# Automation Basics

Migrate Pipedrive scenarios from API v1 to v2 in Make.com without breaking automations. Use this step-by-step checklist to test modules, fields, and edge cases.

Step-by-step guide to automating personalized HubSpot lead follow-up emails using ChatGPT for message generation and Make.com to connect the workflow.

Step-by-step checklist for migrating customers from QuickBooks Online to Moveware via API without duplicates, including field mapping, match keys, test imports, and QA checks.

Notion workspace vs team space: a workspace handles billing and members, while team spaces organize pages and permissions. Learn when to use each.

Learn how to build a Notion company homepage that shows each employee their own tasks using the Me filter. Step-by-step setup for a unified, role-aware dashboard.

Use Zapier as a CRM connector to route B2B leads from email, WhatsApp, web forms, and IndiaMART into one pipeline—cutting response time from hours to seconds.

Need a Zapier Sheets and Notion integration? Notion does not sync to Google Sheets natively. Use Zapier, Make, or Sync to Sheets to move data reliably.

A misconfigured pagination parameter caused 5,000+ duplicate time entries in a QuickBooks automation. Here's how we diagnosed and fixed the STARTPOSITION bug.

Learn why a Zapier connector can expire (OAuth token rules), which apps break most often, and how to reconnect fast and replay held tasks so automations keep running.

The Zapier 'New Subscription' Stripe trigger fires before payment is confirmed. Here's how to fix it by switching to the 'New Charge' trigger — and the filter gotcha to avoid.

Learn how to build a Notion custom agent that delivers personalized daily briefings to your team — pulling calendar events, tasks, and meeting context automatically.

Posts arriving broken in WordPress from Airtable via Zapier? The culprit is usually custom taxonomy formatting. Here's why it happens and three ways to fix it.