# Case Study

Posts

From Spreadsheet Chaos to 24/7 Operations: How a Language Access Nonprofit Built a System Their Linguist Network Could Actually Use

Jul 22, 2026

See how a language access nonprofit replaced spreadsheets with an Airtable portal and automated invoicing — recovering 150+ staff hours per year.

How a Mid-Sized Countertop Manufacturer Replaced Their Status-Inquiry Phone Queue with an AI Voice Agent

Jul 22, 2026

How a mid-sized countertop manufacturer replaced their inbound status-inquiry phone queue with an AI voice agent connected to Moraware. Read the case study.

How a Multi-Location Restaurant Group Automated Guest Engagement Across 9 Locations with AI + Zapier

Jul 22, 2026

A Canadian restaurant group with 9 locations automated Google review responses, website chatbots, and social media inboxes using Zapier and AI. Here's how.

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.

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.

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.

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

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.

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.

How a Mid-Sized Travel Call Center Cut Manual Call Review from 8 Hours a Day to Under 1 with AI + Zoho CRM

Jun 30, 2026

A travel call center cut manual call review from 8 hrs to under 1 hr/day using AI + Zoho CRM automation. Here's how the system was built and the results.

How a New York Nonprofit Replaced 5 Fragmented Spreadsheets with One Student Database — and Cut Reporting Prep Time in Half

Jun 30, 2026

NYC nonprofit replaced 5 spreadsheets with one Airtable database. Connex built enrollment, attendance, and alumni tracking in a 4-month engagement.

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.