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Fintech Automation Blog

 
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...

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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...

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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...

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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...

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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...

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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,...

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Automation in Marketing: A coffee chat with Zoe Meggert of Perfectly Planned Content Apr 13, 2022

Last week we had a great chat with our trusted colleague and financial advisor marketing guru, Zoë Meggert, founder of Perfectly Planned Content. We covered how to create a scalable marketing strategy using tech and automation, including:

  • Tools to consider as part of your marketing...
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MailerLite: What is it and how can I use it? blog email marketing software review web-based apps Mar 23, 2022

Introduction

Many small businesses start with a number of referrals for sources, but at some point, the referrals taper off and they need to find another way to get leads. Email marketing is an absolute must for these types of businesses, as it allows users to send mass informational, compelling...

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Calendly & LinkedIn Messaging: A Match Made in Heaven blog scheduling Mar 09, 2022

By Anthony Schorling


Introduction

If you're a LinkedIn user, you're probably aware of how big of a role the social networking platform plays in scavenging for new leads. Its ability to connect specific industry professionals to each other can often spark new working relationships. A lot of...

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Jotform Prefill 101 blog forms general automation Feb 23, 2022

By Anthony Schorling


Introduction

Last summer, Jotform announced a new quality-of-life feature called Jotform Prefill. In short, Jotform Prefill is an easy way to pre-populate forms with client data so your clients don't have to fill in that data again if they've already entered it...

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5 Reasons to Add TrackingTime to Your Tech Stack blog process software review web-based apps workflows Feb 09, 2022

By Anthony Schorling


Introduction

Most businesses track their time in some way, whether that be on paper, mentally, or through an application, but does your time-tracking method also measure the productivity of your team?

Enter: TrackingTime.

TrackingTime is a web app that at its core is a...

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JotForm Connects with MailerLite for a New Integration! blog email forms Jan 26, 2022

By Anthony Schorling


Introduction

JotForm has come through in the clutch once again, delivering yet another great integration, this time for MailerLite users!

The new integration allows users to collect subscriber emails from their forms and automatically pass that data into MailerLite for...

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