Get signed fee agreements 100% of the time and save 2 hours/week on manual follow-up.
~2 hrs
Saved / wk
Easy
Setup
No AI
AI
When you add a new client to your system, this workflow automatically sends them a fee agreement form (a document outlining your billing terms) through Cognito Forms. Once they sign and submit it, the workflow saves the signed copy to Notion and creates a billing record in QuickBooks Online. No signed agreement means no work starts — and this makes sure nothing slips through.
~2 hrs
Saved / Week
Easy to set up
Setup Complexity
No AI involved
AI Status
Step 1: Build your fee agreement as a form in Cognito Forms with e-signature enabled
Step 2: Connect Cognito Forms to Make and set the trigger to fire on new form submission
Step 3: Save the completed form as a PDF to a client folder in Notion
Step 4: Create a new customer record in QuickBooks Online using the client details from the form
Step 5: Send a confirmation email to the client with their signed copy attached
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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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