They Were Re-Entering Every Job Twice. Two Zaps Fixed It.
A US process-server firm re-entered every job into three systems by hand. Two Zaps fixed it: ServManager to QuickBooks invoices and bills, automatically.
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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The Zap That Kept Crashing: How a Media Publisher Fixed a Google Sheets–HubSpot Sync in One Session
A small media publisher's Google Sheets–HubSpot Zap crashed on every run. A Connex consultant fixed 7 issues in 35 minutes and got it live.
How a US-Based VA Marketplace Launched After a Year Stuck at 80% — With Airtable, Zapier, and a Scoring Algorithm That Actually Works
A bootstrapped VA matching platform stuck at 80% for over a year launched in 11 weeks — with Airtable, Zapier, and a scoring algorithm built by Connex.
How a Small Fabric Manufacturer Stopped Losing Inventory to a Pencil — and Took Back Control of Its Zapier Stack
A small fabric manufacturer lost inventory to handwritten label corrections. Connex fixed their Zapier stack, migrated ownership, and automated notifications — saving ~$17k/yr.
How a Mid-Sized Mortgage Lender Finally Closed the Attribution Loop — Connecting Velocify, Three Ad Platforms, and Zapier When No Native Integration Existed
How a regional mortgage lender automated offline conversion tracking across Google, Bing, and Meta using Zapier and the Velocify API — no weekly manual exports.
When Custom Orders Break the Human Brain: How a Colorado Door Maker Built a Production System That Actually Scales
A Colorado cabinet door manufacturer producing 550–600 doors/day replaced paperwork-based tracking with an automated lot planning and conflict detection system.
How a Small Credit Repair Business Automated Client Notifications Across 5 Tools — Without a Developer
A small credit repair firm automated client notifications across Credit Repair Cloud, Zapier, Chargebee, Shopify, and Calendly. See the workflow.
How a Multi-Location Restaurant Group Automated Guest Engagement Across 9 Locations with AI + Zapier
A Canadian restaurant group with 9 locations automated Google review responses, website chatbots, and social media inboxes using Zapier and AI. Here's how.
How a Mid-Sized Countertop Manufacturer Replaced Their Status-Inquiry Phone Queue with an AI Voice Agent
How a mid-sized countertop manufacturer replaced their inbound status-inquiry phone queue with an AI voice agent connected to Moraware. Read the case study.
How a Chicago Bankruptcy Firm's Client Intake Automations Silently Broke — and Were Fixed Before a Hard Deadline
Three Zapier workflows at a bankruptcy law firm stopped firing when Pipedrive updated its API. See how Connex identified and fixed the issue in one session.
From Spreadsheet Chaos to 24/7 Operations: How a Language Access Nonprofit Built a System Their Linguist Network Could Actually Use
See how a language access nonprofit replaced spreadsheets with an Airtable portal and automated invoicing — recovering 150+ staff hours per year.
Airtable to Supabase sync (new rows, updates, backfill) — a practical migration plan
A practical Airtable to Supabase sync plan for new rows, updates, and backfill, using stable record IDs, unique constraints, and UPSERT to prevent duplicates.
