Keep membership follow-up moving
See the Blackbaud membership details relevant to open cases in a concise recurring report.
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
A supporter follow-up can be missed when active or lapsed standing and expiration dates are buried in a separate record.
- Make membership dates easier to review.
- Help staff prioritize cases using returned standing information.
- Keep supplied case references beside membership summaries.
Setup
Build it in a few focused steps.
- 1Connect Adtraction and Blackbaud once in the Notis portal.
- 2Create an automation that retrieves supplied memberships and summarizes standing and dates beside their case references.
- 3Choose a recurring schedule and supply member junction IDs for each run.
- 4Choose where run reports go, then test with one real membership ID.
Questions about this workflow
Can Notis find all memberships associated with open Adtraction cases?
No such trigger or search is listed. Supply the Blackbaud member junction IDs and case references to each run.
Can the workflow renew a membership?
No. The selected action retrieves membership details only.
Can it flag memberships expiring soon?
It can compare returned dates against a window you specify in the instruction. Choose that window based on your team's process.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Adtraction to Blackbaud. A trigger fires from one place; an action lands in another.
Adtraction 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.
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OneRoster OAuth2 Base API
Fetch OAuth configuration or public keys, or obtain an access token.
Connect any two apps with Notis in the middle.
Adtraction and Blackbaud, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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