CosmoLex + Google Sheets

Create Google Sheets rows for every new matter in CosmoLex

Stay organized and efficient by seamlessly transferring new matters from CosmoLex into a Google Sheets spreadsheet. With this streamlined workflow, each time you add a new matter in CosmoLex, it immediately gets populated as a new row in your selected Google Sheets. Say goodbye to manual data entry and save valuable time, as it ensures that your spreadsheet data stays updated with the latest matters from CosmoLex.

Stay organized and efficient by seamlessly transferring new matters from CosmoLex into a Google Sheets spreadsheet. With this streamlined workflow, each time you add a new matter in CosmoLex, it immediately gets populated as a new row in your selected Google Sheets. Say goodbye to manual data entry and save valuable time, as it ensures that your spreadsheet data stays updated with the latest matters from CosmoLex.

  1. When this happens...
    CosmoLexCosmoLex
    New Matter

    Triggers when a new matter is created in the firm.

    TriggerInstant
  2. automatically do this!
    Google SheetsGoogle Sheets
    Create Spreadsheet Row

    Create a new row in a specific spreadsheet.

    ActionWrite
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Supported triggers and actions

  • CosmoLex triggers, actions, and search

    New Event

    Triggers when a new event is created in the firm.

    Trigger
    Instant
    Try It
  • CosmoLex triggers, actions, and search

    New Invoice Payment

    Triggers when a new invoice payment is received by the firm.

    Trigger
    Instant
    Try It
  • CosmoLex triggers, actions, and search

    New Note

    Triggers when a new note is created in the firm.

    Trigger
    Instant
    Try It
  • CosmoLex triggers, actions, and search

    New Task

    Triggers when a new task is created in the firm.

    Trigger
    Instant
    Try It
cosmolex logo
cosmolex logo

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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google-sheets logo
google-sheets logo

About Google Sheets

Create, edit, and share spreadsheets wherever you are with Google Sheets, and get automated insights from your data.
Learn more

Related categories

  • Google
  • Spreadsheets

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