Fintech Automation Blog
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...
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...
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...
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...
Introduction
In the past few posts, we’ve covered:
- What this blog series is about: Getting started with simple, cost-effective web-based tools and automation to save time performing administrative tasks.
- Process and Workflows
- Process...
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...
Introduction
Last week we covered integrating your Jotform with other applications. 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...
Introduction
Introduction
Introduction
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 application....
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 efficiency...
