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Novi AMS

CRM (Customer Relationship Management)

Track updated Novi AMS members by creating member activities in Novi AMS

Stay updated with every change happening in the Novi AMS app with this workflow. As soon as a member's information is updated in the Novi AMS app, a corresponding member activity is created, providing seamless record keeping and ensuring no important change goes unnoticed. This automation aids in efficient member management and oversight, strengthening your administrative tasks within the app.

Stay updated with every change happening in the Novi AMS app with this workflow. As soon as a member's information is updated in the Novi AMS app, a corresponding member activity is created, providing seamless record keeping and ensuring no important change goes unnoticed. This automation aids in efficient member management and oversight, strengthening your administrative tasks within the app.

  1. When this happens...
    Novi AMSNovi AMS
    Member Updated

    Triggers when a member is updated.

    TriggerInstant
  2. automatically do this!
    Novi AMSNovi AMS
    Creates Member Activity

    Triggers when a member activity is created.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Novi AMS triggers, actions, and search

    Member Created

    Triggers when a member is created.

    Trigger
    Instant
    Try It
  • Novi AMS triggers, actions, and search

    Order Created

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

    Trigger
    Instant
    Try It

    • Fields to Watch

    Trigger
    Instant
    Try It

    • Activity TypeRequired

    • SubjectRequired

    • DateRequired

    • Notes

    Action
    Write
  • Novi AMS triggers, actions, and 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 IDRequired

    • 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
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About Novi AMS

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

  • CRM (Customer Relationship Management)

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