Our customers are constantly looking for ways to automate workflows to save time and better serve their members.
In this roundtable, customers show off their crafty automation using Zapier.
Looking for a consultant who can help you set up Zaps? Contact Michael (Misha) Getter
Topics Include:
How to get started with Zaps
What Zapier plan is right for your association
Add custom field values to customers who purchase specific products or register for specific events
Using Zapier to bulk update custom field values for records
Connecting Novi to other platforms that do not have a Novi integration
Create new member records when people register for events with a guest record
Creating tasks for staff when specific actions occur
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