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Fintech Automation Blog

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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Workflow Editor Updates in Process Street that Will Make Your Life Easier blog new feature process process street web-based apps workflows Sep 28, 2022

By Anthony Schorling


Introduction

With autumn now in full swing, Process Street has released its final product update of the summer with an array of workflow editor updates! Let's take a quick tour through these updates and give you the rundown of what users are now able to do within the...

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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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Make your Process Street Workflows Stand Out with Custom Branding! blog new feature process process street web-based apps workflows Jun 29, 2022

By Anthony Schorling


Introduction

Process Street users - want to add some extra personality and organization to your workflows? Process Street's new custom branding update allows you to add images and emojis to your workflows, making them more visually appealing and easier to remember. With...

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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...

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