Bring membership status into supporter follow-up
Check membership standing and dates before deciding what follow-up a supporter needs.
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 supporter record in Agile CRM may not show whether a Blackbaud membership is active, lapsed or nearing its expiration.
- Review membership standing alongside supporter context
- Spot expiration or lapse details before follow-up
- Reduce unnecessary searches across separate systems
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Blackbaud once in the Notis portal.
- 2Create an automation in the portal or tell Notis the follow-up context you need.
- 3Describe how to use the member junction ID sent by your Agile CRM process and summarize relevant membership details.
- 4Choose a Notis webhook trigger and where run reports should go.
- 5Test with one real member junction ID and review the result.
Questions about this workflow
What identifier does the membership lookup need?
It retrieves membership details by member junction ID. That ID must be included in the webhook context or otherwise supplied to the automation.
What membership information is available?
The action returns details such as program, category, status and standing, start and expiration dates, dues information, and associated information.
Will this update the membership record?
No. This workflow retrieves membership details to inform follow-up; it does not change Blackbaud membership data.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Blackbaud. A trigger fires from one place; an action lands in another.
Agile CRM 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.
Agile CRM and Blackbaud, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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