Connect Cardtapp and Novi AMS to unlock the power of automation

No credit card required
Free forever for core features
14-day trial for premium features and apps

Choose a Trigger

Choose an Action

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate Cardtapp with Novi AMS - no code necessary. See how you can get setup in minutes.

100%

Help

1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Tapper Created" from Cardtapp.

Add your action

An action happens after the trigger—such as "Creates Member Activity" in Novi AMS.

You’re connected!

Zapier seamlessly connects Cardtapp and Novi AMS, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

Tapper Created
Triggers when a new Tapper is created.
Trigger
Instant
Try It
- Name
  Required
- Phone
- Tags
- E-Mail
- Send Share
- Note
- Lead Source
- Cobranded With
Action
Write
Member Created
Triggers when a member is created.
Trigger
Instant
Try It
Order Created
Triggers when an order is created (with line item support).
Trigger
Instant
Try It
- Fields to Watch
Trigger
Instant
Try It

- Activity Type
  Required
- Subject
  Required
- Date
  Required
- Notes
Action
Write
- Search Type
  Required
Action
Search

- Search Type
  Required
- Customer Type
  Required
- Full Name
  Required
- Link to Parent Member by Unique ID
- Suffix
- Member Type
- Original Join Date
- Member Since
- Membership Expires
- Email
- Phone
- Job Title
- Mobile
- Fax
- Website
- County
- Billing Address - Address 1
- Billing Address - Address 2
- Billing Address - City
- Billing Address - Zip Code
- Billing Address - State/Province
- Billing Address - Country
- Shipping Address - Address 1
- Shipping Address - Address 2
- Shipping Address - City
- Shipping Address - Zip Code
- Shipping Address - State/Province
- Shipping Address - Country
- Personal Email
- Personal Phone
- Personal Mobile
- Personal Address - Address 1
- Personal Address - Address 2
- Personal Address - City
- Personal Address - Zip Code
- Personal Address - State/Province
- Personal Address - Country
- Notes
- Facebook Url
- LinkedIn Url
- Instagram Handle
- Twitter Handle
- Member Profile
- Hide On Website
- Hide Contact Information
- Unsubscribe From Emails
- Approved
- Auto-Renew
- Auto-Pay
- Is Instructor
Action
Search or write

Tapper Updated
Triggers when a new Tapper is updated.
Trigger
Instant
Try It
- Tapper External ID
  Required
Action
Search
Member Activity Created
Triggers when a member activity is created.
Trigger
Instant
Try It
- Event
Trigger
Instant
Try It
- Event
Trigger
Instant
Try It
- Unique ID
  Required
- Customer Type
- Full Name
- Link to Parent Member by Unique ID
- Suffix
- Member Type
- Original Join Date
- Member Since
- Membership Expires
- Email
- Phone
- Job Title
- Mobile
- Fax
- Website
- County
- Billing Address - Address 1
- Billing Address - Address 2
- Billing Address - City
- Billing Address - Zip Code
- Billing Address - State/Province
- Billing Address - Country
- Shipping Address - Address 1
- Shipping Address - Address 2
- Shipping Address - City
- Shipping Address - Zip Code
- Shipping Address - State/Province
- Shipping Address - Country
- Personal Email
- Personal Phone
- Personal Mobile
- Personal Address - Address 1
- Personal Address - Address 2
- Personal Address - City
- Personal Address - Zip Code
- Personal Address - State/Province
- Personal Address - Country
- Notes
- Facebook Url
- LinkedIn Url
- Instagram Handle
- Twitter Handle
- Member Profile
- Hide On Website
- Hide Contact Information
- Unsubscribe From Emails
- Approved
- Auto-Renew
- Auto-Pay
- Is Instructor
Action
Write
- Search Type
  Required
Action
Search

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

G2 Badge - Most Implementable - Winter 2024

G2 Badge - Leader Mid-Market - Winter 2024

93%

Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect Cardtapp and Novi AMS to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Make work flow with AI

Level up your Cardtapp to Novi AMS integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Cardtapp

Retain customers, capture more referrals, and sell more with your own digital business card app from Cardtapp.

HelpHelp

Related categories

Marketing

About Novi AMS

Novi AMS is association management software for organizations that use QuickBooks.

Learn moreLearn moreHelpHelp