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.
Grab a 15-minute chat. We don't sell software, so we have no stake in which one you use.
Run this in your main platform instead? Check how it connects first: its API, native apps, Zapier or Make, and the plan each one needs.
Open the Integration CheckerWe build the missing piece next to the software you already run.
Get it built