Review membership details tied to Agility content
Bring membership status and expiration context into a scheduled content review, so renewal related work is easier to notice and follow up.
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 references in content can become stale, while checking standing and expiration dates one record at a time adds avoidable follow-up work.
- Review membership standing and dates on a recurring schedule.
- Surface lapsed or near-expiration memberships when those details are returned.
- Keep the review summary in a chosen run-report channel.
Setup
Build it in a few focused steps.
- 1Connect Agility CMS and Blackbaud in the Notis portal once.
- 2Create an automation in Automations, New Automation, or tell Notis the outcome in plain language from any channel.
- 3In one instruction, tell Notis to retrieve membership details for the membership IDs supplied for the content review and summarize status, standing, dates, and dues.
- 4Pick a recurring Notis schedule and choose where run reports should go.
- 5Test with one real membership ID and confirm the report reflects the returned record.
Questions about this workflow
Can Notis discover membership IDs from all Agility content automatically?
Only if the IDs are supplied to the automation or otherwise available to it. The membership action requires a member junction ID.
Will the workflow renew or change a membership?
No. The available action retrieves membership details; it does not update a membership or process dues.
Can the report identify upcoming expirations?
Notis can summarize expiration dates returned for the supplied records. Provide any review window or follow-up rule in your instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agility cms to Blackbaud. A trigger fires from one place; an action lands in another.
Agility cms 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.
Agility cms and Blackbaud, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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