Create integrations between CosmoLex and IntelligenceBank to automate any workflow
Top companies trust Zapier to automate work that solves their unique business problems—no coding required.
How Zapier works
Zapier lets you build automated workflows between two or more apps—no code necessary. These workflows are called Zaps, and this is how they work.
A trigger is where automation begins
Now it's time for action
And that's it! You've just created a Zap.
Connect CosmoLex and IntelligenceBank to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
Automate your lead management and improve conversions
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Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
New Contact
Triggers when a new contact is created in the firm.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Invoice
Triggers when a new invoice is created in the firm.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Matter
Triggers when a new matter is created in the firm.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Timecard
Triggers when a new timecard is created in the firm.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Soft Cost
Triggers when a new SoftCost is created in the firm.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SubjectRequired
NoteRequired
Matter File #
Note Date
Billing Type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Database _idRequired
Staged Record Submission Status
Standard Record Submission Status
General Keyword Search
1. Filtering Condition - Field _id
1. Filtering Condition - Field Type
1. Filtering Condition - Date Range
1. Filtering Condition - Search Value
1. Filtering Condition - Operator
1. Filtering Condition - Union
2. Filtering Condition - Field _id
2. Filtering Condition - Field Type
2. Filtering Condition - Date Range
2. Filtering Condition - Search Value
2. Filtering Condition - Operator
2. Filtering Condition - Union
3. Filtering Condition - Field _id
3. Filtering Condition - Field Type
3. Filtering Condition - Date Range
3. Filtering Condition - Search Value
3. Filtering Condition - Operator
3. Filtering Condition - Union
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planDatabase _idRequired
Staged Record Submission Status
Standard Record Submission Status
General Keyword Search
1. Filtering Condition - Field _id
1. Filtering Condition - Field Type
1. Filtering Condition - Date Range
1. Filtering Condition - Search Value
1. Filtering Condition - Operator
1. Filtering Condition - Union
2. Filtering Condition - Field _id
2. Filtering Condition - Field Type
2. Filtering Condition - Date Range
2. Filtering Condition - Search Value
2. Filtering Condition - Operator
2. Filtering Condition - Union
3. Filtering Condition - Field _id
3. Filtering Condition - Field Type
3. Filtering Condition - Date Range
3. Filtering Condition - Search Value
3. Filtering Condition - Operator
3. Filtering Condition - Union
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planFolder _id
Search Sub-Folders
Search Keywords
Restrict Content Search
File extension
1. Filtering Condition - Field _id
1. Filtering Condition - Field Type
1. Filtering Condition - Date Range
1. Filtering Condition - Search Value
1. Filtering Condition - Operator
1. Filtering Condition - Union
2. Filtering Condition - Field _id
2. Filtering Condition - Field Type
2. Filtering Condition - Date Range
2. Filtering Condition - Search Value
2. Filtering Condition - Operator
2. Filtering Condition - Union
3. Filtering Condition - Field _id
3. Filtering Condition - Field Type
3. Filtering Condition - Date Range
3. Filtering Condition - Search Value
3. Filtering Condition - Operator
3. Filtering Condition - Union
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planDatabase _idRequired
Staged Record Submission Status
Standard Record Submission Status
General Keyword Search
1. Filtering Condition - Field _id
1. Filtering Condition - Field Type
1. Filtering Condition - Date Range
1. Filtering Condition - Search Value
1. Filtering Condition - Operator
1. Filtering Condition - Union
2. Filtering Condition - Field _id
2. Filtering Condition - Field Type
2. Filtering Condition - Date Range
2. Filtering Condition - Search Value
2. Filtering Condition - Operator
2. Filtering Condition - Union
3. Filtering Condition - Field _id
3. Filtering Condition - Field Type
3. Filtering Condition - Date Range
3. Filtering Condition - Search Value
3. Filtering Condition - Operator
3. Filtering Condition - Union
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planCreator
Approved
Completed
Cancelled
Type
Reviewed Item Type
Require Approval
Reviewer
Reviewer Responded
Workflow
Workflow Template
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planPlatform URLRequired
Email AddressRequired
PasswordRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TargetRequired
File NameRequired
FileRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Template Group _idRequired
Group NameRequired
Group Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Folder _idRequired
Resource Name
Resource Description
Resource Date
Resource Review Date
Resource Usage Details
Resource Owner
Resource Ownership Type
Resource Keyword Tags
File NameRequired
Remote File NameRequired
Remote Connector KeyRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Record _idRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Database _idRequired
Record _idRequired
Update Record As DraftRequired
Owner Groups
Owner Division
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Resource Name
Resource IdRequired
File - TypeRequired
File - Tmp FilenameRequired
File - SizeRequired
File - New NameRequired
Create New VersionRequired
New Version Comment
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Filter _idRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Group _idRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Record _idRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Sort by FieldRequired
Sort orderRequired
Max Results (1-100)
ActionThis is an event a Zap performs.SearchFind existing data in your appSort by fieldRequired
Sort orderRequired
Max Results (1-100)Required
Search Keywords
ActionThis is an event a Zap performs.SearchFind existing data in your appFolder _id
Search Sub-Folders
Sort by FieldRequired
Sort orderRequired
Max Results (1-100)
Search Keywords
Search Scope
File Extension
1. Filtering Condition - Field _id
1. Filtering Condition - Field Type
1. Filtering Condition - Date Range
1. Filtering Condition - Search Value
1. Filtering Condition - Operator
1. Filtering Condition - Union
2. Filtering Condition - Field _id
2. Filtering Condition - Field Type
2. Filtering Condition - Date Range
2. Filtering Condition - Search Value
2. Filtering Condition - Operator
