Novi's Zapier Integration is currently in Beta Testing. Search for Novi AMS in Zapier's app store to connect!
Before You Begin
What is Zapier?
Zapier is a tool that helps you automate repetitive tasks between two or more apps—no code necessary.
When a trigger happens in one app, Zapier can tell another app to perform a particular action. Every Zap has a trigger and one or more actions. Novi can be used as either one!
Zapier is For Advanced Users
Please Note: This is an advanced feature. Implementing Zapier for your Association will require some technical skill on your part or time with a paid consultant.
What does "advanced feature" mean?
This does not mean you need to know how to code or be a developer. When we say advanced, we just mean that Zapier users will need logic-based knowledge with a technical mindset.
If you're not afraid to dive into Novi's groups or reporting conditions and have time to learn Zapier and practice with trial and error, Zapier may be a great fit!
Should you need setup guidance, Zapier has a robust help center that includes a directory of Zapier experts.
We at Novi are here to help with questions you have within Novi (such as setting up your API key), but please keep in mind that we won’t have access to your Zapier account and therefore are not able to provide specific support or training for the Zapier software.
Zap: An automated workflow in Zapier that tells your apps to follow this simple command: "When this happens, do that."
Trigger: An event that starts a Zap.
Action: What your Zap does for you.
Task: When a Zap runs, each action it completes counts as one task.
If you're new to Zapier:
Create your Zapier account. They offer a free tier if you want to test it out!
Read through the Zapier Resources above to get familiar with the tool.
Check out Zapier's help section for everything you need to get up and running on Zapier.
To add the Novi App to your account:
Create your API Key. Your API Key will be used to authenticate your connection to Novi when building your Zaps.
Name your API Key intentionally. Example: "Zapier" or "Zapier Integration". This is the name that is used in the audit log and on the activity timeline.
When determining the Scope of your API Key, it's recommended to leave the Event Data and Member Data checked ON while leaving Limit Member Data OFF. This will ensure all triggers and actions within Zapier will have access to your data.
Navigate to My Apps within Zapier and Add Connection. From there, you'll be able to search for Novi in their app store and sync your Novi account using your API Key.
Available Novi Triggers
Member Created - Triggers when a member is created.
Example Use Case: When a new member signup is pending approval, send a message to a Slack channel. (Beginner)
Zap Flow: Novi: Member Created Trigger > Filter by Zapier: Approved contains false > Slack: Action
Member Updated - Triggers when a member is updated.
Example Use Case: When a member's name is changed, send a message to a Slack channel. (Beginner)
Zap Flow: Novi: Member Record Updated, watch field: Name > Slack: Action
Example Use Case: When a person loses their inheriting member benefits from their company, send a Slack message. (AKA: A person is unlinked from a member parent company.) (Beginner)
Zap Flow: Novi: Member Updated, watch field: Membership Status > Filter by Zapier: Member Status contains non_member > Slack: Action
Example Use Case: When a member is added to or removed from a group, log an activity on their timeline. (Intermediate)
Zap Flow: Novi: Member Record Updated > Filter by Zapier: Groups Group Unique ID contains "Group API Key" > Novi: Create Activity Action
Example Use Case: When a custom field is given a specific value, send a Slack message. (Intermediate)
Zap Flow: Novi: Member Record Updated > Filter by Zapier: "Field Name" contains "Specific Value" > Slack: Action
Member Activity Created - Triggers when a member activity is created.
Example Use Case: When a task is assigned to a specific staff member, send them a slack message. (Intermediate)
Zap Flow: Novi: Member Activity Created > Filter by Zapier: "Assigned to Member" contains "Staff Name" > Filter by Zapier: Activity Type contains Task > Slack: Action
Event Registration Created - Triggers when an Event Registration is created (with line item support.)
Example Use Case: When a new event registration is created, send a Slack message. (Beginner)
Zap Flow: Novi: Event Registration Created Trigger > Slack: Action
Example Use Case: Give event attendees a follow-up action after registration. (Advanced)
Zap Flow: Novi: Event Registration Created > Formatter by Zapier: Text: Split Text: All as Line Items > Looping by Zapier: Create Loop From Text > Final Action(s)
Event Registration Updated - Triggers when an Event Registration is updated (with line item support).
Clarification: This triggers when an event registration is updated. A group of attendees that are registered together are included in one registration. In this trigger, if a single attendee is updated, the entire registration will trigger in Zapier.
Example Use Case: When an event registration is updated, send a Slack message. (Beginner)
Zap Flow: Novi: Event Registration Created Trigger > Slack: Action
Order Created - Triggers when an order is created (with line item support).
Example Use Case: Automate order fulfillment. (Beginner)
Zap Flow: Order Created > Filter by Zapier: Order Items Name contains "Item Name" > Action
Available Novi Actions
Create & Update Actions
Creates Record - Creates a member.
Example Use Case: Create a record for a non-member sub-company from a Google Form linking them to an existing member company. (Intermediate)
Zap Flow: Google Forms: New Response in Spreadsheet > Novi: Creates Record
Updates Member - Updates a member.
Create Member Activity - Creates member activity.
Example Use Case: Log a SurveyMonkey response on a member's timeline. (Intermediate and requires SurveyMonkey paid account.)
Zap Flow: Survey Monkey: New Response Notification with Answers > Novi: Find Member > Novi: Create Activity
A Find action is commonly used in conjunction with an Update action so Zapier knows which record to update.
If you want to update a different record in an app every time your Zap runs, you'll need to use a search step to find that record first. Search steps are a way to find existing data in your apps that later actions in your Zap can reference and use. Read more about search steps.
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. Optionally, create one if none are found.
In the example below, a Trigger in SurveyMonkey is creating an Action in Novi and Slack, and utilizing the Filter and Find actions. In this example, a Zap counts as 4 tasks each time it runs.