CosmoLex + Credit Repair Cloud

CosmoLex + Credit Repair Cloud integrations

Create new CosmoLex contacts for Credit Repair Cloud clients

Effortlessly manage your new clients with this seamless Credit Repair Cloud to CosmoLex automation. Whenever a new client is added in Credit Repair Cloud, this workflow creates a corresponding contact in CosmoLex, ensuring that your client details are up-to-date and organized in both systems. Save time and prevent manual data entry errors with this efficient process, providing a smoother experience for both you and your clients.

When this happens...
New ClientTriggered when you add a new client.
TriggerInstant
automatically do this!
Create ContactCreates a new contact.
ActionWrite

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More things you can do with Credit Repair Cloud and CosmoLex

Discover other triggers and actions you can use with Credit Repair Cloud and CosmoLex

Status Change
Triggered when you convert status from client to any other status or from any other status to client.
Trigger
Instant
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New Client
Triggered when you add a new client.
Trigger
Instant
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New Lead
Triggered when you add a new lead.
Trigger
Instant
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Update Lead
Triggered when you update a lead.
Trigger
Instant
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- First Name
  Required
- Last Name
  Required
- Email
  Required
- Middle Name
- Suffix
- Mobile Phone
- Home Phone
- Work Phone
- Work Phone Ext
- Fax
- Social Security Number
- Birth Date
- Street Address
- City
- State
- Zip
- Country
- Memo
- Previous Mailing Address
Action
Write

- First Name
  Required
- Last Name
  Required
- Middle Name
- Suffix
- Email
- Mobile Phone
- Home Phone
- Work Phone
- Work Phone Ext
- Fax
- Social Security Number
- Birth Date
- Street Address
- City
- State
- Zip
- Country
- Memo
- Previous Mailing Address
Action
Write
- First Name
  Required
- Last Name
  Required
- Middle Name
- Suffix
- Email
- Mobile Phone
- Home Phone
- Work Phone
- Work Phone Ext
- Fax
- Social Security Number
- Birth Date
- Street Address
- City
- State
- Zip
- Country
- Memo
- Previous Mailing Address
Action
Write

New Event
Triggers when a new event is created in the firm.
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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

New Affiliate
Triggers when a new affiliate is created.
Trigger
Instant
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New Invoice
Triggered when you add a new invoice.
Trigger
Instant
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Update Client
Triggered when you update a client.
Trigger
Instant
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- First Name
  Required
- Last Name
  Required
- Email
  Required
- Middle Name
- Suffix
- Mobile Phone
- Home Phone
- Work Phone
- Work Phone Ext
- Fax
- Social Security Number
- Birth Date
- Street Address
- City
- State
- Zip
- Country
- Memo
- Previous Mailing Address
Action
Write
- First Name
  Required
- Last Name
  Required
- Email
  Required
- Mobile Phone
  Required
- Gender
  Required
- PortalAccess
  Required
- Alternate Phone
- Phone Ext
- Fax
- Address
- Status
- City
- Zip
- Country
- Internal Note
- Companyurl
- Company
Action
Write
- First Name
  Required
- Last Name
  Required
- Email
  Required
- Total Amount
  Required
- Due Date
  Required
- Reference Number
  Required
- Open Amount
- Added Date
- Lines
- Paid Amount
- Invoice Date
- Payment Recived 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.
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

About CosmoLex

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

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CRM (Customer Relationship Management)

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About Credit Repair Cloud

Cloud-based Credit Repair Software and CRM. For mortgage brokers and entrepreneurs. Help your clients or start a credit repair business.