Novi AMS and Salesflare
How to connect Novi AMS
- Via Zapier — 11 operations available. Set it up ↗
What you can automate
- When member Created in Novi AMS, find or create contact in Salesflare.
- When member Activity Created in Novi AMS, find or create contact in Salesflare.
- When order Created in Novi AMS, create opportunity, then find or create contact in Salesflare.
- When member Updated in Novi AMS, find or create contact in Salesflare.
About Novi AMS
Novi AMS is association management software for organizations that use QuickBooks.
Novi AMS operations on Zapier
Triggers (6)
Start a workflow when this happens
- Event Registration Created — Triggers when a Event Registration is created (with line item support).
- Event Registration Updated — Triggers when a Event Registration is updated (with line item support).
- Member Activity Created — Triggers when a member activity is created.
- Member Created — Triggers when a member is created.
- Member Updated — Triggers when a member is updated.
Show 1 more triggers
- Order Created — Triggers when an order is created (with line item support).
Actions (3)
Things Salesflare can make it do
- Creates Member Activity — Creates member activity.
- Find Member — Find a member by unique Id, name, parent name, or email address. Optionally, create one if none are found.
- Updates Member — Updates a member.
Searches (2)
Look up existing records
- Find Event Registration — Finds an Event Registration based on unique Id or full name. Optionally by event.
- Find Member — Find a member by unique Id, name, parent name, or email address.
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