# Case Study

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How We Fixed 5,000+ Duplicate Time Entries in a QuickBooks API Integration

How We Fixed 5,000+ Duplicate Time Entries in a QuickBooks API Integration

Mar 3, 2026

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

Focused Directions - Beyond Email: Modern Client Communication + Client Portal Case Study

Focused Directions - Beyond Email: Modern Client Communication + Client Portal Case Study

Feb 20, 2026

Stop using email to manage client workflows. See what modern clients expect and how a boutique advisory firm used a client portal to cut follow-ups and scale.

Crawl, Walk, Run: The Smart Way to Start Automation Projects

Crawl, Walk, Run: The Smart Way to Start Automation Projects

Feb 18, 2026

Learn the crawl-walk-run methodology for automation projects. Discover why starting simple beats building the perfect system, with real consulting examples from 400+ implementations.

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 Global Nonprofit Automated Document Workflows in Airtable

How a Global Nonprofit Automated Document Workflows in Airtable

Jun 10, 2025

Elizabeth Glaser Foundation automated research and design approvals in Airtable. Status tracking, deadline reminders, and SharePoint integration included.

How Chronify Unlocked LinkedIn Attribution Using Zapier + HubSpot

How Chronify Unlocked LinkedIn Attribution Using Zapier + HubSpot

Jun 10, 2025

B2B SaaS company learned to sync HubSpot qualified leads to LinkedIn Conversion API using Zapier. Attribution and retargeting strategy included.

How UNCF Automated Event Requests in Hive with One Smart Form

How UNCF Automated Event Requests in Hive with One Smart Form

Jun 10, 2025

UNCF marketing team automated event project creation in Hive using form detection and smart workflows. Built in 4 hours with full training.

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.

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.

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.

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 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.