OAuth integrations for productivity apps: a V1 blueprint
OAuth integrations for productivity apps as a V1: pick connectors with clear completion signals, normalize activity, then add Google and Outlook calendar 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.
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Workflow Automation
How to build a Claude scheduling assistant for service businesses
Learn how to use Claude to design a practical scheduling assistant for a service business: data model, daily updates, dispatch workflow, and rollout steps.
Automate nonprofit donations: HubSpot → Zapier → QuickBooks
Design a nonprofit donation workflow with HubSpot, Zapier and QuickBooks Online: prevent duplicate revenue, handle soft credits, and reconcile payouts.
Convert ADF XML leads into HubSpot with Zapier
Convert ADF XML automotive leads to JSON in Zapier, then map them to HubSpot with duplicate checks, safe error handling, and a working Python example.
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.
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.
Automate contractor certification in Salesforce (with PandaDoc + Zapier)
Design an approval-gated contractor certification workflow with Salesforce, Jotform, Zapier and PandaDoc, including duplicate prevention and reissue controls.
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.
