When a new policy is marked as bound in your system, this workflow automatically creates a premium invoice in QuickBooks Online and logs the billing details in a Notion database. You stop manually entering policy data into two systems every time a deal closes.
Connect your policy intake form (Cognito Forms) to Make
Set the trigger to fire when a form submission includes 'Policy Status = Bound'
Map policy number, premium amount, and client name to QuickBooks Online invoice fields
Add a second action in Make to create a new row in your Notion billing tracker
Test with a sample policy submission and confirm invoice appears in QuickBooks Online
Create a free account to get the steps written out for your tools, click by click.
Create a free accountStop spending time on manual invoice creation and get polished invoices to clients the same day.
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