CosmoLex + Gmail

CosmoLex + Gmail integrations

Create new CosmoLex timecards from matching Gmail emails

Stay organized and efficient with this workflow that connects Gmail to CosmoLex. Whenever a new email matching your search appears in your Gmail, a timecard will be created in CosmoLex. This seamless integration ensures accuracy and consistency, saving you time on manual data entry. It's perfect for keeping track of billable hours based on specific client emails or projects.

When this happens...
New Email Matching SearchTriggers when you receive a new email that matches a search string you provide.
TriggerPolling
automatically do this!
Create TimecardCreates a new timecard.
ActionWrite

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More things you can do with Gmail and CosmoLex

Discover other triggers and actions you can use with Gmail and CosmoLex

- Label or mailbox
- Search keywords
Trigger
Polling
Try It
- Label or mailbox
  Required
Trigger
Polling
Try It
- Label or mailbox
Trigger
Polling
Try It
New Starred Email
Triggers when you receive a new email and star it within two days.
Trigger
Polling
Try It
- Label
  Required
- Message
  Required
Action
Write

- Message
  Required
Action
Write
- Trigger_instructions
- Thread
  Required
- To
- Cc
- Bcc
- From
- From_name
- Body type
- Body
  Required
- Add signature default
- Signature delimiter
- Label or mailbox
- Attachments
Action
Write

- To
- Cc
- Bcc
- From
- From_name
- Reply_to
- Subject
  Required
- Body type
- Body
  Required
- Add signature default
- Signature delimiter
- Label or mailbox
- Attachments
- Send message to Google Contacts Group/Label
Action
Write
- Thread
  Required
- Label(s) to remove
  Required
Action
Write
- Message ID
  Required
- Attachment Filename
  Required
- Attachment Size
Action
Search
- Search String
  Required
- To
- Cc
- Bcc
- From
- From_name
- Reply_to
- Subject
  Required
- Body type
- Body
  Required
- Add signature default
- Signature delimiter
- Label or mailbox
- Attachments
- Send message to Google Contacts Group/Label
Action
Search or 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 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 Label
Triggers when you add a new label.
Trigger
Polling
Try It
- Label or mailbox
  Required
Trigger
Polling
Try It
- Search keywords
  Required
Trigger
Polling
Try It
- Label/Mailbox
Trigger
Polling
Try It
- Message
  Required
Action
Write
- To
- Cc
- Bcc
- Subject
  Required
- From
- From_name
- Body type
- Body
  Required
- Add signature default
- Signature delimiter
- Label or mailbox
- Attachments
- Recipient_instructions
Action
Write
- Name of label
  Required
Action
Write
- Message
  Required
- Label(s) to remove
  Required
Action
Write
- Trigger_instructions
- Thread
  Required
- To
- Cc
- Bcc
- From
- From_name
- Reply_to
- Subject
- Body type
- Body
  Required
- Add signature default
- Signature delimiter
- Label or mailbox
- Attachments
Action
Write
- Search String
  Required
Action
Search
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
- 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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About Gmail

One of the most popular email services, Gmail keeps track of all your emails with threaded conversations, tags, and Google-powered search to find any message you need.

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