Make pledge follow-up easier to finish
Gather the next reminders and put draft messages where you already work.
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
Pledge follow-up can slip when due dates and email writing compete for a founder's attention.
- Bring upcoming pledge follow-ups into a repeatable review.
- Reduce the effort of starting each reminder from scratch.
- Keep every message as a draft until you approve it.
Setup
Build it in a few focused steps.
- 1Connect Blackbaud and Gmail once in Notis.
- 2Create an automation and describe which pledge follow-ups should become drafts.
- 3Pick a recurring schedule as the trigger.
- 4Choose where run reports should go.
- 5Test with one real pledge and check the resulting draft.
Questions about this workflow
Can it determine which pledges are due?
It can use due date and status information returned by Blackbaud. State the criteria in your instruction and confirm those details are available.
Does it send reminders?
No. It creates Gmail drafts 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
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