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Connect CosmoLex to Paths by Zapier and automate any workflow

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2. Choose an Action
The event an automation performs after it's triggered
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Zapier makes it easy to integrate CosmoLex with Paths by Zapier - no code necessary. See how you can get setup in minutes.

Select a trigger from CosmoLex

A trigger is an event that starts your Zap and runs the workflow. For example, with CosmoLex, a trigger could be "New Contact."
A trigger is the event that kicks off your automated workflow.

Setup an action from Paths by Zapier

An action is what takes place after the automation is triggered. For example, with Paths by Zapier, the action could be "Conditionally run...."
An action is the event that your automated workflow performs when triggered.

That’s it! You just connected CosmoLex to Paths by Zapier

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Triggers and actions are the main components of every automated workflow.

Connect CosmoLex and Paths by Zapier 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.

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Choose a Trigger
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Choose an Action

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.

  • 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

Automate Paths by Zapier: get inspired on the Zapier blog

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About CosmoLex
CosmoLex is a legal practice management solution with robust matter management, billing, accounting, firm analytics and reporting.
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Related categories
  • CRM (Customer Relationship Management)
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    About Paths by Zapier
    Conditional logic for your Zapier workflows. Paths let your apps take different actions based on conditions you choose.
    Related categories

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