Fintech Automation Blog

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...

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...

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...