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

🔗 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! [ FREE RESOURCES ] 👉 Grab the Task Plunger to help your delegation process: https://processdriven.co/task-plunger... 👉 Get a FREE operations audit to measure how systemized your team is with a Systemization Snapshot™: https://processdriven.co/snapshot?utm... 👉 Watch my FREE training here to understand #ProcessDriven framework for systemizing business: https://processdriven.co/blueprint?ut... 👉 Subscribe to get new content, freebies, and tips directly in your inbox: https://processdriven.co/email?utm_so... 👉 Want to steal our gear/setup/software stack? https://processdriven.co/gear?utm_sou... [ WORK WITH ME ] 🔥 Want to get your systems & processes in order? Join my signature program, ProcessDriven Foundations™ at: https://processdriven.co/services/pf/... 🔥 Learn SmartSuite basics with my beginner course: https://processdriven.co/services/sma... 🔥 Learn ClickUp basics with my beginner course: https://processdriven.co/services/min... / / / / AFFILIATE DISCLAIMER / / / / Affiliate Disclaimer: This post may contain affiliate links or sponsored content for which we may receive compensation. For details, visit https://processdriven.co/terms?utm_so...