Log team discussions into CRM contact histories

When a new message is posted in GoTo Connect, automatically log the details as an activity against the contact record in CosmoLex.

Try:

See all CosmoLex + GoTo Connect integrations or talk to a human

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How Knit builds this workflow

The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.

CosmoLex Explore CosmoLex →

Triggers

Case added or updated

Fires when a case or matter is opened or updated in CosmoLex.

New lead

Fires when a new client lead is added in CosmoLex.

Invoice issued

Fires when a client invoice is issued in CosmoLex.

Actions

Create matter

Opens a new case or matter in CosmoLex.

Create contact

Adds a client, company or contact in CosmoLex.

Create time entry

Logs billable time against a matter in CosmoLex.

GoTo Connect Explore GoTo Connect →

Triggers

New message posted

Fires when a new message is posted to a channel in GoTo Connect.

New channel created

Fires when a new channel is created in GoTo Connect.

Mentioned in a message

Fires when your team or a keyword is mentioned in GoTo Connect.

New file shared

Fires when a new file is shared in GoTo Connect.

Actions

Send channel message

Posts a message to a channel in GoTo Connect.

Send direct message

Sends a direct message to a specific person in GoTo Connect.

Add reaction

Reacts to a message in GoTo Connect.

Invite user to channel

Adds a user to a channel in GoTo Connect.

Celebrate closed deals in team channels When a deal is marked as won in CosmoLex, automatically send a celebration message to your team channel in GoTo Connect. See details

Alert sales reps to new incoming leads When a new lead is created in CosmoLex, send a direct message in GoTo Connect to assign and notify the responsible salesperson. See details

See all CosmoLex + GoTo Connect integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Log team discussions into CRM contact histories” between CosmoLex and GoTo Connect?

Yes — describe it in the box above and Knit's Integrations Agent researches CosmoLex and GoTo Connect's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.

How long does it take to build?

Minutes to a first working version, not weeks — you test it against real data before it goes anywhere near production.

How does connecting GoTo Connect to CosmoLex help sales teams close deals faster?

Sales reps receive instant channel updates in GoTo Connect whenever high-value leads or deal status changes occur in CosmoLex, allowing rapid team collaboration.

Can chat conversations be tracked in customer profiles?

Yes, important conversations or messages posted in GoTo Connect can be automatically logged as activity notes in CosmoLex.