Workflow Automation and AI Blog from Connex

Compare BambooHR Marketplace vs referral partnerships for integration providers. Covers OAuth requirements, security review, listing fees, and a hybrid model.

Planning a Clipfolio to Looker Studio migration? Use this nonprofit playbook to inventory clips, rebuild data sources, validate metrics, and deploy to TVs.

Learn how to automate Google review responses with AI while keeping humans in the loop. Covers Zapier, Make, and 3 trigger options. Get the workflow.

Gmail email threading breaks when RFC headers are missing. Set Message-ID, In-Reply-To, References, and threadId — then add quoted context. See the checklist.

AI agents breaking in production? This fix failed AI playbook covers the 6-step rescue audit: stabilize, diagnose, instrument, remediate, and govern.

No Squarespace access? Forward form emails to a Make mailhook, parse fields, dedupe by email, then upsert contacts and log activities in JobNimbus.

RingCentral call queue concurrency limits: find the cap (queue settings, transfer behavior, SIP trunk) and fix it with this step-by-step load-test checklist.

Build AI appointment confirmation calls that reach leads 24 hours before their visit, capture outcomes, and sync Airtable and Calendly with Zapier.

Build an InvestNext GoHighLevel integration in Zapier: catch webhooks (or email fallback) to create/update contacts, dedupe by email, and link fund opportunities.

How to register a Twilio A2P 10DLC campaign, avoid common rejections, and get SMS working in Zapier. Includes templates and a pre-submit checklist.

Learn how to build a Notion CRM for wedding fairs and event businesses — 4 linked databases, auto-generated task checklists, and follow-up tracking.

Make AI agents let your automation workflows decide which tools to use—no hard-coded branching. Learn structured prompting, guardrails, and multi-agent patterns.