GET STARTED

Fintech Automation Blog

New from Jotform: Jotform Teams! blog forms jotform new feature process web-based apps Nov 23, 2022

By Anthony Schorling


Introduction

If you're a Jotform Enterprise user, then you've just been hit with arguably Jotform's best Enterprise update in the app's history.

Enter: Jotform Teams - a new feature built on a shared workspace for you and your team to seamlessly work on Jotform projects...

Continue Reading...
Zapier's Brand New Account Management Features blog general automation new feature zapier Nov 09, 2022

By Anthony Schorling


Introduction

Good news Zapier users - your favorite third-party API tool just added some great new features!

Their three newest features include the addition of subfolders, a new info-dense view for all your zaps, and a new team role called "Super Admin". Each of these...

Continue Reading...
Create Legally-Binding Documents with Jotform Sign! blog forms jotform new feature Oct 12, 2022

By Anthony Schorling


Introduction

If you're a Jotform user, you've probably either used, or at least been aware of, their existing signature capabilities for years.

*Cue the Billy Mays, "But wait, there's more!" infomercial line*

That's right, Jotform has expanded on their signature...

Continue Reading...
Workflow Editor Updates in Process Street that Will Make Your Life Easier blog new feature process web-based apps workflows Sep 28, 2022

By Anthony Schorling


Introduction

With autumn now in full swing, Process Street has released its final product update of the summer with an array of workflow editor updates! Let's take a quick tour through these updates and give you the rundown of what users are now able to do within the...

Continue Reading...
Announcing: Our Automated Custodial Paperwork Packet! blog financial advisors fintech forms new feature Sep 14, 2022

By Anthony Schorling


Introduction

Financial advisors - boy do we have the treat for you!

We're happy to introduce our new Automated Custodial Paperwork Packet! This is sure to save both you and your clients time when it comes to filling out all that dreaded paperwork by drastically reducing...

Continue Reading...
5 New Jotform Widgets that You Can Add to Your Forms blog forms jotform new feature Aug 24, 2022

By Anthony Schorling


Introduction

You've heard us rave time and time again about how much we here at Sphynx Automation love Jotform, so we always make sure we keep you in the loop when they make a meaningful update.

Recently, Jotform unveiled five brand new widgets that a variety of users...

Continue Reading...
 
How to Update Jotform PDF Outputs forms jotform Aug 10, 2022

by Arielle Minicozzi Figueroa

Introduction

This week's post is a PSA about updating your Jotform PDF outputs. Did you know that when you make a change to your Jotform - adding a field or updating the text - those changes are not automatically reflected on the PDF output?

Not to worry! It's...

Continue Reading...
Maximizing Google Calendar's Potential with Zapier blog general automation scheduling web-based apps zapier Jul 27, 2022

By Anthony Schorling


Introduction

Google has become one of the world's tech giants over the past decade-plus, developing into more than just the reliable search engine that we all came to know and love. They now offer a wide variety of apps ranging from Google Docs, to Gmail, to a recent...

Continue Reading...
A Deep Dive into Twitter's Zapier Integration blog general automation social media web-based apps zapier Jul 13, 2022

By Anthony Schorling


Introduction

Over the past several years, Twitter has emerged as one of the world's top communication platforms, if not THE top communication platform. From memes to sport debates to breaking news, Twitter has become a one-stop shop for practically anything you...

Continue Reading...
Make your Process Street Workflows Stand Out with Custom Branding! blog new feature process web-based apps workflows Jun 29, 2022

By Anthony Schorling


Introduction

Process Street users - want to add some extra personality and organization to your workflows? Process Street's new custom branding update allows you to add images and emojis to your workflows, making them more visually appealing and easier to remember. With...

Continue Reading...
Filtering Quality Leads with Calendly Routing Forms blog calendly scheduling web-based apps Jun 08, 2022

By Anthony Schorling


Introduction

If you're like most Calendly users, you rely on the app to schedule meeting with leads and clients in a seamless, hands-off fashion. And while your standard booking settings may be doing their job, there's a good chance you could be getting...

Continue Reading...
Improve Remote Work Notetaking with our Meeting Notes & Tasks Form blog forms process Apr 27, 2022

By Anthony Schorling


Introduction

Work from home. Telecommute. Remote work. Regardless of what you call it, there's no doubt that the number of people doing so in some form is on the rise - especially since the arrival of COVID-19. While there are certainly many benefits to remote work,...

Continue Reading...
1 2 3 4