Roundtable Recap: Zapier Integration - Email

June 27, 2023

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.

Quick Links:

• Advanced - Zapier Integration

• Zapier Help Center

• Zapier Quick Start Guide (Recommended)

• Zapier 101

• Zapier Automation Inspiration