# Case Study

Posts

10 Tools, Zero Flow: How a NYC Nonprofit Rebuilt Its Operations on Airtable and Make

10 Tools, Zero Flow: How a NYC Nonprofit Rebuilt Its Operations on Airtable and Make

Sep 28, 2026

A NYC performing arts nonprofit was running its operation across 10+ disconnected tools. Here's how they automated proposals, invoicing, and client intake.

Stress-Testing a 35,000-Contact Nonprofit Email Automation

Stress-Testing a 35,000-Contact Nonprofit Email Automation

Sep 17, 2026

A nonprofit stress-tested its GoFundMe Pro, Zapier, and Mailchimp automation before 35,000 contacts. See the 6 fixes the pre-launch audit uncovered.

Four Tools, One Mess: Replacing Salesforce with Airtable CRM

Four Tools, One Mess: Replacing Salesforce with Airtable CRM

Sep 9, 2026

Four tools, no single source of truth. See how Connex migrated a consulting firm from Salesforce and Pardot into a single Airtable CRM with Make automation.

How a Homeless Services Nonprofit Replaced a Broken Dashboard Stack with Real-Time Financial Reporting

How a Homeless Services Nonprofit Replaced a Broken Dashboard Stack with Real-Time Financial Reporting

Sep 2, 2026

How a ~60-person homeless services nonprofit replaced broken Klipfolio dashboards with real-time QuickBooks P&L reports in Looker Studio — built in 3 sessions.

How a ~65-Person Youth Soccer Nonprofit Automated 150+ Monthly Donations Across Three Systems — and Stopped Losing Records

How a ~65-Person Youth Soccer Nonprofit Automated 150+ Monthly Donations Across Three Systems — and Stopped Losing Records

Jul 29, 2026

How a ~65-person youth soccer nonprofit automated 150+ monthly donations across HubSpot, QGive, and QuickBooks — saving 8 hrs/week of manual entry.

How a Small Diagnostics Company Automated Its Bill-of-Materials Inventory — and Stopped Counting Parts by Hand

How a Small Diagnostics Company Automated Its Bill-of-Materials Inventory — and Stopped Counting Parts by Hand

Jul 27, 2026

A small diagnostics company automated bill-of-materials inventory in Airtable, eliminating manual lot lookups and building a compliant audit trail. Here is how.

How a Small Credit Repair Business Automated Client Notifications Across 5 Tools — Without a Developer

How a Small Credit Repair Business Automated Client Notifications Across 5 Tools — Without a Developer

Jul 22, 2026

A small credit repair firm automated client notifications across Credit Repair Cloud, Zapier, Chargebee, Shopify, and Calendly. See the workflow.

When Custom Orders Break the Human Brain: How a Colorado Door Maker Built a Production System That Actually Scales

When Custom Orders Break the Human Brain: How a Colorado Door Maker Built a Production System That Actually Scales

Jul 22, 2026

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 Mid-Sized Mortgage Lender Finally Closed the Attribution Loop — Connecting Velocify, Three Ad Platforms, and Zapier When No Native Integration Existed

How a Mid-Sized Mortgage Lender Finally Closed the Attribution Loop — Connecting Velocify, Three Ad Platforms, and Zapier When No Native Integration Existed

Jul 22, 2026

How a regional mortgage lender automated offline conversion tracking across Google, Bing, and Meta using Zapier and the Velocify API — no weekly manual exports.

How a US-Based VA Marketplace Launched After a Year Stuck at 80% — With Airtable, Zapier, and a Scoring Algorithm That Actually Works

How a US-Based VA Marketplace Launched After a Year Stuck at 80% — With Airtable, Zapier, and a Scoring Algorithm That Actually Works

Jul 22, 2026

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.

They Were Re-Entering Every Job Twice. Two Zaps Fixed It.

They Were Re-Entering Every Job Twice. Two Zaps Fixed It.

Jul 22, 2026

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.

The Zap That Kept Crashing: How a Media Publisher Fixed a Google Sheets–HubSpot Sync in One Session

The Zap That Kept Crashing: How a Media Publisher Fixed a Google Sheets–HubSpot Sync in One Session

Jul 22, 2026

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.