Connect Novi AMS to Magic Heidi

Both apps 14Novi AMS 9Magic Heidi 5

• Trigger
  Event Registration Created

  Triggers when someone registers for an event in Novi AMS, including the attendees on the registration.

• Trigger
  Event Registration Updated

  Triggers when an event registration changes in Novi AMS, such as a payment status or attendee update.

• Action
  Creates Member Activity

  Creates an activity (call, meeting, CEU and so on) on a member's record in Novi AMS.

• Action
  Find Event Registration

  Finds event registrations in Novi AMS by attendee name, optionally within one event.

• Action
  Find Member

  Finds members in Novi AMS by full name, email address or parent company name.

• Action
  Get Member

  Returns one member's full record from Novi AMS.

• Action
  Get Order

  Returns one order from Novi AMS, with its line items and purchaser.

• Action
  List Events

  Returns the events in Novi AMS, optionally filtered by name.

• Action
  Updates Member

  Updates a member's name, contact details or notes in Novi AMS.

• Action
  Create Expense

  Creates an expense in your Magic Heidi account, with its amount, VAT rate, category and payment method, and returns the stored expense.

• Action
  Create Invoice

  Creates an unpaid, unsent draft invoice (or quote) in your Magic Heidi account for an existing or new client, and returns the stored invoice with its number and totals.

• Action
  Create Temporary Invoice (Not Saved to Your Account)

  Generates a Swiss QR-bill invoice PDF and returns a download link that expires after 24 hours. The invoice is not saved to your Magic Heidi account.

• Action
  Get Expense

  Fetches an expense by ID. An error occurs if the expense is not found.

• Action
  Get Invoice

  Returns one Magic Heidi invoice or quote, with its lines, client, payments, due date and computed totals.

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