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.
Build a Cognito Forms form with fields for client name, policy number, certificate holder details, and email
Connect Cognito Forms to Make and set the trigger to 'New Form Submission'
Add a Make action to create a new row in your Notion COI request log
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
Publish the form link on your client portal or website
Create a free account to get the steps written out for your tools, click by click.
Create a free accountRecover unbilled COI processing fees and handle requests faster.
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