Review Blackbaud membership details on a schedule
Give membership follow-up a regular review point, with status and date details ready in a run report.
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 checks get postponed when no one has time to locate and review each member record during the day.
- Review available member IDs on a predictable cadence.
- Surface active or lapsed standing and available dates.
- Help the team spot membership records needing follow-up.
Setup
Build it in a few focused steps.
- 1Connect Agiled and Blackbaud once in the Notis portal.
- 2Create an automation in Automations, New Automation, with a name and prompt.
- 3Tell Notis to review member junction IDs available through Agiled work, retrieve membership details, and report statuses or dates relevant to follow-up.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one real member junction ID and confirm the report is useful.
Questions about this workflow
Will this find members without an ID?
The listed action retrieves membership details by member junction ID, so the run needs that identifier.
Does it change membership standing?
No. The available action retrieves details; it does not describe updating membership status.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agiled to Blackbaud. A trigger fires from one place; an action lands in another.
Agiled 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.
Agiled and Blackbaud, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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