Microsoft Outlook integration with Novi AMS
How to Track new Microsoft Outlook emails on member timelines in Novi AMS
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Track new Microsoft Outlook emails on member timelines in Novi AMS" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Novi AMS integrations
Novi AMS actions
Nekton can use any feature that is available in Novi AMS API.
Using our advanced AI, you can easily create custom automations for Novi AMS.
Here are some typical actions you can do in your automated workflows.
Creates Member Activity
Creates member activity.
Find Member
Find a member by unique Id, name, parent name, or email address.
Find Member
Find a member by unique Id, name, parent name, or email address. Optionally, create one if none are found.
Updates Member
Updates a member.
Find Event Registration
Finds an Event Registration based on unique Id or full name. Optionally by event.
Member Created
Triggers when a member is created.
About Novi AMS
Novi AMS is association management software for organizations that use QuickBooks.