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Give campaign follow-up the membership context it needs

Look up a supplied membership record and use its status and dates to shape a more informed supporter follow-up.

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

Fundraising outreach can miss relevant membership status when campaign insights and supporter records are reviewed separately.

  • See membership status and standing before follow-up.
  • Review membership dates and dues information in context.
  • Reduce manual context switching during supporter review.

Setup

Build it in a few focused steps.

  • 1Connect Adyntel and Blackbaud once in Notis.
  • 2Create an automation in plain language from any channel or in Automations, New Automation in the portal.
  • 3In one instruction, ask Notis to retrieve the membership details for the supplied member junction ID and summarize them with the campaign context.
  • 4Pick the Notis webhook trigger and choose where run reports should go.
  • 5Test with one real member junction ID and a relevant campaign context.

Questions about this workflow

What identifier does this lookup need?

It retrieves membership details by member junction ID. Include that ID in the webhook request.

Does the lookup update the membership record?

No. The listed Blackbaud action retrieves membership details; it does not update supporter records.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Adyntel 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.

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

When this happens · Trigger

Do this · Action

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