Keep membership details close during seasonal planning
Review the membership record your team needs while planning around changing seasonal conditions.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Membership Details
Retrieve the details and status of a membership.
Why this helps
Seasonal planning can mean repeated trips into constituent records just to confirm status, dates, or dues information.
- Retrieve membership details by the supplied member junction ID.
- See program, status, standing, dates, dues, and associated details in one review.
- Pair the record with available weather planning context.
Setup
Build it in a few focused steps.
- 1Connect AccuWeather and Blackbaud once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis from any channel.
- 3In one instruction, specify the member junction ID to retrieve and how to summarize the membership for seasonal planning.
- 4Pick a recurring schedule trigger and choose where run reports should go.
- 5Test with one real member junction ID and verify the returned membership information.
Questions about this workflow
Can this find members affected by a forecast?
The action retrieves one membership using a member junction ID. A relevant ID or list of IDs must be provided; the workflow does not claim to search members by location.
What details can the action return?
It can retrieve program name, category and subcategory, status and standing, dates, dues information, and associated membership details.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link AccuWeather to Blackbaud. A trigger fires from one place; an action lands in another.
AccuWeather triggers
Blackbaud actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Gifts To Batch
Add gifts to an existing open batch for later processing.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Gift By ID
Retrieve the details of a gift by its identifier.
Get Membership Details
Retrieve the details and status of a membership.
Get Payment Transaction
Retrieve the status and details of an existing payment transaction.
OneRoster OAuth2 Base API
Fetch OAuth configuration or public keys, or obtain an access token.
Connect any two apps with Notis in the middle.
AccuWeather and Blackbaud, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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