Zapier + Hunter.io lead enrichment automation (form + loops)
Build a two-Zap lead enrichment workflow with one loop per Zap, Hunter Domain Search, contact review, duplicate checks, and optional Salesforce sync.
Workflow Automation and AI Blog from Connex
Explore business process automation insights, expert tips, and real-world case studies. Learn how to automate workflows, integrate apps, and boost efficiency.
Posts
All
AI Agents
AI extraction
AI Recruiting
API Keys
API Rate Limits
Automation Basics
Case Study
Content Automation
Cost Optimization
Data integration
Data Migration
Document Generation
Email parsing
Invoicing Automation
Lead Generation
Lead nurturing
Meeting Notes
Notion Permissions
Notion Tips
OAuth
Partner programs
Podcast Production Workflow
Project Management
Purchase Orders
Recruiting Platforms
Reporting
Subscription validation
Time Tracking
Video Post
Voice AI
Webhooks
Work orders
Workflow Automation
How a Small Human-Services Nonprofit Stopped Donations from Silently Dropping Between Classy and Bloomerang with Zapier
How a small nonprofit fixed a Classy-to-Bloomerang Zapier sync that silently dropped gifts: ACH re-checks, retry handling, review queues, and event data.
Fix purchase order item entry with unit-of-measure pricing (vendor pricing + BOM math)
Model vendor units and conversion factors, preserve issued PO prices, and calculate BOM costs without losing precision or rewriting purchasing history.
Shopify product customization: variants and file uploads
Need Shopify product customization with file uploads? See how variants, line-item properties, and apps handle multi-file uploads, conditional fields, and notes.
Podcast marketing kit as a database (automated tasks)
Build a podcast marketing kit database for automated posting assignments: owner, channel, due date, and ready-to-post copy, plus Slack and email reminders.
Automate vendor invoice intake in Applied Epic via API
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.
Zapier to Pipedream: Real-Time Call Routing Case Study
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.
Inbound Calls Into the CRM: A Home Services Case Study
A Virginia landscaping company lost leads because call transcripts never reached JobNimbus. See how Make automations closed the gap over 3.5 years.
How a Multi-Office Senior Home Care Company Automated 42 Weekly CRM Reports into One Live Dashboard with Pipedream + BigQuery
How a multi-office senior home care company automated 42 weekly CRM reports into BigQuery and one live Looker Studio dashboard using Pipedream.
UK Sign Maker Scales Rollouts with Quickbase + SharePoint
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.
Notion ops system to replace Asana + spreadsheets
Build a Notion operations system to replace Asana and spreadsheets: six connected databases, field report forms, rollups, and campaign views your team will use.
Zapier next-gen Zaps migration: audit + governance checklist
Zapier next-gen Zaps migration checklist: audit existing Zaps, map connection and API dependencies, and add governance controls before you migrate.
