Bring Blackbaud membership context into document preparation
Retrieve a member's program, standing, dates, and dues details when a document task needs membership context.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Membership Details
Retrieve the details and status of a membership.
Why this helps
Checking membership status and dates in one system before preparing a document in another adds avoidable steps and opportunities for mistakes.
- Retrieve membership details for a specific member junction ID.
- See membership status, standing, dates, and dues information in the run context.
- Reduce manual lookups during membership-related document work.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Blackbaud in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to retrieve membership details using the member junction ID supplied with each document request.
- 4Choose the webhook trigger and where run reports should go.
- 5Send one real request with a valid member junction ID and review the result.
Questions about this workflow
What identifier does this require?
The Blackbaud action retrieves membership details by member junction ID. Include that ID in the webhook request.
Which membership details are available?
The action can retrieve program and category information, status and standing, start and expiration dates, dues information, and associated details.
Does the action change a membership?
No. This action retrieves membership details; it does not update the membership.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveMerge to Blackbaud. A trigger fires from one place; an action lands in another.
ActiveMerge 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.
ActiveMerge and Blackbaud, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Blackbaud.