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Check membership details before your next relationship touch

Get membership standing and key dates in view before planning the next follow-up in Affinity.

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

A relationship owner can miss a renewal or membership status detail when follow-up planning happens without checking the membership record.

  • Surface membership standing and expiration dates for planning.
  • Reduce manual lookup before a relationship touch.
  • Call out missing membership identifiers instead of guessing.

Setup

Build it in a few focused steps.

  • 1Connect Affinity and Blackbaud once in the Notis portal.
  • 2Create an automation that uses a supplied Blackbaud membership ID to retrieve details and summarize relevant context for the associated Affinity relationship.
  • 3Choose a Notis webhook as the trigger and arrange for an HTTP request to start it with the membership ID.
  • 4Choose where run reports should go.
  • 5Test with one real membership ID and verify the returned status and dates.

Questions about this workflow

Can the workflow find memberships from an Affinity contact alone?

The available action requires a member junction ID. Provide that identifier in the request or through another reliable source.

Does this renew a membership?

No. This action retrieves membership details; it does not make changes to the membership.

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.

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.

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

When this happens · Trigger

Do this · Action

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