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Nova CRM Zapier integrationAutomate Nova CRM with Zapier.

The Nova CRM Zapier integration offers 4 triggers, 9 actions and 0 searches. The actions do the heavy lifting: create real estate contacts, tag them, assign an agent, book a viewing. The four triggers are polling ones and mostly watch your settings.

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Overview

What the Nova CRM Zapier integration does for a real estate team

Nova CRM is a lead management CRM for real estate. The Nova CRM Zapier integration connects it to your portals, forms and calendars without code: when something happens in another app, Zapier creates, tags, assigns or schedules the matching contact in Nova CRM for you.

Three results justify the setup. Every enquiry lands in the pipeline: a form or a property portal sends a new lead, and Create a Contact files it with the right stage and source. The right agent gets it straight away: Assign Agent to Contact hands the lead to a named agent, and Create Task to a Contact puts the callback in their day. Viewings stop living in inboxes: a booking made elsewhere becomes an appointment through Create Appointment Event to a Contact.

The flip side is on the trigger side. Nova CRM has no trigger for a new contact, a stage change or a booked viewing. Its four triggers watch agents, sources, stages and tags, and all of them are polling ones. Nova CRM can feed on events from other tools, but it rarely starts a Zap that sends contacts elsewhere.

There is also no delete step, and Find a Contact sits among the actions rather than in a separate search list. If you are weighing platforms, start with the Make vs Zapier and n8n vs Zapier comparisons.

Vocabulary

Zapier vocabulary in one minute

Seven words carry this page. One read is enough.

Zap
The automation you build in Zapier: one trigger, then one or more actions that run every time the trigger event happens.
Trigger
The event that starts the Zap, such as a new enquiry in a form, or a new tag in Nova CRM. Once the Zap is on, Zapier waits for it.
Action
What the Zap does once it has started: the step that creates, tags, assigns or schedules something for you in Nova CRM.
Task
The unit Zapier bills: one action your Zap completes successfully. Your plan is a count of those.
Polling vs instant
A polling trigger is checked on a timer and only keeps what is new. An instant one is reported by the app at once. All four Nova CRM triggers poll.
Filter
A step that lets the Zap continue only when what arrived meets your condition, and stops it otherwise.
Connection
Your Nova CRM account linked to Zapier once, then reused by every step that touches Nova CRM.
Cost

What a Nova CRM Zap really costs

Zapier bills actions, never triggers. Nova CRM is not a premium app, so it runs from the free plan.

  • Free plan100 tasks a month, two-step Zaps only
  • TriggerNever costs a task
  • Premium appNo, available on every plan

Each action that succeeds is one task; a failed one is not counted, and checking Nova CRM for new items costs nothing, however often it happens. The free plan stops at two steps, one trigger and one action. Creating a contact and then assigning an agent is already three steps, so that Zap needs a paid plan, as does any filter. The four Nova CRM triggers poll, so the grid below sets how quickly they react.

Connect

Connect Nova CRM to Zapier in three steps

  1. 01

    Open the connections page

    In your Zapier account, open the Apps page and click + Add connection. A dialog opens with a search box: type Nova CRM and pick it from the list of results.

  2. 02

    Sign in to Nova CRM

    Click Add connection. A new tab opens on Nova CRM: sign in with the workspace account the Zaps should act for. You need write access to any contact you do not own yourself.

  3. 03

    Grant access

    Allow Zapier to reach the workspace. The connection now shows up in every Nova CRM step, with your agents, stages, sources and tags ready to pick from the dropdowns.

First Zap

Your first Nova CRM Zap: welcome every new agent in the team chat

GoalWhen a new agent shows up in your Nova CRM workspace and matches your condition, the team chat announces it, so colleagues know who now takes enquiries.

  1. 01

    Create the Zap

    Start a new Zap, choose Nova CRM as the app that starts it and Active Agents as the event. Select the connection you added earlier.

  2. 02

    Test the trigger

    Run the test. Zapier brings back the three most recent agents of your workspace, so you map the next steps on a real person instead of a blank record.

  3. 03

    Add the filter

    Click the plus icon and add Filter. Pick a field of the agent, a rule and a value. Use a text rule on text: a rule of the wrong type never lets anything through.

  4. 04

    Add the message

    Add your chat app and choose its message action. Write the welcome text and drop in the agent's name from the trigger, then test this step on its own.

  5. 05

    Publish

    Click Publish. The filter makes it a multi-step Zap, so it runs on a paid plan. Remember the trigger polls: on Professional, Zapier checks for new agents every 2 minutes.

