GET STARTED

Fintech Automation Blog

Dynamic Due Dates in Process Street blog new feature process process street web-based apps workflows May 24, 2023

By Anthony Schorling


Introduction

We've got a quickie for you today! Process Street has dropped a small, efficiency-boosting feature: dynamic due dates for workflow runs.

Dynamic due dates allow for more granular control over when your workflows are set to be completed. In addition to...

Continue Reading...
Calendly Routing: Expanded! blog calendly forms new feature process scheduling web-based apps Apr 26, 2023

By Anthony Schorling


Introduction

As you might remember, Calendly introduced Routing Forms in May of 2022 - a new way to filter and pre-qualify leads before actually meeting with them. Now less than a year later, they've expanded Routing Forms to "Calendly Routing", which allows you to...

Continue Reading...
New Wealthbox Workflow Updates! blog new feature process wealthbox web-based apps workflows Apr 05, 2023

By Anthony Schorling


Introduction

Wealthbox have recently unveiled a couple new updates to their "Workflows" feature! This includes their new workflow template library, as well as the ability to assign workflow steps to specific teams.

With Wealthbox's new workflow template library, the...

Continue Reading...
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...

Continue Reading...
New from Jotform: Jotform Teams! blog forms jotform new feature process web-based apps Nov 23, 2022

By Anthony Schorling


Introduction

If you're a Jotform Enterprise user, then you've just been hit with arguably Jotform's best Enterprise update in the app's history.

Enter: Jotform Teams - a new feature built on a shared workspace for you and your team to seamlessly work on Jotform projects...

Continue Reading...
Workflow Editor Updates in Process Street that Will Make Your Life Easier blog new feature process 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...

Continue Reading...
Make your Process Street Workflows Stand Out with Custom Branding! blog new feature process 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...

Continue Reading...
Improve Remote Work Notetaking with our Meeting Notes & Tasks Form blog forms process Apr 27, 2022

By Anthony Schorling


Introduction

Work from home. Telecommute. Remote work. Regardless of what you call it, there's no doubt that the number of people doing so in some form is on the rise - especially since the arrival of COVID-19. While there are certainly many benefits to remote work,...

Continue Reading...
5 Reasons to Add TrackingTime to Your Tech Stack blog process software review web-based apps workflows Feb 09, 2022

By Anthony Schorling


Introduction

Most businesses track their time in some way, whether that be on paper, mentally, or through an application, but does your time-tracking method also measure the productivity of your team?

Enter: TrackingTime.

TrackingTime is a web app that at its core is a...

Continue Reading...
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...

Continue Reading...
How You Can Combine Authenticity AND Strategy For a Winning Marketing Plan marketing process Oct 27, 2021

by Mark Anthony Figueroa

 

Introduction

In the previous post, we invited our dear friend and colleague, Cameo Roberson, AAMS® to help us connect with Centers of Influence. In her post post, Cameo provided helpful tips for connecting and building authentic relationships with...

Continue Reading...
Finding Your Center(s) process Oct 13, 2021

by Mark Anthony Figueroa

 

Introduction

In the previous posts, we set the stage for our email marketing plan. 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....

Continue Reading...
1 2