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CosmoLex + Microsoft Outlook

Create new Microsoft Outlook events from newly added CosmoLex tasks

When a new task pops up in CosmoLex, let this workflow do the extra work for you. It will promptly create a corresponding event in your Microsoft Outlook, keeping you organized. This eases your scheduling process and ensures you stay abreast with all your tasks without manually transferring details between platforms.

When a new task pops up in CosmoLex, let this workflow do the extra work for you. It will promptly create a corresponding event in your Microsoft Outlook, keeping you organized. This eases your scheduling process and ensures you stay abreast with all your tasks without manually transferring details between platforms.

  1. When this happens...
    CosmoLexCosmoLex
    New Task

    Triggers when a new task is created in the firm.

    TriggerInstant
  2. automatically do this!
    Microsoft OutlookMicrosoft Outlook
    Create Event

    Create an event in the calendar of your choice.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • CosmoLex triggers, actions, and search

    New Contact

    Triggers when a new contact is created in the firm.

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

    New Invoice

    Triggers when a new invoice is created in the firm.

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

    New Matter

    Triggers when a new matter is created in the firm.

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

    New Timecard

    Triggers when a new timecard is created in the firm.

    Trigger
    Instant
    Try It
  • 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
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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)

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