Schedule sales calls for newly qualified leads

When a deal stage changes in CosmoLex, automatically create a booking in Setmore Appointments to block off time for a demonstration.

Try:

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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.

Setmore Appointments Explore Setmore Appointments →

Triggers

New booking made

Fires when a new booking or appointment is made in Setmore Appointments.

Booking rescheduled or canceled

Fires when a booking in Setmore Appointments is changed or canceled.

New customer

Fires when a new customer books for the first time in Setmore Appointments.

Actions

Create a booking

Creates a new booking or appointment in Setmore Appointments.

Cancel or reschedule a booking

Cancels or moves a booking in Setmore Appointments.

Create or update a customer

Creates or updates a customer record in Setmore Appointments.

Add the booking to a calendar

Adds a booking from Setmore Appointments to a connected calendar.

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.

Create CRM contacts from new bookings When a customer makes a new booking in Setmore Appointments, automatically create or update their contact record in CosmoLex. See details

Log booking cancellations directly in CRM When a booking is rescheduled or canceled in Setmore Appointments, automatically update the deal stage or log an activity in CosmoLex. See details

See all Setmore Appointments + CosmoLex integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Schedule sales calls for newly qualified leads” between Setmore Appointments and CosmoLex?

Yes — describe it in the box above and Knit's Integrations Agent researches Setmore Appointments and CosmoLex'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 do CosmoLex and Setmore Appointments keep contact information synchronized?

When a new appointment is booked in Setmore Appointments, customer details automatically sync to create or update lead records inside CosmoLex.

Can booking changes automatically update my pipeline in CosmoLex?

Yes, when meetings are booked or updated in Setmore Appointments, relevant deal stages or activity logs in CosmoLex update instantly.