GET STARTED

Fintech Automation Blog

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...

Continue Reading...
Filtering Quality Leads with Calendly Routing Forms blog calendly forms 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...

Continue Reading...
Automation in Marketing: A coffee chat with Zoe Meggert of Perfectly Planned Content blog fintech marketing web-based apps Apr 13, 2022

Last week we had a great chat with our trusted colleague and financial advisor marketing guru, Zoë Meggert, founder of Perfectly Planned Content. We covered how to create a scalable marketing strategy using tech and automation, including:

  • Tools to consider as part of your marketing...
Continue Reading...
MailerLite: What is it and how can I use it? blog email mailerlite marketing software review web-based apps Mar 23, 2022

By Anthony Schorling


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...

Continue Reading...
Calendly & LinkedIn Messaging: A Match Made in Heaven blog calendly scheduling social media web-based apps Mar 09, 2022

By Anthony Schorling


Introduction

If you're a LinkedIn user, you're probably aware of how big of a role the social networking platform plays in scavenging for new leads. Its ability to connect specific industry professionals to each other can often spark new working relationships. A lot of...

Continue Reading...
5 Reasons to Add TrackingTime to Your Tech Stack blog process software review task management time tracking 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...
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...
5 Automation & Workflow Tips for 2022 blog email general automation marketing process web-based apps workflows zapier 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...
About Time: Calendly Polls is Here! blog calendly scheduling web-based apps Dec 22, 2021

By Anthony Schorling


Introduction

Earlier this month, our friends at Calendly added a small, but highly-requested feature to their application called “Meeting Polls”.

Meeting Polls now allow you to collectively vote on one-off meeting times with your invitees to determine what...

Continue Reading...
How to Use Your Email Signature in JotForm Autoresponder Emails blog code email forms jotform signatures web-based apps Dec 08, 2021

By Anthony Schorling


Introduction

Hello fellow JotForm users! Do your autoresponder emails for clients not have that same personal touch that your normal emails have? Thankfully, there's a simple fix for that! In this post, I will take you through the steps on how to import and...

Continue Reading...
How to Import Fillable PDFs to JotForm blog forms jotform web-based apps Nov 27, 2021

Do you wish you could use data from your fillable PDF forms to trigger Zaps or pre-fill other forms? Wish no more - importing fillable PDFs into your JotForm account is quick and easy!

1. Log into your JotForm account or sign up for a free account here

2. Click the "Create Form" button at the top...

Continue Reading...
How to Cancel Calendly Follow Up Emails blog calendly email scheduling web-based apps Oct 05, 2021

One of Calendly's many helpful features is the ability to automate follow up messages after a meeting occurs. However, you may sometimes need to stop the message from going out.

Fortunately, it's a very simple process. Here's how:

1. Click here to log into your Calendly account.

2. Click...

Continue Reading...