Keep Membership Dates in View
Bring selected membership dates and standing into a recurring review so supporter follow-up has the relevant context.
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
Expiration and lapsed membership details can be overlooked when teams rely on scattered reminders and manual record searches.
- Create a recurring checkpoint for selected memberships.
- Review expiration dates and standing together where available.
- Use a report to identify records that may need 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 which membership junction IDs made available by Agenty to review and to summarize expiration dates and standing.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real membership junction ID and review the result.
Questions about this workflow
Does the schedule find every expiring membership?
Only membership IDs supplied or made available to the automation can be looked up. Agenty must provide the set of records to review.
What can the report highlight?
Ask Notis to highlight returned expiration dates and standing, such as active or lapsed, when those details are present.
Does it send renewal messages?
No. This workflow retrieves and summarizes membership details. It does not send messages or change membership records.
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.
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.
Agenty and Blackbaud, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Blackbaud.