Make membership status checks a scheduled routine
Keep membership reviews on a predictable cadence and bring status and expiration details into one 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 status and renewal dates are easy to overlook when checks depend on remembering to open Blackbaud.
- Retrieve status and standing for supplied member junction IDs.
- Surface start and expiration dates in a scheduled report.
- Reduce repetitive manual membership lookups.
Setup
Build it in a few focused steps.
- 1Connect AimTell and Blackbaud once in the Notis portal.
- 2Create an automation that retrieves membership details for the member junction IDs you provide and summarizes status and relevant dates.
- 3Pick a recurring schedule and choose where run reports should go.
- 4Test with one real member junction ID and confirm the returned details.
Questions about this workflow
Can the workflow discover members from AimTell?
No member discovery action is listed. Provide the Blackbaud member junction IDs to check.
What details does the lookup return?
The action retrieves membership program, category, status, standing, dates, dues, and associated details.
Can it renew memberships?
No. The available action retrieves details; it does not update a membership.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link AimTell to Blackbaud. A trigger fires from one place; an action lands in another.
AimTell 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.
AimTell and Blackbaud, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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