Contacts+ integration with CosmoLex
How to Create clients in CosmoLex from new contacts in Contacts+
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Create clients in CosmoLex from new contacts in Contacts+" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate CosmoLex integrations
CosmoLex actions
Nekton can use any feature that is available in CosmoLex API.
Using our advanced AI, you can easily create custom automations for CosmoLex.
Here are some typical actions you can do in your automated workflows.
Create Event
Creates a new Event.
Create Note
Creates a new note.
Create Task
Creates a new task.
Create Contact
Creates a new contact.
Create Matter
Creates a new matter.
Create Soft Cost
Creates a new soft cost.
About CosmoLex
CosmoLex is law practice management software with built-in accounting, timekeeping, invoicing, document/email management, and matter workflows.