Keep membership follow-up on your calendar
Have Notis review the membership IDs you provide on a recurring schedule and summarize the details for your next follow-up pass.
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
Membership status and expiration follow-up can slip when it depends on remembering to run individual lookups.
- Build a recurring review habit
- See status and expiration information together
- Prepare follow-up from supplied member IDs
Setup
Build it in a few focused steps.
- 1Connect Notis to Agentql and Blackbaud once in the portal.
- 2Create an automation by telling Notis the outcome you want, or use Automations, New Automation in the portal.
- 3In one instruction, supply the membership IDs to review and ask Notis to summarize status, standing, dates, dues, and associated details.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real membership ID and confirm the report is useful.
Questions about this workflow
Can Notis discover every membership to review?
This action looks up membership details by member junction ID. Provide the IDs or another supported source for them in your instruction.
What can the report include?
The lookup provides details such as program, category, status, standing, dates, dues, and associated information.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agentql to Blackbaud. A trigger fires from one place; an action lands in another.
Agentql triggers
Blackbaud actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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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.
Agentql and Blackbaud, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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