CosmoLex + Notion

Create database items in Notion for new matters in CosmoLex

Manage your legal matters and database seamlessly with this workflow. As soon as a new matter is added in CosmoLex, an item representing that matter is created in your Notion database. This simplifies your task of manually transferring information, ensuring consistency and accuracy in your case management process. Improve your productivity and stay organized with this efficient automation.

When this happens...
New Matter
Triggers when a new matter is created in the firm.
TriggerInstant
automatically do this!
Create Database Item
Creates an item in a database.
ActionWrite

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Supported triggers and actions

New Contact
Triggers when a new contact is created in the firm.
Trigger
Instant
Try It
New Invoice
Triggers when a new invoice is created in the firm.
Trigger
Instant
Try It
New Matter
Triggers when a new matter is created in the firm.
Trigger
Instant
Try It
New Timecard
Triggers when a new timecard is created in the firm.
Trigger
Instant
Try It
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
- DatabaseRequired
- Filter by Creation Time
Trigger
Polling
Try It
- DatabaseRequired
Trigger
Polling
Try It
- PageRequired
- Block TypeRequired
- Content
- Programming Language
- Checked
- Icon (Emoji)
Action
Write
- PageRequired
- CommentRequired
Action
Write
- Parent PageRequired
- Title
- Content
- Icon
- Cover
Action
Write
- PageRequired
- ContentRequired
- Content Format
Action
Write
- DatabaseRequired
- ItemRequired
- Content
- Content Format
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
Retrieve a Page
This action retrieves a specific page from Notion using its ID. The page id can be a normal page or a database item.
Action
Write
- PageRequired
Action
Search
- Block IDRequired
- Page Size
- Start Cursor
Action
Search
- Page or Database Item IDRequired
Action
Search
- PageRequired
- PropertyRequired
Action
Search
- UserRequired
Action
Search

New Event
Triggers when a new event is created in the firm.
Trigger
Instant
Try It
New Invoice Payment
Triggers when a new invoice payment is received by the firm.
Trigger
Instant
Try It
New Note
Triggers when a new note is created in the firm.
Trigger
Instant
Try It
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
- Page
Trigger
Instant
Try It
- Page IdRequired
Trigger
Polling
Try It
- DatabaseRequired
- ItemRequired
Action
Write
- DatabaseRequired
- Content
- Content Format
Action
Write
- Page IDRequired
- New Parent IDRequired
- New Parent Type
Action
Write
- Item IDRequired
Action
Write
- Database IDRequired
- Database Title
- Database Description
- Icon (Emoji)
- Property Updates (JSON)
Action
Write
Retrieve Database
This action retrieves a database in Notion using the ID of the database.
Action
Write
- Block IdRequired
Action
Search
- DatabaseRequired
Action
Search
- Page IDRequired
Action
Search
- TitleRequired
- Exact MatchRequired
Action
Search
- Database IDRequired
- Advanced Query (JSON)
Action
Search
- DatabaseRequired
- Content
- Content Format
Action
Search or write

About CosmoLex

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

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

About Notion

A new tool that blends your everyday work apps into one. It's the all-in-one workspace for you and your team.

Learn more

Related categories

Task Management

Related Zap Templates

Create new CosmoLex events from new Notion database items

Related Zap Templates

Create new CosmoLex events from new Notion database items

CosmoLex + Notion

Create database items in Notion for new matters in CosmoLex

New Contact

New Invoice

New Matter

New Timecard

New Soft Cost

Create Event

Create Note

Create Task

New Database Item

Updated Database Item

Add Block to Page

Add Comment

Create Page

Add Content to Page

Update Database Item

API Request (Beta)

Retrieve a Page

Get Page Comments

Get Block Children

Get Page or Database Item by ID

Get Page Property

Get User Details

New Event

New Invoice Payment

New Note

New Task

Create Contact

Create Matter

Create Soft Cost

Create Timecard

New Comment

Updated Page

Archive Database Item

Create Database Item

Move Page

Restore Database Item

Update Database Schema

Retrieve Database

Retrieve Block Children

Find Database Items

Get Page and Children

Find Page (By Title)

Query Database (Advanced)

Find or Create Database Item

About CosmoLex

Related categories

Similar apps

Zapier Interfaces

About Notion

Related categories

Related Zap Templates

Related Zap Templates