Collect deposits 4 days faster per order and eliminate 2 hours/week of manual payment follow-up.
~2 hrs
Saved / wk
Easy
Setup
No AI
AI
When a customer submits a new order through your online form, this workflow sends them a deposit request automatically using Wise for international customers or your payment processor for domestic ones. You stop chasing down upfront payments before you start production.
~2 hrs
Saved / Week
Easy to set up
Setup Complexity
No AI involved
AI Status
Step 1: Build a new order intake form in Cognito Forms with fields for order details and customer contact info
Step 2: Connect Cognito Forms to Make as the trigger
Step 3: Set Make to automatically send a deposit payment link via Wise to the customer's email
Step 4: Add a step to log the new order and payment status in a Coda tracker
Step 5: Test with a sample order to confirm the deposit email arrives correctly
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