Welcome new donors with less inbox effort
Make a warm first follow-up easier to prepare and personalize.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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
A new donor welcome can be delayed when adding outreach to an already full day feels like another project.
- Build a repeatable welcome review.
- Use available supporter details to personalize a starting draft.
- Keep the message under human review.
Setup
Build it in a few focused steps.
- 1Connect Blackbaud and Gmail once in Notis.
- 2Create an automation and describe which new donor records should produce welcome drafts.
- 3Pick a recurring schedule as the trigger.
- 4Choose where run reports should go.
- 5Test with one real new donor and inspect the draft.
Questions about this workflow
How does it define a new donor?
Specify a time window or record criteria in your instruction, using fields available in Blackbaud.
Does it send a welcome message?
No. It creates a Gmail draft for your review.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Gmail.