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Fintech Automation Blog

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...

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31 New Ways to Integrate & Automate with Jotform Sign! blog fintech forms general automation jotform new feature 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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Process Street's "Data Sets" Beta: New Automations on the Horizon! blog 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...

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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...

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Maximizing Google Calendar's Potential with Zapier blog general automation scheduling web-based apps zapier Jul 27, 2022

By Anthony Schorling


Introduction

Google has become one of the world's tech giants over the past decade-plus, developing into more than just the reliable search engine that we all came to know and love. They now offer a wide variety of apps ranging from Google Docs, to Gmail, to a recent...

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A Deep Dive into Twitter's Zapier Integration blog general automation social media web-based apps zapier Jul 13, 2022

By Anthony Schorling


Introduction

Over the past several years, Twitter has emerged as one of the world's top communication platforms, if not THE top communication platform. From memes to sport debates to breaking news, Twitter has become a one-stop shop for practically anything you...

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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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5 Automation & Workflow Tips for 2022 email general automation process workflows Jan 12, 2022

By Anthony Schorling


Introduction

The turning of the calendar to a new year is a chance for many people to start anew. While many drop their new years' resolutions just as quickly as they thought of them, the fraction of people that actually stick to them wind up accomplishing pretty lofty...

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Common Zaps for Financial Professionals general automation web-based apps Sep 08, 2021

by Mark Anthony Figueroa

 

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...

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Our First Zap general automation web-based apps Aug 25, 2021

by Mark Anthony Figueroa

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...

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Introduction to Web-Based Automation general automation Aug 11, 2021

by Mark Anthony Figueroa

 

Introduction

In the past few posts, we’ve covered:

  1. What this blog series is about: Getting started with simple, cost-effective web-based tools and automation to save time performing administrative tasks.
  2. Process and Workflows
  3. Process...
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Sphynx Blog - Introduction general automation Feb 25, 2021
 

Welcome

Having the right tools at our disposal can make our lives much simpler. History provides us with years of evidence: pockets, satchels and bags were the beginning of hands-free material transport; the printing press was a revolution in automating the...

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