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Choose a Trigger

Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Post-Call Summary" from Openmic.

Add your action

An action happens after the trigger—such as "Create Contact" in CosmoLex.

You’re connected!

Zapier seamlessly connects Openmic and CosmoLex, automating your workflow.

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.

- Select your bot
  Required
Trigger
Instant
Try It
- Agent UID
  Required
Action
Search
- Limit
- Bot Name Filter
- Created After
- Created Before
Action
Search
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
- 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

- From Number (E.164 format)
  Required
- To Number (E.164 format)
  Required
- Override Agent ID
- Customer ID
- Dynamic Variables
- Callback URL
Action
Write
- Call Uid
  Required
Action
Search
- Limit
- Customer Id
- From Number (E.164)
- To Number (E.164)
- Bot Id
- From Date
- To Date
- Call Status Filter
- Call Type Filter
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 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

For AI agents & developers

Use Openmic and CosmoLex with AI agents and code

Beyond Zap workflows. Call Openmic and CosmoLex actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.

No code

Connect via Zapier MCP

Expose Openmic and CosmoLex actions as tools in any MCP client. Authenticate once, then call them in natural language.

Example actions on this page

Create a Phone Call
Create Contact

Works with

Claude · ChatGPT · Cursor · any MCP-compatible client

Connect Zapier MCP

Typescript

Call from code with the Zapier SDK

Trigger Openmic and CosmoLex actions from backend services, scripts, or agent code.

Install

# TypeScript / Node
npm install @zapier/zapier-sdk

Run an action

import { createZapierSdk } from '@zapier/zapier-sdk';

const zapier = createZapierSdk();
await zapier.runAction({ /* openmic / cosmolex action */ });

Run the SDK docs

There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.

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Customers who say using Zapier has made them better at their job

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Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect Openmic and CosmoLex 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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Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

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Make work flow with AI

Level up your Openmic to CosmoLex integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Openmic

Openmic is a platform for building realistic, scalable AI voice agents.

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Related categories

AI Assistants

About CosmoLex

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