Triggers

The 4 Nova CRM triggers

4 events start a Zap when something happens in Nova CRM. Zapier checks for them at the interval your plan allows.

1

Active Agents

Polling trigger

In Zapier“Returns all the agents in your NOVA workspace”

Watches the list of agents in your Nova CRM workspace and starts the Zap when Zapier spots one it has not seen before. Its first job is to feed the agent dropdown in other steps, such as Assign Agent to Contact.

How it fires
Zapier goes and looks at regular intervals, and how often depends on your plan: every 15 minutes on the free one
When to use it
when a new agent joins the agency, add them to your team chat or your onboarding checklist.
Watch out
it reacts to agents it discovers, not to changes on agents already listed.
2

Sources

Polling trigger

In Zapier“Get Sources from Nova CRM and bind when creating Objects”

Reads the lead sources configured in Nova CRM, the labels that say where a contact came from. Zapier uses them to fill the source field when a step creates a record, and a new source can also start a Zap.

How it fires
Zapier goes and looks at regular intervals, and how often depends on your plan: every 15 minutes on the free one
When to use it
log each new source in a reporting sheet so marketing tracks every channel you add.
Watch out
a source has to exist here before Create a Contact can use it.
3

Stages

Polling trigger

In Zapier“Get Stages from Nova CRM and bind when creating Objects”

Lists the pipeline stages of your Nova CRM workspace, from first contact to closed deal. Its main role is to supply the stage choices in Create a Contact and Update a Contact Stage, and a newly added stage can start a Zap.

How it fires
Zapier goes and looks at regular intervals, and how often depends on your plan: every 15 minutes on the free one
When to use it
alert the team lead when someone adds a stage, so reports and Zaps get updated too.
Watch out
it does not fire when a contact moves between stages, only when a stage appears.
4

Tags

Polling trigger

In Zapier“Tags from Nova CRM are fetched from here.”

Fetches the tags defined in Nova CRM, the free labels you stick on contacts. Add Tags to a Contact relies on it for its picker, and a tag Zapier has not met before can start a Zap of its own.

How it fires
Zapier goes and looks at regular intervals, and how often depends on your plan: every 15 minutes on the free one
When to use it
mirror each new tag in your email tool, so segments stay in step with the CRM.
Watch out
putting a tag on a contact does not fire it; only a brand new tag does.
Actions

The 9 Nova CRM actions

Nova CRM gives you 9 actions. For each one: what it does for you, when to reach for it, and what to watch out for.

1

Add Tags to a Contact

Action

In Zapier“Add Tag on a Contact based on its identifier.”

Sticks one or more tags on a contact found by phone, email or Nova CRM ID, which keeps segments clean without manual sorting.

When to use it
tag everyone who downloaded a brochure for a new development.
Watch out
both the identifier and the tags are required.
2

Assign Agent to Contact

Action

In Zapier“Assigns Agent to a Contact in Nova CRM”

Hands a contact to a named agent, so ownership is clear from the first minute.

When to use it
route enquiries from a given area to the agent who covers it.
Watch out
the Assign to Self choice is required too, so decide whether the connected account takes the lead or the agent you picked.
3

Create a Complete Contact

Action

In Zapier“Create a Complete Contact in Nova CRM.”

Builds a fuller contact record in one go, for when the source app already holds most of the details about the person.

When to use it
a signed mandate or a detailed valuation request carries everything you know about a seller.
Watch out
the First Name and the Country Code are both required, so the source app must provide a country code for each contact.
4

Create Appointment Event to a Contact

Action

In Zapier“Creates a Appointment Event in the Nova CRM app.”

Books an appointment on a contact's record, with its place, its type and its start and end.

When to use it
a viewing is booked through your online scheduler and should show in Nova CRM.
Watch out
nine fields are required, from title and location to the start and end dates and times; map each one from the booking.
5

Create a Contact

Action

In Zapier“Creates a Lead in the Nova CRM.”

Files a new lead in Nova CRM with a first name, a stage and a source, the minimum the pipeline needs to place it.

When to use it
a buyer fills in an enquiry on your website or a property portal.
Watch out
stage and source are required and must already exist in your workspace.
6

Create Note for a Contact

Action

In Zapier“Create a Note on the Lead Object in Nova CRM.”

Writes a note on an existing contact, found by email or phone, so the agent sees the context before the next call.

When to use it
a buyer replies to a listing email with questions about the property.
Watch out
the identifier and the Content are required; a wrong email leaves the note nowhere.
7

Create Task to a Contact

Action

In Zapier“Create a Task on the Contact Object in Nova CRM.”

