A membership sign-up that onboards itself.
TALLY· BILLIT· MICROSOFT 365· ASANA
Every new member of a community for entrepreneurs enrolled through an online form, but everything after that was manual: raise the invoice, send the calendar invite, log them in the CRM, open the follow-up tasks. Four systems, touched by hand, every single time.
A Make.com scenario that fires the moment someone signs the Tally enrollment form: an invoice goes out via Billit, a calendar invite and welcome mail through Microsoft 365, their details land in the CRM, and Asana opens the right follow-up tasks, automatically.
A new member signs one form. Four systems update themselves. No one on the team touches an invoice, a calendar, or a CRM entry to make it happen.
Sign-up to fully onboarded: invoice, calendar, CRM, tasks, without anyone lifting a finger after the form is signed.
Almost an hour per new sign-up, now down to seconds. And no mistakes made.