Recover up to $500/month in unbilled COI processing fees and cut request handling time by 70%.
~2 hrs
Saved / wk
Easy
Setup
No AI
AI
When a client submits a certificate of insurance (COI) request through a Cognito Forms online form, Make logs it in Notion and triggers a QuickBooks Online invoice for any applicable processing fee. You get paid for admin work you used to do for free.
~2 hrs
Saved / Week
Easy to set up
Setup Complexity
No AI involved
AI Status
Step 1: Build a Cognito Forms form with fields for client name, policy number, certificate holder details, and email
Step 2: Connect Cognito Forms to Make and set the trigger to 'New Form Submission'
Step 3: Add a Make action to create a new row in your Notion COI request log
Step 4: Add a second Make action to create a QuickBooks Online invoice for your standard COI processing fee, sent to the client email from the form
Step 5: Publish the form link on your client portal or website
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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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