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Fintech Automation Blog

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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Creating a JotForm - Part 2 forms May 26, 2021

by Mark Anthony Figueroa

 

Introduction

In the last post, we laid the foundation for our sample form. We now have a viable rough draft that the team has agreed on. This post will cover the process of implementing your approved outline in JotForm. Again, your form does not have to be exactly...
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Creating a JotForm - Part 1 forms May 12, 2021

by Mark Anthony Figueroa

 

Introduction

In the previous post we covered form building applications with a focus on our favorite, JotForm. This post, and the following three, will dive into setting up and using JotForm. If you are joining us for the first time, we covered processes and...
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Form Builders forms software review Apr 28, 2021

by Mark Anthony Figueroa

 

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....

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