Popular ways to use Novi AMS workflows

• Send Slack messages when new members are pending approval in Novi AMS

  

  by Zapier

  Zapier

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  Novi AMS, Filter by Zapier, Slack

  Novi AMS + Filter by Zapier + Slack

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  1. 

     When this happens

     Step 1: Member Created

  2. 

     Then do this

     Step 2: Only continue if...

  3. 

     Then do this

     Step 3: Send Channel Message

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  Send Slack messages when new members are pending approval in Novi AMS

  

  by Zapier

  Zapier

  Send Slack messages when new members are pending approval in Novi AMS

  Try it

  • 
  • 
  • 

  Novi AMS, Filter by Zapier, Slack

  Novi AMS + Filter by Zapier + Slack

• Send direct Slack messages for new Novi AMS tasks

  

  by Zapier

  Zapier

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  Novi AMS, Filter by Zapier, Slack, Formatter by Zapier

  Novi AMS + Filter by Zapier + Slack + 1 more

  More details

  1. 

     When this happens

     Step 1: Member Activity Created

  2. 

     Then do this

     Step 2: Only continue if...

  3. 

     Then do this

     Step 3: Find Member

  4. 

     Then do this

     Step 4: Find User by Email

  5. 

     Then do this

     Step 5: Date / Time

  6. 

     Then do this

     Step 6: Send Direct Message

  See Zap detailsTry it

  Send direct Slack messages for new Novi AMS tasks

  

  by Zapier

  Zapier

  Send direct Slack messages for new Novi AMS tasks

  Try it

  • 
  • +4
  • 

  Novi AMS, Filter by Zapier, Slack, Formatter by Zapier

  Novi AMS + Filter by Zapier + Slack + 1 more

• Record new SurveyMonkey responses on members' records in Novi AMS

  

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  Zapier

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  SurveyMonkey, Novi AMS

  SurveyMonkey + Novi AMS

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  1. 

     When this happens

     Step 1: New Response Notification With Answers

  2. 

     Then do this

     Step 2: Find Member

  3. 

     Then do this

     Step 3: Creates Member Activity

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  Record new SurveyMonkey responses on members' records in Novi AMS

  

  by Zapier

  Zapier

  Record new SurveyMonkey responses on members' records in Novi AMS

  Try it

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  SurveyMonkey, Novi AMS

  SurveyMonkey + Novi AMS

• Create member notes in Novi AMS for new Google Forms responses

  

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  Zapier

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  Google Forms, Novi AMS

  Google Forms + Novi AMS

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  1. 

     When this happens

     Step 1: New Form Response

  2. 

     Then do this

     Step 2: Find Member

  3. 

     Then do this

     Step 3: Creates Member Activity

  See Zap detailsTry it

  Create member notes in Novi AMS for new Google Forms responses

  

  by Zapier

  Zapier

  Create member notes in Novi AMS for new Google Forms responses

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  Google Forms, Novi AMS

  Google Forms + Novi AMS

• Track new Microsoft Outlook emails on member timelines in Novi AMS

  

  by Zapier

  Zapier

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  Microsoft Outlook, Novi AMS

  Microsoft Outlook + Novi AMS

  More details

  1. 

     When this happens

     Step 1: New Email

  2. 

     Then do this

     Step 2: Find Member

  3. 

     Then do this

     Step 3: Creates Member Activity

  See Zap detailsTry it

  Track new Microsoft Outlook emails on member timelines in Novi AMS

  

  by Zapier

  Zapier

  Track new Microsoft Outlook emails on member timelines in Novi AMS

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  Microsoft Outlook, Novi AMS

  Microsoft Outlook + Novi AMS

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  Member Created

  Triggers when a member is created.

  Trigger

  Instant
• 

  Member Activity Created

  Triggers when a member activity is created.

  Trigger

  Instant
• 

  Order Created

  Triggers when an order is created (with line item support).

  Trigger

  Instant
• 

  Event Registration Created

  Triggers when a Event Registration is created (with line item support).

  Trigger

  Instant
• 

  Member Updated

  Triggers when a member is updated.

  Trigger

  Instant
• 

  Event Registration Updated

  Triggers when a Event Registration is updated (with line item support).

  Trigger

  Instant
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  Creates Member Activity

  Creates member activity.

  Action

  Write
• 

  Updates Member

  Updates a member.

  Action

  Write
• Novi AMS

  Find a member by unique Id, name, parent name, or email address.

  Scheduled

  Action

• Novi AMS

  Finds an Event Registration based on unique Id or full name. Optionally by event.

  Scheduled

  Action

• Novi AMS

  Find a member by unique Id, name, parent name, or email address. Optionally, create one if none are found.

  Scheduled

  Action