gmail

Create rows in Google Sheets from new timecards in CosmoLex

CosmoLex + Google Sheets

Send SMS messages for new CosmoLex matters

CosmoLex + SMS by Zapier

Create clients in CosmoLex from new contacts in Contacts+

Contacts+ + CosmoLex

Send Slack channel messages for new CosmoLex timecards

CosmoLex + Slack

Supported triggers and actions

What does this mean?

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
- SubjectRequired
- NoteRequired
- Matter File #
- Note Date
- Billing Type
Action
Write

- Task nameRequired
- 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

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 NameRequired
- 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 NameRequired
- Client NameRequired
- 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 CosmoLex

CosmoLex is law practice management software with built-in accounting, timekeeping, invoicing, document/email management, and matter workflows.

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

Popular CosmoLex Integrations