GET STARTED

Fintech Automation Blog

Dynamic Due Dates in Process Street blog new feature process process street web-based apps workflows May 24, 2023

By Anthony Schorling


Introduction

We've got a quickie for you today! Process Street has dropped a small, efficiency-boosting feature: dynamic due dates for workflow runs.

Dynamic due dates allow for more granular control over when your workflows are set to be completed. In addition to...

Continue Reading...
Calendly Routing: Expanded! blog calendly forms new feature process scheduling web-based apps Apr 26, 2023

By Anthony Schorling


Introduction

As you might remember, Calendly introduced Routing Forms in May of 2022 - a new way to filter and pre-qualify leads before actually meeting with them. Now less than a year later, they've expanded Routing Forms to "Calendly Routing", which allows you to...

Continue Reading...
New Wealthbox Workflow Updates! blog new feature process wealthbox web-based apps workflows Apr 05, 2023

By Anthony Schorling


Introduction

Wealthbox have recently unveiled a couple new updates to their "Workflows" feature! This includes their new workflow template library, as well as the ability to assign workflow steps to specific teams.

With Wealthbox's new workflow template library, the...

Continue Reading...
New Zapier Update: Reorder, Duplicate, and Copy/Paste Zap Steps! blog general automation new feature zapier Mar 08, 2023

By Anthony Schorling


Introduction

Zapier has just given us arguably the biggest quality-of-life improvement since their inception! Their latest update now allows users to not only reorder and duplicate action steps within zaps, but also copy and paste both triggers and action steps...

Continue Reading...
31 New Ways to Integrate & Automate with Jotform Sign! blog fintech forms general automation integrations jotform new feature signatures web-based apps Feb 22, 2023

By Anthony Schorling


Introduction

Update as of 3/28/2023: Regardless of whether you're using Jotform Sign or the DocuSign widget, you can only have one signature per form with DocuSign or one signer (multiple fields allowed) with Jotform Sign. Jotform Sign does allow multiple...

Continue Reading...
Process Street's "Data Sets" Beta: New Automations on the Horizon! blog databasing general automation new feature process process street zapier Jan 25, 2023

By Anthony Schorling


Introduction

Process Street just kicked off 2023 with a bang!

One of our favorite workflow managers, Process Street, has launched the beta of its "Data Sets" feature. In what was previously an area that the application lacked, the new Data Sets feature will allow users...

Continue Reading...
Looking Ahead: Sphynx Automation in 2023! blog new feature sphynx offerings Dec 28, 2022

By Anthony Schorling


Introduction

Many people choose to use the calendar flip to 2023 as a way to turn over a new leaf, make a positive change in their life, and generally motivate them to be more productive. While being more productive and efficient is always a top priority for us due to...

Continue Reading...
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 signatures Oct 12, 2022

By Anthony Schorling


Introduction

Update as of 3/28/2023: Regardless of whether you're using Jotform Sign or the DocuSign widget, you can only have one signature per form with DocuSign or one signer (multiple fields allowed) with Jotform Sign. Jotform Sign does allow multiple signers...

Continue Reading...
Workflow Editor Updates in Process Street that Will Make Your Life Easier blog new feature process process street 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 custodians financial advisors fintech forms new feature schwab sphynx offerings td ameritrade 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...