Our customers are constantly looking for ways to automate workflows to save time and better serve their members.

In this roundtable, we walk through how to create a "Zap" that records incoming Outlook emails from members on the Activity Timeline in Novi.

Looking for a consultant who can help you set up Zaps? Contact Michael (Misha) Getter

Note: Creating a similar "Zap" that automatically records outgoing emails to a member's Activity Timeline was discussed during this roundtable. At this time, Zapier does not support this action as a "trigger." We encourage you to contact the Zapier Get Help page to request this functionality.

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