Donation form year parsing errors (Bloomerang → HubSpot): fix
HubSpot rejecting a bad campaign year from your donation form name? Here’s how to avoid multiple 4-digit numbers, parse the right year, and prevent failures.
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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AI Agents
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Automation Basics
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Email parsing
Invoicing Automation
Lead Generation
Lead nurturing
Meeting Notes
Notion Permissions
Notion Tips
OAuth
Partner programs
Podcast Production Workflow
Project Management
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Workflow Automation
A Lightweight Notion Action Tracker for Founders
Build a lightweight Notion action tracking system for founders: Inbox → This Week → Done workflow, optional Projects link, and weekly review checklist.
Foundation payroll to BambooHR: PDF-first integration
Automate Foundation payroll into BambooHR when there’s no API. Learn a PDF-first workflow to split pay stubs, validate with CSVs, and upload to BambooHR Files.
Fix Notion Site Links: Canonical URLs for Bullet & Super
Stop internal links from pointing to notion.site URLs. Audit and fix links, use canonical redirects, and prevent broken links with templates.
Claude Cowork Setup: Chrome Extension + Auth Workflow
Set up Claude Cowork with the Chrome extension, sign into Zapier and Shopify, choose the right model tier, and run supervised browser tasks reliably.
Monitor VFS Global visa appointments with AI alerts
Learn a safe, low-frequency workflow to monitor VFS Global visa appointment availability and get AI alerts, without risky constant refreshing.
Stop Duplicate Leads in HubSpot and JobNimbus (ReferPro + Zapier)
Stop duplicate leads when ReferPro creates jobs in JobNimbus and someone creates the same lead in HubSpot. Use Zapier lookup-before-create with a 30-day cache.
Notion database for teen group therapy attendance + notes
Build a Notion system to track teen group therapy attendance and session notes with relational databases, rollups, and simple Make automations for parent emails.
How an AI Voice Agent Replaced 90+ Weekly Confirmation Calls
Learn how a market research firm automated 90+ weekly confirmation calls with an AI voice agent built on Twilio, 11 Labs, and Zapier. See the exact architecture.
Pipedrive CRM for nonprofits: why Notion isn’t a CRM
Need a nonprofit CRM with shared email visibility? See why Notion falls short without workarounds—and why Pipedrive is the simpler fit for small teams.
Embed Google Docs in Notion for a live knowledge base
Embed Google Docs in Notion so docs stay live, then build a knowledge base with one database + linked views. Includes permissions and sharing tips.
Arabic RTL invoice portal from Zoho Books via Zapier
Build a shareable Arabic RTL invoice link from Zoho Books via Zapier. Add social icons, paid status, and due/overdue day counts with a platform decision tree.
