Prepare an ActiveTrail membership campaign with current Blackbaud details
Plan renewal outreach with current membership facts in view. Notis can check supplied member IDs on a schedule and send the results where your team reviews campaign work.
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
Renewal planning slows down when staff must open donor records one at a time to check membership standing and expiration dates.
- Retrieve membership status and standing for supplied member IDs.
- Review start and expiration dates, dues, and membership program details.
- Create a scheduled review without relying on a nonexistent ActiveTrail trigger.
Setup
Build it in a few focused steps.
- 1Connect ActiveTrail and Blackbaud once in the Notis portal.
- 2Create an automation in the portal or by telling Notis what outcome you want.
- 3In one instruction, tell Notis which supplied member junction IDs to check and what membership details to summarize.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one real member junction ID and confirm the returned details are useful.
Questions about this workflow
Where do the member junction IDs come from?
Supply them in the information Notis can access for the run, such as an ActiveTrail campaign list or another connected source. The membership action requires a member junction ID.
Can this automatically send renewal emails?
No. The available Blackbaud action retrieves membership details. It does not send ActiveTrail campaigns.
Will it identify everyone whose membership is expiring?
Only if Notis can access the relevant member IDs and dates. The action retrieves details for a specific member junction ID.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveTrail to Blackbaud. A trigger fires from one place; an action lands in another.
ActiveTrail 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.
ActiveTrail and Blackbaud, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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