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Review selected Blackbaud memberships on a schedule

Gather the available standing and membership details for the records your team wants to review, in one scheduled run.

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

Membership follow-up gets harder when staff must open records individually to check standing, dates, and dues.

  • Review selected membership records together.
  • See available standing, start and expiration dates, dues, and program details.
  • Keep a recurring review focused on IDs your team supplies.

Setup

Build it in a few focused steps.

  • 1Connect ActiveCampaign and Blackbaud once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and give it a name.
  • 3Tell Notis which member junction IDs to retrieve and which returned membership details to summarize.
  • 4Pick a recurring schedule and choose where run reports should go.
  • 5Test with one real member junction ID and confirm the details are useful.

Questions about this workflow

What identifier does this action use?

It retrieves membership details by member junction ID. Supply the IDs you want reviewed.

Can it renew or change a membership?

No. The available action retrieves membership details; it does not change membership records.

Can it identify all memberships expiring soon?

The action is for supplied member junction IDs. Provide the relevant IDs; discovery of all memberships or date-based filtering is not specified.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Active campaign 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

Add gifts to an existing open batch for later processing.

ActionInstant

Webhook trigger

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

TriggerInstant

Get Gift By ID

Retrieve the details of a gift by its identifier.

ActionInstant

Get Membership Details

Retrieve the details and status of a membership.

ActionInstant

Get Payment Transaction

Retrieve the status and details of an existing payment transaction.

ActionInstant

OneRoster OAuth2 Base API

Fetch OAuth configuration or public keys, or obtain an access token.

ActionInstant

Connect any two apps with Notis in the middle.

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

When this happens · Trigger

Do this · Action

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