2. Filtering Condition - Union
3. Filtering Condition - Field _id
3. Filtering Condition - Field Type
3. Filtering Condition - Date Range
3. Filtering Condition - Search Value
3. Filtering Condition - Operator
3. Filtering Condition - Union
ActionThis is an event a Zap performs.SearchFind existing data in your appParent Folder _id
Sort by FieldRequired
Sort orderRequired
Keyword(s) to search for
Max Results (1-100)Required
Destination Folder _idRequired
Folder NameRequired
Folder Description
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
New Event
Triggers when a new event is created in the firm.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Invoice Payment
Triggers when a new invoice payment is received by the firm.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Note
Triggers when a new note is created in the firm.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Task
Triggers when a new task is created in the firm.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Matter NameRequired
Client NameRequired
Date Opened
Matter File Number
Matter Owner Name
Matter Billing Method
Area of Law
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Resolved
Source TypeRequired
Source
Parent MarkUp Comment
MarkUp Comment Creator
Keywords
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planFolder _id
Search Sub-Folders
Search Keywords
Restrict Content Search
File extension
1. Filtering Condition - Field _id
1. Filtering Condition - Field Type
1. Filtering Condition - Date Range
1. Filtering Condition - Search Value
1. Filtering Condition - Operator
1. Filtering Condition - Union
2. Filtering Condition - Field _id
2. Filtering Condition - Field Type
2. Filtering Condition - Date Range
2. Filtering Condition - Search Value
2. Filtering Condition - Operator
2. Filtering Condition - Union
3. Filtering Condition - Field _id
3. Filtering Condition - Field Type
3. Filtering Condition - Date Range
3. Filtering Condition - Search Value
3. Filtering Condition - Operator
3. Filtering Condition - Union
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planCreator
Approved
Completed
Cancelled
Type
Reviewed Item Type
Require Approval
Reviewer
Reviewer Responded
Workflow
Workflow Template
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planFolder _id
Search Sub-Folders
Search Keywords
Restrict Content Search
File extension
1. Filtering Condition - Field _id
1. Filtering Condition - Field Type
1. Filtering Condition - Date Range
1. Filtering Condition - Search Value
1. Filtering Condition - Operator
1. Filtering Condition - Union
2. Filtering Condition - Field _id
2. Filtering Condition - Field Type
2. Filtering Condition - Date Range
2. Filtering Condition - Search Value
2. Filtering Condition - Operator
2. Filtering Condition - Union
3. Filtering Condition - Field _id
3. Filtering Condition - Field Type
3. Filtering Condition - Date Range
3. Filtering Condition - Search Value
3. Filtering Condition - Operator
3. Filtering Condition - Union
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planDatabase _idRequired
Record _idRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Database _idRequired
Create Record As Draft
Owner Groups
Owner Division
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Destination Folder _idRequired
Folder NameRequired
Folder Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Folder _idRequired
Resource Name
Resource Description
Resource Date
Resource Review Date
Resource Usage Details
Resource Owner
Resource Ownership Type
Resource Keyword Tags
File - TypeRequired
File - Tmp NameRequired
File - SizeRequired
File - Original FilenameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Folder _idRequired
Resource URLRequired
Resource NameRequired
Resource Description
Resource Date
Resource Review Date
Resource Usage Details
Resource Owner
Resource Ownership Type
Resource Keyword Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.File Tmp NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Group _idRequired
Group NameRequired
Group Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Resource _idRequired
Resource Name
Resource Description
Resource Date
Resource Review Date
Resource Usage Details
Resource Owner
Resource Ownership Type
Resource Keyword Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Form SourceRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Resource _idRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Resource IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Parent Folder _id
Sort by FieldRequired
Sort orderRequired
Keyword(s) to search for
Max Results (1-100)Required
ActionThis is an event a Zap performs.SearchFind existing data in your appDatabase _idRequired
Sort by Field. Left blank to sort by relevance.Required
Sort orderRequired
Max Results (1-100)Required
Staged Record Submission Status
Standard Record Submission Status
General Keyword Search
1. Filtering Condition - Field _id
1. Filtering Condition - Field Type
1. Filtering Condition - Date Range
1. Filtering Condition - Search Value
1. Filtering Condition - Operator
1. Filtering Condition - Union
2. Filtering Condition - Field _id
2. Filtering Condition - Field Type
2. Filtering Condition - Date Range
2. Filtering Condition - Search Value
2. Filtering Condition - Operator
2. Filtering Condition - Union
3. Filtering Condition - Field _id
3. Filtering Condition - Field Type
3. Filtering Condition - Date Range
3. Filtering Condition - Search Value
3. Filtering Condition - Operator
3. Filtering Condition - Union
4. Filtering Condition - Field _id
4. Filtering Condition - Field Type
4. Filtering Condition - Date Range
4. Foreign Source _id
4. Filtering Condition - Foreign Field _id
4. Filtering Condition - Foreign Field Type
4. Filtering Condition - Search Value
4. Filtering Condition - Operator
4. Filtering Condition - Union
5. Filtering Condition - Field _id
5. Filtering Condition - Field Type
5. Filtering Condition - Date Range
5. Foreign Source _id
5. Filtering Condition - Foreign Field _id
5. Filtering Condition - Foreign Field Type
5. Filtering Condition - Search Value
5. Filtering Condition - Operator
5. Filtering Condition - Union
ActionThis is an event a Zap performs.SearchFind existing data in your appSort by fieldRequired
Sort orderRequired
Max Results (1-100)Required
User Fullname to search for
User Email to search for
User _id to search for
User id to search for
User Division _id to search for
User Group _id to search for
User External Id to search for
ActionThis is an event a Zap performs.SearchFind existing data in your appSort by fieldRequired
Sort orderRequired
Max Results (1-100)Required
Search Keywords
Template Group _idRequired
Group NameRequired
Group Description
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found