Get Membership Context for Supporter Follow-Up
When a supporter signal includes a membership ID, retrieve the Blackbaud details before deciding what follow-up is needed.
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 questions can stall while someone searches for the right record and checks standing, dates, and dues individually.
- Retrieve membership program and category details.
- See status, standing, and relevant dates together when available.
- Prepare a more informed supporter follow-up.
Setup
Build it in a few focused steps.
- 1Connect Agenty and Blackbaud once in the Notis portal.
- 2Create an automation in Automations, New Automation, or describe it to Notis in plain language.
- 3Tell Notis to use the membership junction ID in each webhook request to retrieve and summarize membership standing, dates, and dues.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real membership junction ID.
Questions about this workflow
What identifier is required?
The action looks up a membership by its member junction ID. Include that identifier in the webhook request.
What details are available?
The lookup can return program, category or subcategory, status and standing, start and expiration dates, dues, and associated details.
Can this renew a membership?
No. This action retrieves membership details and does not renew or change a membership.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agenty to Blackbaud. A trigger fires from one place; an action lands in another.
Agenty 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.
Agenty and Blackbaud, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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