Puts a dated to-do on a contact, so a person follows up at the right moment.

When to use it
a new enquiry needs a callback booked at a precise time.
Watch out
title, type, date and time are all required, along with the contact's email or phone.
9

Update a Contact Stage

Action

In Zapier“Updates a Contact Stage inside Nova CRM”

Moves a contact to another stage of your pipeline, the only update step this integration offers.

When to use it
an offer is signed in your e-signature tool and the buyer should move forward.
Watch out
the target stage has to exist, and the contact is found by phone, email or Nova CRM ID.
When it breaks

When a Nova CRM Zap breaks

Zapier links no help article to Nova CRM, so these are the general traps that weigh most on a real estate pipeline.

Most broken Nova CRM Zaps fall into one of these four cases, each with a fix you can apply in the editor. If one keeps resisting, head to the Zapier troubleshooting page.

  • Old enquiries never come through

    A Zap only reacts to what happens after it is switched on. Leads already sitting in your form or portal stay there; importing them is a separate job.

  • The Zap triggers itself in a loop

    A Zap that starts on a new Nova CRM tag and then creates tags itself can set itself off again. Tasks drain fast; keep the trigger and the action apart.

  • A bulk import gets held back

    If the starting app suddenly returns a huge batch, after a portal migration for example, Zapier's flood protection can hold it back instead of creating every contact.

  • Each item fires once, never twice

    On the polling triggers, Zapier remembers what it has already seen. Renaming an agent or a tag will not start the Zap again; only a new one does.
Need help

Need help automating Nova CRM with Zapier?

A person reads every message.

FAQ

Nova CRM Zapier integration: frequent questions

01Is the Nova CRM Zapier integration free?
Yes, for two-step Zaps. Nova CRM is not a premium app, so the free plan can use it, with 100 tasks a month and unlimited Zaps. The free plan builds one trigger and one action, for example a form and Create a Contact. Add Assign Agent to Contact or a callback task, or a filter, and the Zap becomes multi-step, which needs a paid plan. No price appears here, because plan grids change too often to stay accurate.
02How many tasks does a Nova CRM Zap use?
One per action that succeeds, each time the Zap runs. Triggers are free, and so is the checking for new items. A Zap that creates a contact, assigns an agent and adds a callback task uses three tasks per enquiry, because every action counts on its own. An action that fails, for instance because a required stage is missing, is not billed. On the free plan's 100 tasks, a busy listing season can empty the month quickly.
03Does Nova CRM work in real time with Zapier?
Not on its own triggers. All four Nova CRM triggers are polling ones: Zapier checks for new agents, sources, stages and tags every 15 minutes on the free plan, every 2 minutes on Professional and every minute on Team and Enterprise. On paid plans you can also run a check by hand from the editor. When the Zap starts from another app, its speed depends on that app's trigger, and the Nova CRM actions run as soon as it fires.
04What does it take to connect Nova CRM to Zapier?
A Nova CRM account and a Zapier account. From the Apps page of Zapier, add a connection, search Nova CRM, sign in on the tab that opens and grant access. Zapier then acts with that account's rights, no more and no less: it only touches what that account can read or edit. Before building, set up the stages, sources, agents and tags the Zaps will pick from, because several actions only accept values that already exist in the workspace.
05Why does Create a Contact fail?
Usually because the stage or the source is missing. Create a Contact requires a first name, a stage and a source, and the last two must match ones already defined in Nova CRM. If the form sends a free-text source that does not exist, the step fails and the lead never reaches the pipeline, although no task is billed. Pick the stage and source from the dropdown as fixed values, or create the missing ones in Nova CRM first.
06What if the Nova CRM operation you need does not exist?
Then the integration cannot do it directly, and it is worth knowing before building. Nova CRM on Zapier has no trigger for a new contact or a stage change, no delete step, and only one update, Update a Contact Stage. Two routes remain: start the Zap from the other tool and write into Nova CRM with an existing action, or ask an automation specialist whether the gap can be covered another way.
07Zapier, Make or n8n for Nova CRM?
It depends on your criteria, not on a winner. Zapier offers Nova CRM ready to use with 13 operations, which suits an agency that wants enquiries flowing in without technical setup. Make and n8n give more control over complex scenarios and how runs are billed, but check first whether each has a ready-made Nova CRM module; without one, you would connect it yourself. Compare on available operations, billing model and who will maintain the flows.
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