This is series of short posts illuminating various process automation ideas.
Sometimes it is hard to come up with the very first idea of what to automate. To help you get started with Zapier, in this article I will share Zapier-based automations built by various associations.
Set a custom field value in response to a person registering for an event:
Membership team wanted to capture their members' interests whenever they registered to attend an event with certain subject matter. Team has created a multi-select custom field on the Person object with a variety of subject matter categories.
Whenever a person registered for an event that contained a subject name in its title, Zapier would add this category to the custom field, if it did not already exist.
Having dynamic Novi groups based on the persons' interests custom field synced with Mailchimp allowed for automated placement of event attendees into the marketing segments designed around specific areas of member interests.
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