Make the next fundraising review easier to prepare
Have Notis assemble a list of relevant Airtable fundraising records on a schedule, guided by criteria your team supplies.
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
Preparing for a fundraising review can drain focus before the actual decisions even begin.
- Start review sessions with a prepared list.
- Apply consistent, stated criteria each run.
- Spend less time gathering records before decisions.
Setup
Build it in a few focused steps.
- 1Connect Blackbaud and Airtable once in the Notis portal.
- 2Create an automation and describe the fundraising criteria and Airtable records to list.
- 3Choose a recurring schedule as the trigger.
- 4Choose where Notis run reports should go.
- 5Test the list with real records and confirm it fits the review.
Questions about this workflow
Can this recommend which fundraising actions to take?
It can organize records according to the criteria you provide. Any recommendation should be grounded in available data and reviewed by your team.
What if review criteria change?
Update the automation instruction to reflect the new criteria, then test the revised result with a real example.
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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