CosmoLex and Salesflare
How to connect CosmoLex
- Via Zapier — 16 operations available. Set it up ↗
What you can automate
- When new Contact in CosmoLex, find or create contact in Salesflare.
- When new Invoice in CosmoLex, create opportunity, then find or create contact in Salesflare.
- When new Invoice Payment in CosmoLex, create opportunity, then find or create contact in Salesflare.
- When new Note in CosmoLex, create internal note in Salesflare.
- When new Task in CosmoLex, create task in Salesflare.
- When new Task in Salesflare, create Task in CosmoLex.
About CosmoLex
CosmoLex is a legal practice management solution with robust matter management, billing, accounting, firm analytics and reporting.
CosmoLex operations on Zapier
Triggers (9)
Start a workflow when this happens
- New Contact — Triggers when a new contact is created in the firm.
- New Event — Triggers when a new event is created in the firm.
- New Invoice — Triggers when a new invoice is created in the firm.
- New Invoice Payment — Triggers when a new invoice payment is received by the firm.
- New Matter — Triggers when a new matter is created in the firm.
Show 4 more triggers
- New Note — Triggers when a new note is created in the firm.
- New Soft Cost — Triggers when a new SoftCost is created in the firm.
- New Task — Triggers when a new task is created in the firm.
- New Timecard — Triggers when a new timecard is created in the firm.
Actions (7)
Things Salesflare can make it do
- Create Contact — Creates a new contact.
- Create Event — Creates a new Event.
- Create Matter — Creates a new matter.
- Create Note — Creates a new note.
- Create Soft Cost — Creates a new soft cost.
Show 2 more actions
- Create Task — Creates a new task.
- Create Timecard — Creates a new timecard.
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