Make supporter follow-up easier to start
Give Notis your follow-up criteria and have it list matching supporter records in Airtable on a recurring schedule.
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
Follow-up slips when staff must repeatedly decide whom to review and where to find the relevant records.
- Create a repeatable starting list for follow-up.
- Keep review candidates in Airtable.
- Use your own criteria to focus the queue.
Setup
Build it in a few focused steps.
- 1Connect Blackbaud and Airtable once in the Notis portal.
- 2Create an automation and state the follow-up criteria and supporter records to list.
- 3Choose a recurring schedule as the trigger.
- 4Select where Notis run reports should go.
- 5Test against real data and verify why each listed record qualifies.
Questions about this workflow
Can the queue know which supporters need follow-up?
Only when the needed data and criteria are available. State the criteria clearly and provide any missing dates, status, or baseline.
Does this create an Airtable queue record?
This workflow lists records with the List Records action. It does not create separate task records.
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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