Assign identity security roles when deals are won
When a deal is marked won in CosmoLex, automatically assign enhanced product or portal access roles to the client in Realaml.
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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.
Realaml Explore Realaml →
TriggersFires when a new user account is created in Realaml.
Fires when a new security or access event is logged in Realaml.
Fires when a scan, verification or risk check finishes in Realaml.
Creates a new user account in Realaml.
Deactivates a user's access in Realaml.
Runs a verification, fraud or risk check on a record in Realaml.
More CosmoLex + Realaml workflows
Provision CRM access for new identity users
When a new user is created in Realaml, automatically create or update a corresponding team contact in CosmoLex with appropriate permissions.
See details
Log security events as CRM activity
When a security event is detected for an account in Realaml, automatically log an activity in CosmoLex so account managers are aware of potential security alerts.
See details
See all CosmoLex + Realaml integrations → · Browse the full workflow library →
Common questions
Can Knit build “Assign identity security roles when deals are won” between CosmoLex and Realaml?
Yes — describe it in the box above and Knit's Integrations Agent researches CosmoLex and Realaml'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 Realaml and CosmoLex improve sales team onboarding?
When a new employee account is provisioned in Realaml, CosmoLex can automatically create or update the user contact profile and grant CRM access permissions.
Can identity security events alter CRM access?
Yes, if a security event occurs or a user is deactivated in Realaml, their CRM permissions in CosmoLex can be revoked immediately to protect sensitive client data.