Workflow Automation and AI Blog from Connex

Need Shopify product customization with file uploads? See how variants, line-item properties, and apps handle multi-file uploads, conditional fields, and notes.

Build a podcast marketing kit database for automated posting assignments: owner, channel, due date, and ready-to-post copy, plus Slack and email reminders.

Epic API invoice processing automation for Applied Epic: watch the AP inbox, attach vendor PDFs to the right record, and create activities. See the build plan.

See how a small pay-per-call call center used a Zapier to Pipedream migration to get real-time call routing, IP-based fraud checks, and agent analytics.

How a multi-office senior home care company automated 42 weekly CRM reports into BigQuery and one live Looker Studio dashboard using Pipedream.

A Virginia landscaping company lost leads because call transcripts never reached JobNimbus. See how Make automations closed the gap over 3.5 years.

Zapier next-gen Zaps migration checklist: audit existing Zaps, map connection and API dependencies, and add governance controls before you migrate.

See how a ~80-person UK signage manufacturer used Quickbase and SharePoint to launch rollout programmes from a template and track every site in one dashboard.

Build a Notion operations system to replace Asana and spreadsheets: six connected databases, field report forms, rollups, and campaign views your team will use.

BambooHR pension report automation: generate compliant CSVs right after payroll, validate required fields, and deliver the files securely over SFTP.

Compare Replit vs Notion CRM for email, dashboards, templates, meeting notes, and AI workflows, then choose the setup that fits your business.

Learn how to automate a QuickBooks ShipStation invoice integration, trigger orders at the right stage, map SKUs and addresses, and test fulfillment safely.