Turn a donor meeting into a clear next email
Capture the follow-up while the conversation is still fresh, then review it in Gmail.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create email draft
Creates a gmail email draft, supporting to/cc/bcc, subject, plain/html body (ensure `is html=true` for html), attachments, and threading.
Why this helps
Meeting takeaways and promised next steps can fade before an email gets written.
- Start the follow-up while meeting context is available.
- Use supplied notes and accessible supporter details.
- Keep the final message under your control.
Setup
Build it in a few focused steps.
- 1Connect Blackbaud and Gmail once in Notis.
- 2Create an automation and describe the meeting follow-up draft to prepare.
- 3Pick a webhook as the trigger and decide what request will start it.
- 4Choose where run reports should go.
- 5Test with one real meeting and donor context, then review the draft.
Questions about this workflow
Where does meeting context come from?
Include the notes or key points in the webhook request if they are not stored in a connected source.
Will it invent commitments or next steps?
Tell it to use only supplied or returned details and to flag missing information rather than guess.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Blackbaud to Gmail. A trigger fires from one place; an action lands in another.
Blackbaud triggers
Gmail actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Modify email labels
Adds and/or removes specified gmail labels for a message; ensure `message id` and all `label ids` are valid (use 'listlabels' for custom label ids).
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create email draft
Creates a gmail email draft, supporting to/cc/bcc, subject, plain/html body (ensure `is html=true` for html), attachments, and threading.
Create label
Creates a new label with a unique name in the specified user's gmail account.
Delete Draft
Permanently deletes a specific gmail draft using its id; ensure the draft exists and the user has necessary permissions for the given `user id`.
Delete message
Permanently deletes a specific email message by its id from a gmail mailbox; for `user id`, use 'me' for the authenticated user or an email address to which the authenticated user has delegated access.
Fetch emails
Fetches a list of email messages from a gmail account, supporting filtering, pagination, and optional full content retrieval.
Fetch message by message ID
Fetches a specific email message by its id, provided the `message id` exists and is accessible to the authenticated `user id`.
Fetch Message by Thread ID
Retrieves messages from a gmail thread using its `thread id`, where the thread must be accessible by the specified `user id`.
Connect any two apps with Notis in the middle.
Blackbaud and Gmail, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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