When a customer fills out a Cognito Forms order form (an online form builder), this workflow grabs their details and sends them a PayPal Business invoice automatically. You get paid faster without writing a single invoice by hand.
Build your order or quote request form in Cognito Forms
Connect Cognito Forms to Make using a webhook (a real-time data connection)
Map form fields — customer name, email, service, and amount — to PayPal invoice fields
Set Make to call the PayPal API (the connection that lets software talk to PayPal) and create a draft invoice
Add a step to send the invoice to the customer's email automatically
Test with a sample form submission and confirm the invoice arrives
Create a free account to get the steps written out for your tools, click by click.
Create a free accountSend invoices right after every order and spend far less time on invoicing each week.
Grab a 15-minute chat. We don't sell software, so we have no stake in which one you use.
Run this in your main platform instead? Check how it connects first: its API, native apps, Zapier or Make, and the plan each one needs.
Open the Integration CheckerWe build the missing piece next to the software you already run.
Get it built
