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Fintech Automation Blog

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...

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Create Legally-Binding Documents with Jotform Sign! blog forms jotform new feature Oct 12, 2022

By Anthony Schorling


Introduction

If you're a Jotform user, you've probably either used, or at least been aware of, their existing signature capabilities for years.

*Cue the Billy Mays, "But wait, there's more!" infomercial line*

That's right, Jotform has expanded on their signature...

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Announcing: Our Automated Custodial Paperwork Packet! blog financial advisors fintech forms new feature 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...

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5 New Jotform Widgets that You Can Add to Your Forms blog forms jotform new feature Aug 24, 2022

By Anthony Schorling


Introduction

You've heard us rave time and time again about how much we here at Sphynx Automation love Jotform, so we always make sure we keep you in the loop when they make a meaningful update.

Recently, Jotform unveiled five brand new widgets that a variety of users...

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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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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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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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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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How to Use Your Email Signature in JotForm Autoresponder Emails email forms Dec 08, 2021

By Anthony Schorling


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...

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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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Jotform Summary (And Other Fun Things) forms Jun 23, 2021

by Mark Anthony Figueroa

 

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...

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Integrating a JotForm with Other Apps forms Jun 09, 2021

by Mark Anthony Figueroa

Introduction

In this post we will cover integrating a form with other applications. Integration is the act of adding/connecting two or more items together. Whether we realize it or not, a plethora of items in our daily lives are the result of integration. Pants with...
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