Spot membership expirations while planning Affinity follow-ups
Review known membership expiration dates on a schedule and carry the useful context into relationship planning.
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
Upcoming expirations are easy to overlook when the membership record is separate from the relationship pipeline and no one checks it regularly.
- Create a regular review of known memberships.
- Bring expiration dates and standing into follow-up planning.
- Make missing identifiers visible in the run report.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Blackbaud once in the Notis portal.
- 2Create an automation that checks a supplied list of membership IDs and summarizes records nearing expiration for their related Affinity relationships.
- 3Choose a recurring schedule as the trigger.
- 4Choose where run reports should go.
- 5Test with one real membership record and confirm the expiration summary.
Questions about this workflow
Does this discover every membership in Blackbaud?
No. The listed action retrieves details for a specific member junction ID, so the workflow needs the IDs to check.
Can it send a message to the relationship owner?
Choose a report channel for the run results. The available Blackbaud action does not send relationship messages.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Blackbaud. A trigger fires from one place; an action lands in another.
Affinity 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.
Affinity and Blackbaud, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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