Roundtable Recap: Zapier Show & Tell

November 15, 2023 Novi Customers Discuss Creative Zapier Automation

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

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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

Quick Links:

• Advanced - Zapier Integration

• Zapier Help Center

• Zapier Quick Start Guide (Recommended)

• Zapier 101

• Zapier Automation Inspiration