Keep major gift visits and their preparation details together
Send the visit timing and preparation notes you already have, and let Notis place the commitment on Google Calendar.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
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.
Why this helps
A major gift visit takes preparation, and its timing can be separated from the notes needed to make the conversation productive.
- Keep the visit time and supplied preparation notes together.
- Create a calendar commitment from an existing request.
- Reduce last minute searching for visit context.
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 create an event for each supplied major gift visit using its title, valid start and end times, and preparation notes.
- 4Pick notis_webhook and start it from an HTTP request containing the visit details.
- 5Choose a report channel, then test one real visit request and confirm its event content.
Questions about this workflow
Can Notis generate preparation notes from the donor record?
Only when the relevant details are available to Notis. This workflow uses the visit context supplied in the request.
Will the donor be invited?
The action creates an event and may add the organizer by default. Specify attendees only when appropriate and verify event behavior.
Can it find a time if the request has none?
No. Provide a time or use Find free slots to identify options before creating the event.
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.
Insert Calendar into List
Inserts an existing calendar into the user's calendar list.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Update Calendar List Entry
Updates an existing entry on the user\'s calendar list.
Delete Calendar
Deletes a secondary calendar. use calendars.clear for clearing all events on primary calendars.
Update Calendar
Updates metadata for a calendar.
Clear Calendar
Clears a primary calendar. this operation deletes all events associated with the primary calendar of an account.
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.
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.
Create a calendar
Creates a new, empty google calendar with the specified title (summary).
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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No card. Works with personal or business Google Calendar.