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Notis

Find donor follow-ups already on the calendar

Have Notis search a defined calendar window for follow-up commitments tied to the donor work you are reviewing.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

Find event

Finds events in a specified google calendar using text query, time ranges (event start/end, last modification), and event types; ensure `timemin` is not chronologically after `timemax` if both are provided.

Why this helps

Follow-up plans can become hard to track when donor records and calendar commitments need separate checks.

  • Search for relevant commitments using a time window and query.
  • Reduce the chance of overlooking an already scheduled follow-up.
  • Review search results with the planning context supplied to Notis.

Setup

Build it in a few focused steps.

  • 1Connect Blackbaud and Google Calendar once in the Notis portal.
  • 2Create an automation from Automations, New Automation, or describe it to Notis in plain language.
  • 3In one instruction, ask Notis to search the specified Google Calendar and time range for events matching the supplied donor follow-up criteria.
  • 4Pick notis_cron and schedule the review cadence.
  • 5Choose a report channel, then test with one known calendar commitment and verify the result.

Questions about this workflow

Does this create a reminder?

No. Find event searches existing calendar events. Use a separate event creation workflow if a new calendar event is needed.

What criteria can it search?

The action supports text query, time ranges, and event types. Use criteria that are grounded in information supplied to Notis.

Does this access Blackbaud automatically?

Not through a listed Blackbaud trigger. The schedule starts the automation, and relevant Blackbaud context must be available at run time.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Blackbaud to Google Calendar. A trigger fires from one place; an action lands in another.

Blackbaud triggers

Google Calendar actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Insert Calendar into List

Inserts an existing calendar into the user's calendar list.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Update Calendar List Entry

Updates an existing entry on the user\'s calendar list.

ActionInstant

Delete Calendar

Deletes a secondary calendar. use calendars.clear for clearing all events on primary calendars.

ActionInstant

Update Calendar

Updates metadata for a calendar.

ActionInstant

Clear Calendar

Clears a primary calendar. this operation deletes all events associated with the primary calendar of an account.

ActionInstant

Create Event

Creates an event on a google calendar, needing rfc3339 utc start/end times (end after start) and write access to the calendar. by default, adds the organizer as an attendee unless exclude organizer is set to true.

ActionInstant

Delete event

Deletes a specified event by `event id` from a google calendar (`calendar id`); this action is idempotent and raises a 404 error if the event is not found.

ActionInstant

Create a calendar

Creates a new, empty google calendar with the specified title (summary).

ActionInstant

Connect any two apps with Notis in the middle.

Blackbaud and Google Calendar, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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