# Workflow Automation

Posts

Fix purchase order item entry with unit-of-measure pricing (vendor pricing + BOM math)

Fix purchase order item entry with unit-of-measure pricing (vendor pricing + BOM math)

Oct 14, 2026

Model vendor units and conversion factors, preserve issued PO prices, and calculate BOM costs without losing precision or rewriting purchasing history.

Zapier + Hunter.io lead enrichment automation (form + loops)

Zapier + Hunter.io lead enrichment automation (form + loops)

Oct 14, 2026

Build a two-Zap lead enrichment workflow with one loop per Zap, Hunter Domain Search, contact review, duplicate checks, and optional Salesforce sync.

Automate vendor invoice intake in Applied Epic via API

Automate vendor invoice intake in Applied Epic via API

Oct 13, 2026

Epic API invoice processing automation for Applied Epic: watch the AP inbox, attach vendor PDFs to the right record, and create activities. See the build plan.

Podcast marketing kit as a database (automated tasks)

Podcast marketing kit as a database (automated tasks)

Oct 13, 2026

Build a podcast marketing kit database for automated posting assignments: owner, channel, due date, and ready-to-post copy, plus Slack and email reminders.

Shopify product customization: variants and file uploads

Shopify product customization: variants and file uploads

Oct 13, 2026

Need Shopify product customization with file uploads? See how variants, line-item properties, and apps handle multi-file uploads, conditional fields, and notes.

Inbound Calls Into the CRM: A Home Services Case Study

Inbound Calls Into the CRM: A Home Services Case Study

Oct 12, 2026

A Virginia landscaping company lost leads because call transcripts never reached JobNimbus. See how Make automations closed the gap over 3.5 years.

How a Multi-Office Senior Home Care Company Automated 42 Weekly CRM Reports into One Live Dashboard

How a Multi-Office Senior Home Care Company Automated 42 Weekly CRM Reports into One Live Dashboard

Oct 12, 2026

How a multi-office senior home care company automated 42 weekly CRM reports into BigQuery and one live Looker Studio dashboard using Pipedream.

Zapier to Pipedream: Real-Time Call Routing Case Study

Zapier to Pipedream: Real-Time Call Routing Case Study

Oct 12, 2026

See how a small pay-per-call call center used a Zapier to Pipedream migration to get real-time call routing, IP-based fraud checks, and agent analytics.

How to automate BambooHR pension-report CSVs after payroll

How to automate BambooHR pension-report CSVs after payroll

Oct 9, 2026

BambooHR pension report automation: generate compliant CSVs right after payroll, validate required fields, and deliver the files securely over SFTP.

Notion ops system to replace Asana + spreadsheets

Notion ops system to replace Asana + spreadsheets

Oct 9, 2026

Build a Notion operations system to replace Asana and spreadsheets: six connected databases, field report forms, rollups, and campaign views your team will use.

UK Sign Maker Scales Rollouts with Quickbase + SharePoint

UK Sign Maker Scales Rollouts with Quickbase + SharePoint

Oct 9, 2026

See how a ~80-person UK signage manufacturer used Quickbase and SharePoint to launch rollout programmes from a template and track every site in one dashboard.

Zapier next-gen Zaps migration: audit + governance checklist

Zapier next-gen Zaps migration: audit + governance checklist

Oct 9, 2026

Zapier next-gen Zaps migration checklist: audit existing Zaps, map connection and API dependencies, and add governance controls before you migrate.