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Fintech Automation Blog

Exporting Workflows from Wealthbox Sep 27, 2021

From time to time you may need to export an overview of your existing workflows from Wealthbox. Fortunately, this is easy to do:

1. Click here to log into your Wealthbox CRM account

2. Once you're logged in, click here to access the Workflow Templates Menu

3. Click the name of the workflow...

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Common Zaps for Financial Professionals general automation web-based apps Sep 08, 2021

by Mark Anthony Figueroa

 

Introduction

In the previous posts, we went into Zapier, connected our applications and created our first Zap. The goal was to get you familiar with creating a simple zap using a simple form. This should enable you to see what Zapier is capable of, how it...

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Our First Zap general automation web-based apps Aug 25, 2021

by Mark Anthony Figueroa

Introduction

In the previous post, we went into Zapier and connected our applications. During this post, we will create our first Zap. The goal of this Zap is simply to create a Household contact record in Wealthbox using our Calendly meetings. Our Zap will include...

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Zapier Setup web-based apps Aug 11, 2021

by Mark Anthony Figueroa

 

Introduction

In the previous post, we touched on automation tools, dos, don’ts and other considerations. Before reading this post on Zapier, we recommend you familiarize yourself with the do’s and don’ts mentioned in the last post.

If you...

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Introduction to Web-Based Automation general automation Aug 11, 2021

by Mark Anthony Figueroa

 

Introduction

In the past few posts, we’ve covered:

  1. What this blog series is about: Getting started with simple, cost-effective web-based tools and automation to save time performing administrative tasks.
  2. Process and Workflows
  3. Process...
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Quality of Life Tips for Gmail email Jul 14, 2021

by Mark Anthony Figueroa

 

Introduction

In this post we will cover setting up email templates that include external links. We will also cover configuring email forwarding and other efficiency tips. Our choice application is Gmail, but we will include relevant information for other email...

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JotForm Summary (And Other Fun Things) forms Jun 23, 2021

by Mark Anthony Figueroa

 

Introduction

Last week we covered integrating your jotform. This week, just to wrap everything up, we will explore some fun and creative uses for responsive forms in a bit more detail. If you haven’t been following along so far, this may not be the best post...

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Integrating a JotForm with Other Apps forms Jun 09, 2021

by Mark Anthony Figueroa

Introduction

In this post we will cover integrating a form with other applications. Integration is the act of adding/connecting two or more items together. Whether we realize it or not, a plethora of items in our daily lives are the result of integration. Pants with...
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Creating a JotForm - Part 2 forms May 26, 2021

by Mark Anthony Figueroa

 

Introduction

 
In the last post, we laid the foundation for our sample form. We now have a viable rough draft that the team has agreed on. This post will cover the process of implementing your approved outline in JotForm. Again, your form does not have to be...
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Creating a JotForm - Part 1 forms May 12, 2021

by Mark Anthony Figueroa

 

Introduction

 

In the previous post we covered form building applications with a focus on our favorite, JotForm. This post, and the following three, will dive into setting up and using JotForm. If you are joining us for the first time, we covered processes...
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Form Builders forms software review Apr 28, 2021

by Mark Anthony Figueroa

 

Introduction

 

Form builders can be extremely useful for data-gathering. Whether you use Google Forms, Microsoft Forms, an internal website form, Precise FP, JotForm, or some other tool, the process of building a form is similar across each form-building...

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The Well-Rested Perk work-life balance Apr 14, 2021

by Mark Anthony Figueroa

 

Introduction

 

In our previous post, we talked about schedulers. We mentioned why they are useful. We linked scheduler application types. We also went through setting up Calendly (at a very high level). In this post we are going to talk about the best...

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