Find supporter records that may need a freshness check
Have Notis compare available details and list Airtable records that appear due for review, using the freshness criteria you provide.
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
Outdated supporter details can go unnoticed when no one owns a regular comparison between systems.
- Create a recurring freshness review list.
- Focus attention on records that meet supplied criteria.
- Avoid treating missing comparison data as confirmed changes.
Setup
Build it in a few focused steps.
- 1Connect Blackbaud and Airtable once in the Notis portal.
- 2Create an automation and specify the freshness criteria, available fields, and records to list for review.
- 3Choose a recurring schedule as the trigger.
- 4Select where Notis run reports should go.
- 5Test on known current and older examples and review the results.
Questions about this workflow
How does Notis determine that a record is stale?
Provide a freshness rule and ensure the required dates or history are available. Without a baseline, Notis cannot reliably determine staleness.
Does this automatically update the records?
No. This workflow lists records for human review. It does not update the details.
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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