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Fintech Automation Blog

How to Override Your Availability in Calendly blog calendly fintech new feature scheduling web-based apps Feb 21, 2024

By Anthony Schorling


Introduction

Did you know that you can override your previously-set availability in Calendly?

For many, this might be a feature in which they've overlooked. When it was first added to Calendly, they dubbed this feature "date overrides", but in recent months, have given...

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Zapier's Overhaul to Plans & Tasks blog fintech general automation new feature web-based apps zapier Jan 17, 2024

By Anthony Schorling


Introduction

Our trusty online automation platform, Zapier, just dropped an update that is bound to make their users' lives much easier!

This quality-of-life update is less about the functionality of Zapier itself, and more about how the app processes task/zap...

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Sphynx Automation's Subscription-Style Ongoing Maintenance Updates for 2024 blog general automation new feature sphynx offerings Jan 10, 2024

By Anthony Schorling


Introduction

Early last year, we unveiled our new "subscription-style" ongoing maintenance service. This service has allowed our clients to utilize the annual amount of hours included in their plan in a variety of ways, such as for one-on-one coaching,...

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Comparing 4 Popular AI Notetakers ai blog fintech integrations notetaking software review video conferencing web-based apps zoom Nov 17, 2023

By Anthony Schorling


Introduction

Thanks to the COVID-19 pandemic, the world has seen a sharp spike in virtual meetings that has since continued into the post-pandemic era. With the world embracing technology for its meetings, additional perks have revealed themselves along with...

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Process Street's Updated Zapier Integration blog general automation integrations new feature process street web-based apps zapier Oct 04, 2023

By Anthony Schorling


Introduction 

Process Street has been an extremely reliable workflow management software for a number of years, and their integration with Zapier has allowed users to take advantage of automation for seamless data transfer and workflow editing.

...

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PreciseFP and RightCapital Partner-Up for a New Integration! blog financial advisors fintech forms integrations new feature precisefp rightcapital Aug 23, 2023

By Anthony Schorling


Introduction

One of PreciseFP's best features has been their direct integration with eMoney, which allows users to automatically pass data to and from each app to do things like prefill forms and import client data. Now, PreciseFP has teamed up with RightCapital to...

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Double-up on your Jotform Security with Encrypted Forms 2.0! blog forms jotform new feature security web-based apps Aug 02, 2023

By Anthony Schorling


Introduction

Jotform is one of our favorite form builders for a variety of reasons, and one of the biggest reasons is its security. As a business that works with a large number of financial advisors, our clients have a lot of sensitive information that needs...

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An Overview of Sphynx Automation's Custom Wealthbox-Zapier Integration blog fintech general automation integrations sphynx offerings wealthbox web-based apps zapier Jun 28, 2023

By Anthony Schorling


Introduction

Zapier is a fantastic tool for connecting your tech stack together, and we use it here at Sphynx to build out any and all automations that we or our clients need. As a team of automation experts who work primarily with financial planners, one of...

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Now in Beta: Zoom Scheduler! blog scheduling video conferencing zoom Jun 14, 2023

By Anthony Schorling


Introduction

If you've read our blog posts before, chances are you've seen us talk about the importance of scheduling systems. Schedulers allow clients to book on their own time with businesses, so they don't have to pick up the phone and talk to a representative in...

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Dynamic Due Dates in Process Street blog new feature process process street web-based apps workflows May 24, 2023

By Anthony Schorling


Introduction

We've got a quickie for you today! Process Street has dropped a small, efficiency-boosting feature: dynamic due dates for workflow runs.

Dynamic due dates allow for more granular control over when your workflows are set to be completed. In addition to...

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Calendly Routing: Expanded! blog calendly forms new feature process scheduling web-based apps Apr 26, 2023

By Anthony Schorling


Introduction

As you might remember, Calendly introduced Routing Forms in May of 2022 - a new way to filter and pre-qualify leads before actually meeting with them. Now less than a year later, they've expanded Routing Forms to "Calendly Routing", which allows you to...

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New Wealthbox Workflow Updates! blog new feature process wealthbox web-based apps workflows Apr 05, 2023

By Anthony Schorling


Introduction

Wealthbox have recently unveiled a couple new updates to their "Workflows" feature! This includes their new workflow template library, as well as the ability to assign workflow steps to specific teams.

With Wealthbox's new workflow template library, the...

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