CosmoLex + Email by Zapier

Send outbound emails for new soft costs in CosmoLex using Email by Zapier

Streamline your business operations with this practical connection between CosmoLex and Email by Zapier. Whenever a new soft cost occurs in CosmoLex, an email notice is immediately dispatched via Email by Zapier, reducing manual effort. This automation allows for swift communication of essential cost changes, accelerating your workflow and keeping your team updated promptly.

When this happens...
New Soft Cost
Triggers when a new SoftCost is created in the firm.
TriggerInstant
automatically do this!
Send Outbound Email
Send an email from your own custom zapiermail.com address. Up to 10 emails sent per hour.
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Supported triggers and actions

What does this mean?

New Contact
Triggers when a new contact is created in the firm.
Trigger
Instant
Try It
New Invoice
Triggers when a new invoice is created in the firm.
Trigger
Instant
Try It
New Matter
Triggers when a new matter is created in the firm.
Trigger
Instant
Try It
New Timecard
Triggers when a new timecard is created in the firm.
Trigger
Instant
Try It
New Soft Cost
Triggers when a new SoftCost is created in the firm.
Trigger
Instant
Try It

- 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
- Email AddressRequired
Trigger
Instant
Try It
- ToRequired
- SubjectRequired
- Body (HTML or Plain)Required
- Attachment
- From Name
- Reply To
- Cc
- Bcc
- Force Linebreaks?
- Enable read receipts?
Action
Write

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 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
- Setup Directions
Trigger
Instant
Try It

About CosmoLex

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

Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

About Email by Zapier

Send and receive email via a custom Zapier email address at "zapiermail.com". This is great for triggering off of emails and sending custom emails. (Max of 10 email sends per hour.) Have direct access to your own email servers? Check out our IMAP and SMTP services!

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CosmoLex + Email by Zapier

Send outbound emails for new soft costs in CosmoLex using Email by Zapier

New Contact

New Invoice

New Matter

New Timecard

New Soft Cost

Create Event

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

Create Note

SubjectRequired

NoteRequired

Matter File #

Note Date

Billing Type

Create Task

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

New Inbound Email

Email AddressRequired

Send Outbound Email

ToRequired

SubjectRequired

Body (HTML or Plain)Required

Attachment

From Name

Reply To

Cc

Bcc

Force Linebreaks?

Enable read receipts?

New Event

New Invoice Payment

New Note

New Task

Create Contact

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

Create Matter

Matter NameRequired