Start supporter reviews with a focused list
Have Notis review supporter information available from Blackbaud on a schedule and list the relevant Airtable records for your team.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List records
Retrieves records from an airtable table, with options for filtering, sorting, pagination, and specifying returned fields.
Why this helps
Periodic supporter reviews are easy to postpone when gathering records takes several steps and competes with daily work.
- Put review candidates in a familiar Airtable list.
- Create a predictable starting point for supporter review.
- Let Notis summarize run status through the selected report channel.
Setup
Build it in a few focused steps.
- 1Connect Blackbaud and Airtable once in the Notis portal.
- 2Create an automation and describe which available supporter records to review and list in Airtable.
- 3Choose a recurring schedule as the trigger.
- 4Select where Notis run reports should go.
- 5Test with a real review example and check the returned Airtable records.
Questions about this workflow
Will this identify a donor change automatically?
Only if the relevant data or comparison baseline is available to Notis. Supply any missing criteria or baseline in the instruction or source data.
Can I choose a review cadence?
Yes. Choose the recurring schedule for the automation in Notis.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Blackbaud to Airtable. A trigger fires from one place; an action lands in another.
Blackbaud triggers
Airtable actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create base
Creates a new airtable base with specified tables and fields within a workspace; ensure field options are valid for their type.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Comment
Creates a new comment on a specific record within an airtable base and table.
Create Field
Creates a new field within a specified table in an airtable base.
Create multiple records
Creates multiple new records in a specified airtable table.
Create a record
Creates a new record in a specified airtable table; field values must conform to the table's column types.
Create table
Creates a new table within a specified existing airtable base, allowing definition of its name, description, and field structure.
Delete Comment
Deletes an existing comment from a specified record in an airtable table.
Delete multiple records
Deletes up to 10 specified records from a table within an airtable base.
Connect any two apps with Notis in the middle.
Blackbaud and Airtable, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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