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Fintech Automation Blog

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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