Fintech Automation Blog
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...
From time to time you may need to export an overview of your existing workflows from Hubly. Fortunately, this is easy to do:
- Log into Hubly
- Create a new contact by clicking the search bar then clicking "Create"; this will just be used as a sample to export the workflow templates
- Open your test...
From time to time you may need to export an overview of your existing workflow templates from Redtail. Fortunately, this is easy to do:
- Log into Redtail
- Click "Workflows" in the left menu
- In the top right corner click "New Workflow", select the template you wish to export under the "Workflow...
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...
Introduction
Did you know that you can override your previously-set availability in Calendly?
For many, this might be a feature in which they've overlooked. When it was first added to Calendly, they dubbed this feature "date overrides", but in recent months, have given...
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...
Introduction
Early last year, we unveiled our new "subscription-style" ongoing maintenance service. This service has allowed our clients to utilize the annual amount of hours included in their plan in a variety of ways, such as for one-on-one coaching,...
Introduction
Thanks to the COVID-19 pandemic, the world has seen a sharp spike in virtual meetings that has since continued into the post-pandemic era. With the world embracing technology for its meetings, additional perks have revealed themselves along with...
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.
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Introduction
One of PreciseFP's best features has been their direct integration with eMoney, which allows users to automatically pass data to and from each app to do things like prefill forms and import client data. Now, PreciseFP has teamed up with RightCapital to...
Introduction
Jotform is one of our favorite form builders for a variety of reasons, and one of the biggest reasons is its security. As a business that works with a large number of financial advisors, our clients have a lot of sensitive information that needs...
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...
