Integrate Novi AMS with Retently

Trigger NPS/CSAT surveys after event registrations or membership renewals, sync member profiles and activity data with Retently to maintain up-to-date feedback records, and use survey responses to improve member engagement strategies.

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About Novi AMS

Novi AMS is association management software designed for organizations using QuickBooks. It supports managing members and their activities, as well as processing orders and event registrations.

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Novi AMS to Retently

1

Member Created

Triggers when a member is created.
2

Order Created

Triggers when an order is created (with line item support).
3

Member Updated

Triggers when a member is updated.
4

Member Activity Created

Triggers when a member activity is created.
5

Event Registration Created

Triggers when an Event Registration is created (with line item support).
6

Event Registration Updated

Triggers when an Event Registration is updated (with line item support).
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Retently to Novi AMS

1

Create Member Activity

Creates member activity.
2

Find Member

Finds a member by unique Id, name, parent name, or email address.
3

Find Member

Finds a member by unique Id, name, parent name, or email address. Optionally, create one if none are found.
4

Update Member

Updates a member.
5

Find Event Registration

Finds an Event Registration based on unique Id or full name, optionally by event.

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