Cut invoice creation time from 20 minutes to under 2 minutes per job and deliver invoices within 5 minutes of work completion.
~3 hrs
Saved / wk
Medium
Setup
No AI
AI
When a client fills out your job completion form in Cognito Forms (an online form builder), Make pulls their responses and creates a matching invoice in QuickBooks Online instantly. No copy-pasting client details or service descriptions ever again.
~3 hrs
Saved / Week
Some setup required
Setup Complexity
No AI involved
AI Status
Step 1: Build a job completion form in Cognito Forms with fields for client name, address, services performed, and total hours
Step 2: Connect Cognito Forms to Make using a webhook (a real-time data connection between two apps)
Step 3: Connect QuickBooks Online to Make
Step 4: Map each Cognito Forms field to the matching QuickBooks invoice field
Step 5: Add a step to look up the existing client in QuickBooks or create a new one if they don't exist yet
Step 6: Set the invoice to send automatically or land in drafts for your review
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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.
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Visual workflow automation connecting 3,000+ business apps. Build multi-step automations with branching logic, data transformation, and error handling — all by dragging and dropping on a visual canvas. Formerly Integromat. Free: 1,000 credits/month. Core: $9/month. Pro: $16/month. SOC 2 and GDPR compliant.
