Novi AMS + Slack + Filter by Zapier + Formatter by Zapier

Send direct Slack messages for new Novi AMS tasks

Streamline your internal communications by keeping your team up-to-date with their new tasks. As new tasks are created in Novi AMS, this integration will send a Slack message to the assigned person with the details.

When this happens...
Member Activity Created
Triggers when a member activity is created.
TriggerInstant
automatically do this...
Only continue if...
Set up rules to specify when this Zap can continue running.
ActionFilter
then do this...
Find Member
Find a member by unique Id, name, parent name, or email address.
ActionSearch
then do this...
Find User by Email
Finds a user by matching against their email instead of their username.
ActionSearch
then do this...
Date / Time
Work with dates and times to change formatting or add/subtract time (with line-item support).
ActionWrite
then do this!
Send Direct Message
Send a direct message to a user or yourself from the Slackbot. Can also schedule a message for later.
ActionWrite

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Supported triggers and actions

What does this mean?

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 TypeRequired
- SubjectRequired
- DateRequired
- Notes
Action
Write
- Search TypeRequired
Action
Search

- Search TypeRequired
- Customer TypeRequired
- Full NameRequired
- 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
- Trigger for Bot Messages?
Trigger
Instant
Try It

- ChannelRequired
- Trigger for Bot Messages?
Trigger
Instant
Try It
- Channel
- User Name
- Shared
Trigger
Instant
Try It
- ChannelRequired
- Trigger for Bot Messages?
Trigger
Instant
Try It
- Reaction
- Channel
- User
Trigger
Instant
Try It
New User
Triggers when a new Slack user is created / first joins your org.
Trigger
Instant
Try It
- ChannelRequired
- UsersRequired
Action
Write
- Send Multi Message
- Message TextRequired
- Send as a bot?
- Bot Name
- Bot Icon
- Include a link to this Zap?
- Attach Image by URL
- Auto-Expand Links?
- Link Usernames and Channel Names?
- Schedule At
- Zap Id
Action
Write
- ChannelRequired
- Message TextRequired
- Send as a bot?
- Bot Name
- Bot Icon
- Include a link to this Zap?
- Attach Image by URL
- Auto-Expand Links?
- Link Usernames and Channel Names?
- Schedule At
- Zap Id
- File
- Thread
- Send Channel Message?
Action
Write
- First Name
- Last Name
- Title
- Email
- User
Action
Write
- Raw Request User Info
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Search QueryRequired
- Sort By
- Sort Direction
Action
Search
- IDRequired
- Return Raw Results?
Action
Search
- UsernameRequired
- Return Raw Results?
Action
Search
- TransformRequired
Action
Write
- TransformRequired
Action
Write

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
- Search TypeRequired
Action
Search
- Only continue if...Required
Action
Filter
New Channel
Triggers whenever a new #channel is created.
Trigger
Instant
Try It
- Include Alias
Trigger
Instant
Try It
- User Name
- Highlight Word
- Trigger for Bot Messages?
Trigger
Instant
Try It
New Pushed Message
Triggers when you click the "Push to Zapier" button from a message in Slack.
Trigger
Instant
Try It
New Saved Message
Triggers when you save a message.
Trigger
Instant
Try It
- TextRequired
- Remind when?Required
- Remind who?
Action
Write
- ChannelRequired
- Message TextRequired
- Send as a bot?
- Bot Name
- Bot Icon
- Include a link to this Zap?
- Attach Image by URL
- Auto-Expand Links?
- Link Usernames and Channel Names?
- Schedule At
- Zap Id
- File
- Thread
- Send Channel Message?
Action
Write
- Channel NameRequired
Action
Write
- ChannelRequired
- TopicRequired
Action
Write
- Status Text
- Status Emoji
- Expiration Time
Action
Write
Delete Message
This action deletes an existing message in a specific channel on Slack. You need to provide the channel ID and the message timestamp as inputs.
Action
Write
- EmailRequired
- Return Raw Results?
Action
Search
- Full NameRequired
- Return Raw Results?
Action
Search
- TransformRequired
Action
Write
- TransformRequired
Action
Write

About Novi AMS

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

Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Slack

Slack is a platform for team communication: everything in one place, instantly searchable, available wherever you go. Offering instant messaging, document sharing and knowledge search for modern teams.

Learn more Help

Related categories

Team Chat

Similar apps

Chatwork

Team Chat

Microsoft Teams

Microsoft, Team Chat

Twist

Team Chat

About Filter by Zapier

Only allow a Zap to proceed when a certain condition is met. For example, if you're sending a text message when you receive a new email, you could use a Filter that only sends a text message when the email received is from a certain address.

Help

Related categories

About Formatter by Zapier

Data isn't always in the format you need. Perhaps a date is in International format, but your app needs it in American format. Or maybe you need to Title Case a subject, truncate text for a Tweet, or turn Markdown text into HTML for your blog. Zapier's Formatter tool can help.

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Novi AMS + Slack + Filter by Zapier + Formatter by Zapier

Send direct Slack messages for new Novi AMS tasks

Member Created

Order Created

Member Updated

Fields to Watch

Creates Member Activity

SubjectRequired

DateRequired

Notes

Find Member

Search TypeRequired

Find Member

Search TypeRequired

Customer TypeRequired

Full NameRequired

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

New Public Message Posted Anywhere

Trigger for Bot Messages?

New Message Posted to Channel

ChannelRequired

Trigger for Bot Messages?

New File

Channel

User Name

Shared

New Message Posted to Private Channel

ChannelRequired

Trigger for Bot Messages?

New Reaction Added

Reaction