CosmoLex Integrations

Name: Zapier
Availability: InStock

Put CosmoLex to work with AI and enterprise-grade automation

Automate smarter with CosmoLex and scale with confidence. Zapier is built for enterprise-grade security, compliance, and performance.

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No-code AI automation
Full audit trails and controls
SOC 2 and GDPR compliant
Easy visual workflow builder
8,000+ apps, 450+ AI tools
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Or pick an app to pair with

PEX

Payment Processing

Cognito Forms

Forms & Surveys

Microsoft Outlook

Calendar, Email, Microsoft

Notion

Task Management

Lawmatics

Marketing Automation

Divorcepath

Documents

Slack

Team Chat

WPForms

Forms & Surveys, WordPress

Egnyte

File Management & Storage

PEX

Payment Processing

Cognito Forms

Forms & Surveys

Microsoft Outlook

Calendar, Email, Microsoft

Notion

Task Management

Lawmatics

Marketing Automation

Divorcepath

Documents

PEX

Payment Processing

Cognito Forms

Forms & Surveys

Microsoft Outlook

Calendar, Email, Microsoft

Notion

Task Management

Lawmatics

Marketing Automation

Divorcepath

Documents

Slack

Team Chat

WPForms

Forms & Surveys, WordPress

Egnyte

File Management & Storage

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Launch your first automated workflow

Create database items in Notion for new matters in CosmoLex
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CosmoLex + Notion
Create Gmail labels for new CosmoLex matters
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CosmoLex + Gmail
Send Gmail emails to new CosmoLex contacts
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CosmoLex + Gmail
Create rows in Google Sheets from new timecards in CosmoLex
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CosmoLex + Google Sheets
Send SMS messages for new CosmoLex matters
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CosmoLex + SMS by Zapier
Create clients in CosmoLex from new contacts in Contacts+
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Contacts+ + CosmoLex

Create database items in Notion for new matters in CosmoLex

Details

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CosmoLex + Notion

Create Gmail labels for new CosmoLex matters

Details

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CosmoLex + Gmail

Send Gmail emails to new CosmoLex contacts

Details

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CosmoLex + Gmail

Create rows in Google Sheets from new timecards in CosmoLex

Details

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CosmoLex + Google Sheets

Send SMS messages for new CosmoLex matters

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CosmoLex + SMS by Zapier

Create clients in CosmoLex from new contacts in Contacts+

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Contacts+ + CosmoLex

Send Slack channel messages for new CosmoLex timecards

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CosmoLex + Slack

Create new CosmoLex contacts from Ninja Forms submissions

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Ninja Forms + CosmoLex

Create new CosmoLex contacts from Leadpages form submissions

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Leadpages + CosmoLex

Create new CosmoLex contacts from Formidable Forms entries

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Formidable Forms + CosmoLex

Create CosmoLex contacts from new Squarespace Forms form submissions

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Squarespace Forms + CosmoLex

Create CosmoLex contacts from new VideoAsk responses

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VideoAsk + CosmoLex

Send Slack channel messages for new CosmoLex timecards
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CosmoLex + Slack
Create new CosmoLex contacts from Ninja Forms submissions
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Ninja Forms + CosmoLex
Create new CosmoLex contacts from Leadpages form submissions
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Leadpages + CosmoLex
Create new CosmoLex contacts from Formidable Forms entries
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Formidable Forms + CosmoLex
Create CosmoLex contacts from new Squarespace Forms form submissions
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Squarespace Forms + CosmoLex
Create CosmoLex contacts from new VideoAsk responses
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VideoAsk + CosmoLex

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.
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
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- 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
- Subject
  Required
- Note
  Required
- Matter File #
- Note Date
- Billing Type
Action
Write

- Task name
  Required
- 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

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 Name
  Required
- 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 Name
  Required
- Client Name
  Required
- 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

CosmoLex Help & Support

Common questions

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About CosmoLex

CosmoLex is a legal practice management solution with robust matter management, billing, accounting, firm analytics and reporting.

HelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

CosmoLex Integrations

Put CosmoLex to work with AI and enterprise-grade automation

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Launch your first automated workflow

Create database items in Notion for new matters in CosmoLex

Create Gmail labels for new CosmoLex matters

Send Gmail emails to new CosmoLex contacts

Create rows in Google Sheets from new timecards in CosmoLex

Send SMS messages for new CosmoLex matters

Create clients in CosmoLex from new contacts in Contacts+

Create database items in Notion for new matters in CosmoLex

Create Gmail labels for new CosmoLex matters

Send Gmail emails to new CosmoLex contacts

Create rows in Google Sheets from new timecards in CosmoLex

Send SMS messages for new CosmoLex matters

Create clients in CosmoLex from new contacts in Contacts+

Send Slack channel messages for new CosmoLex timecards

Create new CosmoLex contacts from Ninja Forms submissions

Create new CosmoLex contacts from Leadpages form submissions

Create new CosmoLex contacts from Formidable Forms entries

Create CosmoLex contacts from new Squarespace Forms form submissions

Create CosmoLex contacts from new VideoAsk responses

Send Slack channel messages for new CosmoLex timecards

Create new CosmoLex contacts from Ninja Forms submissions

Create new CosmoLex contacts from Leadpages form submissions

Create new CosmoLex contacts from Formidable Forms entries

Create CosmoLex contacts from new Squarespace Forms form submissions

Create CosmoLex contacts from new VideoAsk responses

Supported triggers and actions