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Fintech Automation Blog

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...

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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...

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Exporting Workflows from Wealthbox blog financial advisors fintech wealthbox web-based apps workflows Sep 27, 2021

From time to time you may need to export an overview of your existing workflows from Wealthbox. Fortunately, this is easy to do:

1. Click here to log into your Wealthbox CRM account

2. Once you're logged in, click here to access the Workflow Templates Menu

3. Click the name of the workflow...

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Common Zaps for Financial Professionals blog financial advisors fintech general automation web-based apps zapier 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 blog general automation web-based apps zapier 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 blog general automation web-based apps zapier 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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Introduction to Web-Based Automation general automation process web-based apps workflows zapier Aug 11, 2021

by Mark Anthony Figueroa

 

Introduction

In the past few posts, we’ve covered:

  1. What this blog series is about: Getting started with simple, cost-effective web-based tools and automation to save time performing administrative tasks.
  2. Process and Workflows
  3. Process...
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Quality of Life Tips for Gmail blog email google web-based apps Jul 14, 2021

by Mark Anthony Figueroa

 

Introduction

In this post we will cover setting up email templates that include external links. We will also cover configuring email forwarding and other efficiency tips. Our choice application is Gmail, but we will include relevant information for other email...

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Jotform Summary (And Other Fun Things) blog forms jotform web-based apps Jun 23, 2021

by Mark Anthony Figueroa

 

Introduction

Last week we covered integrating your Jotform with other applications. This week, just to wrap everything up, we will explore some fun and creative uses for responsive forms in a bit more detail. If you haven’t been following along so far, this...

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Integrating a JotForm with Other Apps document storage forms google integrations jotform mailchimp web-based apps Jun 09, 2021

by Mark Anthony Figueroa

Introduction

In this post we will cover integrating a form with other applications. Integration is the act of adding/connecting two or more items together. Whether we realize it or not, a plethora of items in our daily lives are the result of integration. Pants with...
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Creating a JotForm - Part 2 blog forms jotform web-based apps May 26, 2021

by Mark Anthony Figueroa

 

Introduction

In the last post, we laid the foundation for our sample form. We now have a viable rough draft that the team has agreed on. This post will cover the process of implementing your approved outline in JotForm. Again, your form does not have to be exactly...
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Creating a JotForm - Part 1 blog forms jotform web-based apps May 12, 2021

by Mark Anthony Figueroa

 

Introduction

In the previous post we covered form building applications with a focus on our favorite, JotForm. This post, and the following three, will dive into setting up and using JotForm. If you are joining us for the first time, we covered processes and...
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