Save 4 hours/week on manual invoice creation and get premium invoices to clients same-day.
~4 hrs
Saved / wk
Medium
Setup
No AI
AI
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.
~4 hrs
Saved / Week
Some setup required
Setup Complexity
No AI involved
AI Status
Step 1: Connect your policy intake form (Cognito Forms) to Make
Step 2: Set the trigger to fire when a form submission includes 'Policy Status = Bound'
Step 3: Map policy number, premium amount, and client name to QuickBooks Online invoice fields
Step 4: Add a second action in Make to create a new row in your Notion billing tracker
Step 5: Test with a sample policy submission and confirm invoice appears in QuickBooks Online
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See PlansCognito Forms is an online form builder that lets you create anything from simple contact forms to complex multi-page workflows with conditional logic, calculations, and payment collection — all without writing code. You drag and drop fields, set up rules for which sections appear based on answers, and embed the form on your website. The platform handles payment processing through Stripe, Square, or PayPal right inside your forms. Repeating sections let respondents add multiple items dynamically. Free tier includes unlimited forms with 500 entries/month. Paid plans start at $15/month.
Notion is an all-in-one workspace where your team can write notes, track projects, build databases, and share knowledge — all in one place. Instead of juggling separate apps for documents, project boards, and wikis, Notion puts everything under one roof. Over 100 million people use it, from solo freelancers to large companies. The free plan is generous. You get unlimited pages, a calendar, email, basic forms, and databases at no cost. When your team grows, the Plus plan starts at $10 per member per month and adds collaboration features. Notion also includes built-in AI that can search across your workspace, write drafts, summarize long documents, and fill in database fields automatically — saving you hours of manual work each week. Where Notion really shines is flexibility. You can mold it into almost anything: a CRM, a content calendar, a hiring tracker, or an internal wiki. It connects with about 197 other apps, including two-way syncing with tools like Jira, GitHub, and Asana. If your business needs one hub to organize everything, Notion is a strong contender.
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