Build dedicated customer folders for new deals
When a deal reaches a new stage in CosmoLex, automatically create a dedicated folder in IntelligenceBank to organize contracts, briefs, and client collateral.
See all CosmoLex + IntelligenceBank 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 →
TriggersFires when a case or matter is opened or updated in CosmoLex.
Fires when a new client lead is added in CosmoLex.
Fires when a client invoice is issued in CosmoLex.
Opens a new case or matter in CosmoLex.
Adds a client, company or contact in CosmoLex.
Logs billable time against a matter in CosmoLex.
IntelligenceBank Explore IntelligenceBank →
TriggersFires when a new file is uploaded to IntelligenceBank.
Fires when a file in IntelligenceBank is shared with someone new.
Fires when a folder's contents change in IntelligenceBank.
Uploads a file to IntelligenceBank.
Creates a new folder in IntelligenceBank.
Shares a file from IntelligenceBank with a link or user.
More CosmoLex + IntelligenceBank workflows
Log client file updates directly to pipeline activities
When a client uploads a new document in IntelligenceBank, automatically log an activity note on the matching account in CosmoLex so account managers stay informed.
See details
Store signed proposals when deals are won
When a sales representative marks a deal won in CosmoLex, automatically share the corresponding onboarding folder in IntelligenceBank with the customer success team.
See details
See all CosmoLex + IntelligenceBank integrations → · Browse the full workflow library →
Common questions
Can Knit build “Build dedicated customer folders for new deals” between CosmoLex and IntelligenceBank?
Yes — describe it in the box above and Knit's Integrations Agent researches CosmoLex and IntelligenceBank'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 integrating IntelligenceBank with CosmoLex streamline our sales process?
It automatically creates shared folders and attaches important proposals or assets in IntelligenceBank directly to deal records in CosmoLex, saving reps time and keeping files organized.
Can changes in customer details in CosmoLex update our file storage in IntelligenceBank?
Yes, when deal stages change or leads are created in CosmoLex, project folders can be created or updated automatically in IntelligenceBank.