Fintech Automation Blog
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...
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...
Introduction
In the past few posts, we’ve covered:
- What this blog series is about: Getting started with simple, cost-effective web-based tools and automation to save time performing administrative tasks.
- Process and Workflows
- Process...
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...
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...
Introduction
Introduction
Introduction
Introduction
Form builders can be extremely useful for data-gathering. Whether you use Google Forms, Microsoft Forms, an internal website form, Precise FP, JotForm, or some other tool, the process of building a form is similar across each form-building application....
Introduction
Introduction
In our previous post, we donned our artist hats and sketched out our workflows. What’s next?
Now, we find where our workflows will live. While it’s entirely fine to have a checklist on a clipboard next to your desk or on a wall in your...
