Sphynx

Automation + tech for service businesses, specializing in financial advisors / planners. Automate your processes so you can spend more time delighting clients!

[Sphynx @SphynxAutomator]

Just an hour until we go live. See you there!

[Wealthbox CRM @Wealthbox]

Wealthbox is excited to host @SphynxAutomator at our upcoming webinar. Join us Thurs 5/25 at 2pm ET 👉 https://t.co/kNzYIMm9dx

[Sphynx @SphynxAutomator]

Today's the day! See you there.🤩

[Wealthbox CRM @Wealthbox]

👀 TOMORROW: See a live demo of the @Wealthbox + @SphynxAutomator @zapier integration. Sign up 👉 https://t.co/UeWM9ijoN1

[Wealthbox CRM @Wealthbox]

🤞 Have you signed up for our webinar next Wednesday with @SphynxAutomator yet? Sign up here 👉 https://t.co/UeWM9ijoN1

[Wealthbox CRM @Wealthbox]

📣 New Webinar Announced! Join @Wealthbox +
@SphynxAutomator to learn more about the @zapier integration. Sign up here 👉 https://t.co/UeWM9ijoN1

[Calendly @Calendly]

We just launched Routing Forms on @ProductHunt! 🚀

https://t.co/BUzQx7GpWB

Routing Forms let you ask screening questions before someone books with you to make faster, higher-quality connections.

Check it out on #ProductHunt and let us know what you think! 🙌

[Sphynx @SphynxAutomator]

@ericawriter Sorry to hear this, Erica! I haven't got a word for you but hope you feel better sooner than soon.😣

[Calendly @Calendly]

Introducing: Calendly Meeting Polls! 🎉

Whether you’re planning a holiday gathering or a client kickoff call, now it’s easier than ever to find the best time to get together 📊🗓

Learn more:

https://t.co/EHwprYqT4O

[Sphynx @SphynxAutomator]

Museum of Customer Support: The World's Oldest Complaint Letter by @mrpatto via @helpscout https://t.co/N0UQwdeQsb

[Sphynx @SphynxAutomator]

New Google Calendar feature - add "Meeting Notes" to the event from the event description. Edit the event, click "Create meeting notes", click "Save" and voila! When you view the event the doc is attached. 🪄

[Jason Wenk @jasonwenk]

Time is the only thing in life you can’t get back.

Probably best not to use it doing your custodian’s paperwork or waiting on hold for for them for 45 minutes.

[Sphynx @SphynxAutomator]

@ArleneDMoss

[Sphynx @SphynxAutomator]

Seeking feedback from new 1-2 advisor RIAs who are interested in tech.

Three-minute survey with option to book a call to discuss further if desired: https://t.co/wuwMVDJpHf

#fintwit #xypnlive #feeonlyfinancialplanning #riatech #businessautomation #advisortech #fintech

[Ian Bloom @IanHBloom]

@SphynxAutomator has saved me hours a week in follow-up tasks, notes filing, and task recording. I drop almost nothing now, and when I do, it's because I didn't use the system.

[Sphynx @SphynxAutomator]

@IanHBloom @IanHBloom Golly, thanks so much for this lovely shoutout! ☺️I'm so glad to hear you're getting value from the systems. 🥳🥳

[Sphynx @SphynxAutomator]

@danikaw @SonyaDreizler I came here to tag Brooklyn

[Sphynx @SphynxAutomator]

@zapier's hosting a virtual conference on October 21st, 2021 for users of all stages. We'd love to see you there: https://t.co/DqDf9Eqf70

[Sphynx @SphynxAutomator]

Better late than never - @RedtailCRM's updated @zapier integration is now available. 🥳👏

[Sphynx @SphynxAutomator]

Yikes! With automation hopefully we can change this reality for many entrepreneurs.

[Sphynx @SphynxAutomator]

@JotForm Just keep being your beautiful selves. And making more cat commercials. https://t.co/gt51vHrwNm

[Sphynx @SphynxAutomator]

Today is the day... @JotForm prefill has been released! Prepopulate forms from other form submissions, SSO, Salesforce or Hubspot. 👏👏👏

The final frontier is financial planning software integration. If that happens, there is no competition.

https://t.co/DU3eEKmUWr