How to use Make (formerly Integromat) to Automate Client Onboarding (Part 2)

Описание: 🔗 Want to try Make (formerly Integromat)? Use our affiliate link to receive 1 month of the Pro Plan with 10,000 operations for FREE: https://processdriven.co/make?utm_sou...

Looking to automate your client onboarding process? In this video, ClickUp course creator Layla at ProcessDriven will demo how to use Integromat to automate client onboarding, proposals, contracts, and invoicing.

By combining Cognito Forms, Quickbooks, ClickUp, and Gmail Modules inside Integromat scenarios, we're able to build an automated customer onboarding experience.

(If you're looking to leave Dubsado and want to replicate its 3-in-1 functionality elsewhere - this video is for you!)

What we'll cover:
00:00 - Introduction - Building a Client Onboarding Process Flow Chart Using Integromat
00:40 - Mapping out your Workflow using Miro
02:02 - Connecting Integromat with Cognito Forms, QuickBooks, ClickUp, and Gmail
02:49 - First step: Building out a form using Cognito Forms
04:17 - Connecting Cognito Forms and Integromat
05:44 - Creating an invoice using QuickBooks and Integromat
08:47 - Sending an invoice using QuickBooks and Integromat
10:27 - Creating a Task in ClickUp using Integromat
13:19 - Sending an automated email using Gmail and Integromat
15:09 - Testing your newly built Integromat Scenario

🤝 Disclaimer: This video was produced as a part of a paid sponsorship collaboration with Make (formerly, Integromat). Let's all say a giant, "Thank you!" for their help in supporting this channel!

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