Fintech Automation Blog
Introduction
We've spent the last seven years serving financial advisors, tax planners, attorneys, and other small service-based businesses on a customized basis, and while that isn't changing, we're adding a new offering to make it easier for them to gain some immediate eff...
Introduction
If you've followed the Sphynx Automation blog series over the past several months, you've seen us rave about the benefits of Zapier on a regular basis. It's a perfect solution for helping fill in the gaps between thousands of different apps, but there has been o...
Introduction
Meeting with a new prospect is always a great opportunity for business owners, but it also usually comes with the added responsibility of intaking new information, getting it into your tech stack, and the inevitable possibility of meeting with a poor fit. This c...
Introduction
Our trusty online automation platform, Zapier, just dropped an update that is bound to make their users' lives much easier!
This quality-of-life update is less about the functionality of Zapier itself, and more about how the app processes task/zap usage and pay...
Introduction
Process Street has been an extremely reliable workflow management software for a number of years, and their integration with Zapier has allowed users to take advantage of automation for seamless data transfer and workflow editing.
Previously, Process Street's ...
Introduction
Zapier is a fantastic tool for connecting your tech stack together, and we use it here at Sphynx to build out any and all automations that we or our clients need. As a team of automation experts who work primarily with financial planners, one of the pieces of te...
Introduction
Zapier has just given us arguably the biggest quality-of-life improvement since their inception! Their latest update now allows users to not only reorder and duplicate action steps within zaps, but also copy and paste both triggers and action steps across zaps a...
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 to k...
Introduction
Good news Zapier users - your favorite third-party API tool just added some great new features!
Their three newest features include the addition of subfolders, a new info-dense view for all your zaps, and a new team role called "Super Admin". Each of these feat...
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 breakou...
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 might be look...
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 goals...
