Fintech Automation Blog
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...
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...
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...
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...
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...
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...
Introduction
If you're like most Calendly users, you rely on the app to schedule meeting with leads and clients in a seamless, hands-off fashion. And while your standard booking settings may be doing their job, there's a good chance you could be getting...
Introduction
Many small businesses start with a number of referrals for sources, but at some point, the referrals taper off and they need to find another way to get leads. Email marketing is an absolute must for these types of businesses, as it allows users to send mass informational, compelling...
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...
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...
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...
Introduction
In the previous post, we touched on automation tools, dos, don’ts and other considerations. Before reading this post on Zapier, we recommend you familiarize yourself with the do’s and don’ts mentioned in the last post.
If you...
