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.

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.

  1. When this happens...
    Formidable FormsFormidable Forms
    New Entry

    Triggers when a new form is submitted.

    TriggerInstant
  2. automatically do this!
    CosmoLexCosmoLex
    Create Contact

    Creates a new contact.

    ActionWrite
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Supported triggers and actions

cosmolex logo
cosmolex logo

About CosmoLex

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

Related categories

  • CRM (Customer Relationship Management)

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formidable logo
formidable logo

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.

Related categories

  • Forms & Surveys
  • WordPress

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