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Fintech Automation Blog

Filtering Quality Leads with Calendly Routing Forms blog calendly scheduling web-based apps Jun 08, 2022

By Anthony Schorling


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...

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MailerLite: What is it and how can I use it? blog email marketing software review web-based apps Mar 23, 2022

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...

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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...

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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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Zapier Setup web-based apps Aug 11, 2021

by Mark Anthony Figueroa

 

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...

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