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Notis

Review membership details from one member ID

Get the membership record details you need for a constituent question without searching through screens by hand.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Get Membership Details

Why this helps

Answering a membership question can require tracking down the right record and checking several dates and status details.

  • Retrieve membership details by member junction ID.
  • See returned program, status, standing, date, and dues information together.
  • Use supplied context to create a short review summary.

Setup

Build it in a few focused steps.

  • 1Connect Blackbaud and Abstract once in the Notis portal.
  • 2Create an automation in Automations, New Automation, or tell Notis what to do from any channel.
  • 3In one instruction, say to retrieve membership details using the member junction ID in the request and summarize the returned information.
  • 4Choose the webhook trigger and the channel for run reports.
  • 5Test with one real member junction ID and check the returned details.

Questions about this workflow

Does this find a member by name or email?

No. The allowed action retrieves details by member junction ID, so provide that ID in the request.

Can this renew or update a membership?

No. The allowed action retrieves membership details. It does not update membership records.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Abstract to Blackbaud. A trigger fires from one place; an action lands in another.

Abstract triggers

Blackbaud actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Add Gifts To Batch

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Get Gift By ID

ActionInstant

Get Membership Details

ActionInstant

Get Payment Transaction

ActionInstant

OneRoster OAuth2 Base API

ActionInstant

Connect any two apps with Notis in the middle.

Abstract and Blackbaud, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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