Fintech Automation Blog
Introduction
Earlier this month, our friends at Calendly added a small, but highly-requested feature to their application called “Meeting Polls”.
Meeting Polls now allow you to collectively vote on one-off meeting times with your invitees to determine what time is best for ...
Introduction
Hello fellow JotForm users! Do your autoresponder emails for clients not have that same personal touch that your normal emails have? Thankfully, there's a simple fix for that! In this post, I will take you through the steps on how to import and use your existing...
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 ...
Introduction
In our last post, Zoë Meggert, marketing coach and founder of Perfectly Planned Content, explained how to utilize existing blog content within your marketing funnel. This net post is provided by Lauren Keller, Director of Content Writing & Strategy for Perfectly Planned Content.
Wor...
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 life at a time. T...
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 i...
Introduction
In the previous post, we invited our dear friend and colleague, Cameo Roberson, AAMS® to help us connect with Centers of Influence. In her post post, Cameo provided helpful tips for connecting and building authentic relationships with potential influencers ...
Introduction
In the previous posts, we set the stage for our email marketing plan. 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 w...
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 "Schedul...
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 you wa...
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 works and how ...
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 multipl...
