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Fintech Automation Blog

Best Efficiency Practices for Meeting with a Prospect ai blog calendly email marketing forms jotform mailchimp mailerlite process scheduling wealthbox web-based apps zapier Mar 14, 2024

By Anthony Schorling


Introduction

Meeting with a new prospect is always a great opportunity for business owners, but it also usually comes with the added responsibility of intaking new information, getting it into your tech stack, and the inevitable possibility of meeting with a...

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PreciseFP and RightCapital Partner-Up for a New Integration! blog financial advisors fintech forms integrations new feature precisefp rightcapital Aug 23, 2023

By Anthony Schorling


Introduction

One of PreciseFP's best features has been their direct integration with eMoney, which allows users to automatically pass data to and from each app to do things like prefill forms and import client data. Now, PreciseFP has teamed up with RightCapital to...

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Double-up on your Jotform Security with Encrypted Forms 2.0! blog forms jotform new feature security web-based apps Aug 02, 2023

By Anthony Schorling


Introduction

Jotform is one of our favorite form builders for a variety of reasons, and one of the biggest reasons is its security. As a business that works with a large number of financial advisors, our clients have a lot of sensitive information that needs...

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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...

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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...

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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 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...

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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...

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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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Filtering Quality Leads with Calendly Routing Forms blog calendly forms scheduling web-based apps Jun 08, 2022

By Anthony Schorling


Introduction

If you're like most Calendly users, you rely on the app to schedule meeting with leads and clients in a seamless, hands-off fashion. And while your standard booking settings may be doing their job, there's a good chance you could be getting...

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Improve Remote Work Notetaking with our Meeting Notes & Tasks Form blog forms jotform notetaking process task management 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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