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Novi AMS Integration

ApproveThis manages your Novi AMS Integration approvals.

April 17, 2025

Integration Category: Crm

When Member Management Meets Approval Automation

Let's be real - associations have enough on their plates without playing hide-and-seek with approval requests. Between new member onboarding, event logistics, and budget approvals, most teams are one missed email away from complete chaos. That's where pairing Novi AMS with ApproveThis changes the game.

Novi AMS keeps your member data tidy in QuickBooks, while ApproveThis acts like the bouncer at the door of your operations. Together through Zapier, they create an automatic paper trail that would make even the most meticulous board member smile. No more "I never saw that request" excuses. No more duplicate data entry. Just clean handoffs between systems that actually talk to each other.

Why This Combo Works for Growing Associations

Most AMS platforms help you manage members - not the approval bottlenecks that come with them. ApproveThis fills that gap by adding guardrails without bureaucracy. Here's what happens when you connect these two:

  • New member applications trigger instant approval workflows
  • Budget changes sync automatically between systems

The real kicker? Approvers don't need Novi AMS licenses. Your external partners or board members can greenlight requests directly from their inbox while keeping your member data secure. No extra software costs, no training seminars - just decisions made faster.

Real-World Use Cases That Actually Matter

1. Member Onboarding That Doesn't Suck

Picture this: Your trade association gets 50 new member applications during a conference. Instead of manually forwarding each one for review, Novi AMS triggers ApproveThis workflows the second applications hit your system. Finance checks dues payments, membership chairs vet qualifications, and nobody drowns in spreadsheets.

How it works: Zapier detects new Novi AMS member entries → ApproveThis pings designated approvers → Once approved, Novi automatically activates membership benefits. Denied? The system flags applications for follow-up without manual tracking.

2. Budget Approvals That Keep Up With Events

Nonprofits know this pain: You finalize an event budget in Novi AMS, then spend days chasing signatures. Connect the two systems and watch what happens. Any budget edit over $5k? Auto-route to your treasurer. Venue deposit due? Triggers approval reminders 72 hours before deadline.

Secret sauce: ApproveThis' calculated fields cross-reference Novi AMS transaction histories. If a vendor payment matches past approved amounts, it skips straight to processing. New payee? That's when human eyes get involved.

3. Compliance Without the Headache

Healthcare associations and certification bodies live under microscopes. Member credential updates in Novi AMS now require documented approvals. ApproveThis adds timestamped audit trails showing who approved what changes and when - crucial for compliance reports.

Pro tip: Set up sequential approvals where legal reviews changes before HR. If someone's OOO, delegation rules keep things moving. All activity logs feed back into Novi AMS member profiles automatically.

Features Your Team Will Actually Use

Beyond basic approvals, here's where ApproveThis adds muscle to your Novi AMS setup:

Approval thresholds: Auto-approve routine member renewals under $1k, flagging only exceptions for review. Cuts approval volume by 40-60% for most associations.

Mobile-ready emails: Board members approve event sponsorships from their phones during conferences. No app installs required - just tap "Approve" in the email.

Cross-team visibility: Marketing sees approved speaker honorariums in Novi AMS, while finance tracks the same numbers for budgeting. Single source of truth, updated in real time.

Setting This Up Without Losing Your Mind

If you can order pizza online, you can connect these systems. Here's the playbook:

  1. Create your free Zapier account
  2. Choose Novi AMS as trigger app
  3. Pick ApproveThis as action app
  4. Test with one membership type

Most teams get their first workflow live in under 20 minutes. Pro tip: Start with new member approvals before tackling complex budgets. Novi AMS changes propagate instantly, so no need for IT help.

Who Benefits Most (Besides Your Sanity)

Membership teams: Stop being human routers between applicants and committees. Auto-route based on membership type or dues amount.

Finance teams: ApproveThis' calculated fields auto-flag discrepancies between Novi AMS invoices and purchase orders. No more spreadsheet detective work.

Event planners: Session proposals get approved before they hit Novi AMS calendars. Speakers get confirmations faster, reducing drop-offs.

The Bottom Line

ApproveThis isn't another tool - it's the missing link between Novi AMS data and actual decisions. By automating the approval grunt work, your team can focus on what matters: growing membership, improving events, and keeping your community engaged.

Ready to stop chasing approvals? Register for ApproveThis or schedule a demo to see live workflows. First 50 signups get our "Approval Autopilot" playbook free.

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Integrate with Novi AMS Integration and get 90 days of ApproveThis for free.

After you create a Zapier integration, please email us at support@approve-this.com with your account name and we'll add 3 months of ApproveThis to your account. Limit one redemption per account.

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Best Approval Workflows for Novi AMS

Suggested workflows (and their Zapier components) for Novi AMS

Create approval requests for new Novi AMS members

When a new member is added to your association with Novi AMS, streamline your approval process by automatically creating an approval request. This ensures all member additions are reviewed and approved efficiently using ApproveThis.

Zapier Components

Novi AMS Logo

Trigger

Member Created

Triggers when a member is created.

Action

Create Request

Creates a new request, probably with input from previous steps.

Log activities for approved/denied requests via Novi AMS

Automatically log member activities in Novi AMS when approval requests are completed in ApproveThis, keeping your member records updated with the latest approval statuses.

Zapier Components

Trigger

A Request Is Approved/Denied

Triggers when a request is approved or denied.

Novi AMS Logo

Action

Creates Member Activity

Creates member activity.

Initiate approval requests for updated Novi AMS members

Ensure all updates to member information in Novi AMS undergo review by automatically initiating an approval request whenever member details are modified, facilitating a structured validation process with ApproveThis.

Zapier Components

Novi AMS Logo

Trigger

Member Updated

Triggers when a member is updated.

Action

Create Request

Creates a new request, probably with input from previous steps.

Update Novi AMS members on new approval requests

Whenever a new approval request is received in ApproveThis, keep your Novi AMS member database current by automatically updating the relevant member record to reflect the initiation of an approval process.

Zapier Components

Trigger

New Request

Triggers when a new approval request workflow is initiated.

Novi AMS Logo

Action

Updates Member

Updates a member.