In Review. This integration is being evaluated. Availability has not been announced. View integration status.
Integration approach
Assess approved API/integration or accounting reports; isolate operating versus client-trust records.Access and approval
Accounting access requires vendor confirmation; approval ETA ND. Documentation availability: Public CRM write API only; accounting-read API not confirmed. ND means the source catalog does not disclose an approval estimate.Data reference
Open a resource to review its field definitions. Available fields depend on the connected product, account permissions, and source data.Coverage conditions
Provider documentation
- support.cosmolex.com/articles/accounting
- kb.cosmolex.com/crm/integrations/other/the-legal-crm-api-guide.htm