Bring membership details and extracted documents into one brief
Send an extracted membership-related document with the member junction ID to get a single summary for your next 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
Membership follow-up can require opening a document, locating a member record, and piecing together status and dates.
- See extracted document context with membership status and dates
- Reduce repeated navigation during membership follow-up
- Get a concise brief for the next human decision
Setup
Build it in a few focused steps.
- 1Connect Affinda and Blackbaud once in the Notis portal.
- 2Create an automation and describe the membership information you want summarized.
- 3Provide the member junction ID with the extracted document details; ask Notis to report the retrieved status, dates, dues information, and any document context.
- 4Choose a webhook trigger and where run reports should go.
- 5Test with one real document extraction and a known member junction ID.
Questions about this workflow
What identifier does the Blackbaud lookup need?
The membership action retrieves details by member junction ID. Include that ID with the webhook request.
Can this workflow renew or change membership?
No. The listed action retrieves membership details; this workflow creates a summary for review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinda to Blackbaud. A trigger fires from one place; an action lands in another.
Affinda triggers
Blackbaud actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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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.
Affinda and Blackbaud, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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