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

Automating Employee Onboarding on Growing Teams with Tally, Zapier, and Notion

Automating Employee Onboarding on Growing Teams with Tally, Zapier, and Notion

Jun 10, 2025

Art gallery automated onboarding for 300+ employees using Tally forms, Zapier webhooks, and Notion database. Department-specific workflows included.

How a UK Bakery Automated Shopify Orders with Airtable Workflows

How a UK Bakery Automated Shopify Orders with Airtable Workflows

Jun 4, 2025

Harry Batten bakery automated 150+ monthly Shopify orders into Airtable using PipeDream. Custom cake orders organized by delivery date automatically.

Slack Drip Campaigns? Yes, and They Skyrocketed Member Engagement

Slack Drip Campaigns? Yes, and They Skyrocketed Member Engagement

May 23, 2025

Professional network automated member onboarding and trial conversions using Slack, Zapier, and HubSpot. Native Slack campaigns that feel personal.

How We Automated 1,000+ Monthly Book Deliveries for a Faith-Based Nonprofit

How We Automated 1,000+ Monthly Book Deliveries for a Faith-Based Nonprofit

May 23, 2025

Faith-based nonprofit automated book fulfillment using WooCommerce, Givebutter, and Airtable. Recurring donations and inventory tracking included.

How a Global Marketing Team Started Automating Lead Flow With Zapier

How a Global Marketing Team Started Automating Lead Flow With Zapier

May 23, 2025

Global B2B team learned how to connect LinkedIn, Marketo, and Microsoft Dynamics with Zapier. Step-by-step walkthrough for enterprise adoption.

Cognito Forms to Charity Tracker: Zapier Flow Streamlined 850+ Applications

Cognito Forms to Charity Tracker: Zapier Flow Streamlined 850+ Applications

May 12, 2025

Zakat Fund saved 1,200+ hours automating Cognito Forms to Charity Tracker with Zapier. Custom workflow for 850 Ramadan applications.

How Kitty of Angels Streamlined Cat Rescue Operations with Automation and Airtable

How Kitty of Angels Streamlined Cat Rescue Operations with Automation and Airtable

May 12, 2025

Kitty of Angels scaled from 177 to 400+ cats using a custom Airtable portal with Softr and Zapier. See how automation transformed their operations.

How Hive Simplified Project Setup for a Growing Consultancy

How Hive Simplified Project Setup for a Growing Consultancy

May 12, 2025

See how a social impact consultancy automated project creation in Hive from HubSpot deals, including subprojects and templates. Real case study.

Automating QuickBooks-generated Email Body Invoices into… QuickBooks

Automating QuickBooks-generated Email Body Invoices into… QuickBooks

May 6, 2025

Eliminate manual data entry from QuickBooks-generated email invoices. AI-powered automation extracts data and creates bills automatically in QuickBooks.

LinkedIn's Conversion Category Hierarchy: The Technical Distinction Breaking Your Form Tracking

LinkedIn's Conversion Category Hierarchy: The Technical Distinction Breaking Your Form Tracking

Apr 17, 2025

Fix LinkedIn form tracking failures caused by conversion category mismatches. Learn the technical distinction breaking your Zapier-HubSpot integration.

Beyond Semantics: The Technical Distinction Between LinkedIn's 'Lead' and 'Qualified Lead' Categories

Beyond Semantics: The Technical Distinction Between LinkedIn's 'Lead' and 'Qualified Lead' Categories

Apr 17, 2025

Discover why LinkedIn conversion tracking fails: Lead and Qualified Lead categories are separate technical entities, not labels. Fix your integration now.

The Mandatory Pre-Zapier Step That Makes or Breaks LinkedIn-HubSpot Integrations

The Mandatory Pre-Zapier Step That Makes or Breaks LinkedIn-HubSpot Integrations

Apr 17, 2025

LinkedIn-HubSpot integrations fail without this pre-Zapier step. Learn the mandatory sequence for successful conversion tracking setup.