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Fintech Automation Blog

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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