CosmoLex + Formidable Forms

Create new CosmoLex contacts from Formidable Forms entries

Effortlessly keep your contacts organized with this Formidable Forms to CosmoLex automation. When a new entry is submitted via Formidable Forms, this workflow will create a contact in CosmoLex, saving you time on manual data entry and ensuring client information is always up-to-date. Stay focused on delivering exceptional client services while this seamless integration handles your contact management.

When this happens...
New Entry
Triggers when a new form is submitted.
TriggerInstant
automatically do this!
Create Contact
Creates a new contact.
ActionWrite

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Supported triggers and actions

What does this mean?

- FormRequired
Trigger
Instant
Try It
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
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

- FormRequired
Trigger
Instant
Try It
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

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 Formidable Forms

Formidable Forms is a WordPress plugin that helps you create beautiful drag and drop forms with custom styling. You and your visitors can submit and edit entries and posts from the front-end of your site. When you have data, display it with graphs and custom views.

Learn more Help

Related categories

Similar apps

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Forms & Surveys

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Forms & Surveys

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Forms & Surveys, WordPress

PRODUCTS

CAPABILITIES

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CosmoLex + Formidable Forms

Create new CosmoLex contacts from Formidable Forms entries

Delete Entry

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

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

Client NameRequired

Date Opened

Matter File Number

Matter Owner Name

Matter Billing Method

Area of Law

Create Soft Cost

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

Create Timecard

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

New Entry

FormRequired

New Contact

New Invoice

New Matter

New Timecard

New Soft Cost

Create Event

Event name*Required