GET STARTED

Fintech Automation Blog

Zapier's Overhaul to Plans & Tasks blog fintech general automation new feature web-based apps zapier Jan 17, 2024

By Anthony Schorling


Introduction

Our trusty online automation platform, Zapier, just dropped an update that is bound to make their users' lives much easier!

This quality-of-life update is less about the functionality of Zapier itself, and more about how the app processes task/zap...

Continue Reading...
Sphynx Automation's Subscription-Style Ongoing Maintenance Updates for 2024 blog general automation new feature sphynx offerings Jan 10, 2024

By Anthony Schorling


Introduction

Early last year, we unveiled our new "subscription-style" ongoing maintenance service. This service has allowed our clients to utilize the annual amount of hours included in their plan in a variety of ways, such as for one-on-one coaching,...

Continue Reading...
Process Street's Updated Zapier Integration blog general automation integrations new feature process street web-based apps zapier Oct 04, 2023

By Anthony Schorling


Introduction 

Process Street has been an extremely reliable workflow management software for a number of years, and their integration with Zapier has allowed users to take advantage of automation for seamless data transfer and workflow editing.

...

Continue Reading...
An Overview of Sphynx Automation's Custom Wealthbox-Zapier Integration blog fintech general automation integrations sphynx offerings wealthbox web-based apps zapier Jun 28, 2023

By Anthony Schorling


Introduction

Zapier is a fantastic tool for connecting your tech stack together, and we use it here at Sphynx to build out any and all automations that we or our clients need. As a team of automation experts who work primarily with financial planners, one of...

Continue Reading...
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...

Continue Reading...
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...

Continue Reading...
Process Street's "Data Sets" Beta: New Automations on the Horizon! blog databasing 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...

Continue Reading...
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...

Continue Reading...
Maximizing Google Calendar's Potential with Zapier blog general automation google 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...

Continue Reading...
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...

Continue Reading...
Jotform Prefill 101 blog forms general automation jotform 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...

Continue Reading...
JotForm Connects with MailerLite for a New Integration! blog email forms general automation integrations jotform mailerlite marketing new feature process web-based apps 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...

Continue Reading...
1 2