Workflow Automation and AI Blog from Connex

Connect Filevine to Ventoro with Zapier: which triggers and actions to use, how to handle auth and field mapping, plus a launch checklist to ship reliably.

Need a Zapier webhook redirect but cannot control headers, body, or 302s? Learn why Webhooks by Zapier fails verification and how RelayHook fixes it.

Slow Notion dashboards come from loading too many heavy views. Keep one master database and add filtered linked database views per role to speed pages up.

Fix NetSuite work order PDFs in Advanced PDF/HTML: correct field mappings, cut extra blank pages, add due dates, and show bin locations for every item type.

Set up Google Distance Matrix API in Zapier: create a Google Cloud project, enable billing, generate an API key, and apply safe restrictions so your Zap runs.

Bullhorn API token refresh issues in Zapier usually mean the wrong restUrl, a stale refresh_token, or mismatched BhRestToken sessions. Use this checklist to fix it.

Troubleshoot Zapier errors step by step. Learn to decode error messages, use Zap History, replay runs safely, and prevent timeouts, expired data, and rate limits.

Fix Zapier timeout errors fast: identify the failing step, replay runs, prevent expired data issues, and build resilient automations that don’t time out.

An honest look at Keragon—the HIPAA-compliant automation platform for healthcare workflows. Features, pricing, limitations, and how it compares to Zapier.

Connect Shopify to a call center with Zapier for ecommerce teams. Reps get real-time order data and caller ID on every inbound call — no manual lookup needed.

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.

Learn how Notion page-level access and database permission rules let you share a secure client portal so guests only see their own records via linked views.