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Fintech Automation Blog

How to Import Fillable PDFs to JotForm forms Nov 28, 2021

Do you wish you could use data from your fillable PDF forms to trigger Zaps or pre-fill other forms? Wish no more - importing fillable PDFs into your JotForm account is quick and easy!

1. Log into your JotForm account or sign up for a free account here

2. Click the "Create Form" button at the top...

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How to Effectively Use Reflection in your Writing blog marketing Nov 24, 2021

Introduction

Zoë Meggert, marketing coach and founder of Perfectly Planned Content, explained how to utilize existing blog content within your marketing funnel. This post was provided by Lauren Keller, Director of Content Writing & Strategy for Perfectly Planned Content.


Words hold the...

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Understanding How to Leverage Blog Content in Your Marketing Funnel blog marketing Nov 10, 2021

Introduction

Like our previous guest post, this post will be brought to you by Zoë Meggert, marketing coach and founder of Perfectly Planned Content. Zoë has built Perfectly Planned Content around financial planners because she firmly believes that they’re changing the world - one...

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How to set up canned email templates in Gmail email Nov 02, 2021

Often clients will ask us how we find the balance between efficiency and over-automation. They're concerned that automating too much can come across as cold and impersonal, but automating too little leaves gaps and adds additional time burden.

The good news is there's a middle ground. One example...

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How You Can Combine Authenticity AND Strategy For a Winning Marketing Plan marketing process Oct 27, 2021

by Mark Anthony Figueroa

 

Introduction

In the previous posts, we invited our dear friend and colleague, Cameo Roberson, AAMS® to help us connect with Centers of Influence. During the post, Cameo provided helpful tips for connecting and building authentic relationships with...

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Finding Your Center(s) process Oct 13, 2021

by Mark Anthony Figueroa

 

Introduction

In the previous posts, we set the stage for our email marketing application. Before that, 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....

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How to Cancel Calendly Follow Up Emails email scheduling Oct 05, 2021

One of Calendly's many helpful features is the ability to automate follow up messages after a meeting occurs. However, you may sometimes need to stop the message from going out.

Fortunately, it's a very simple process. Here's how:

1. Click here to log into your Calendly account.

2. Click...

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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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