CosmoLex + Leadpages

Create new CosmoLex contacts from Leadpages form submissions

Effortlessly keep your CosmoLex contacts up to date with new leads from Leadpages forms. With this workflow, every time a new form submission occurs in Leadpages, a contact will be created in CosmoLex, ensuring your legal practice management software remains organized with the latest client information. Save time and streamline your lead management process with this seamless integration.

When this happens...
New Form Submission
Triggers when a visitor submits a form on a page.
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
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New Event
Triggers when a new event is created in the firm.
Trigger
Instant
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New Invoice Payment
Triggers when a new invoice payment is received by the firm.
Trigger
Instant
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New Note
Triggers when a new note is created in the firm.
Trigger
Instant
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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

New Contact
Triggers when a new contact is created in the firm.
Trigger
Instant
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New Invoice
Triggers when a new invoice is created in the firm.
Trigger
Instant
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New Matter
Triggers when a new matter is created in the firm.
Trigger
Instant
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New Timecard
Triggers when a new timecard is created in the firm.
Trigger
Instant
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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.

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Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Leadpages

Leadpages lets you build beautiful, high-converting landing pages, sign-up forms, and other conversion assets.

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Related categories

Forms & Surveys

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CosmoLex + Leadpages

Create new CosmoLex contacts from Leadpages form submissions

New Form Submission

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 Contact

New Invoice

New Matter

New Timecard

New Soft Cost

Create Event

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