Keep donor context ready for your next conversation
Send supporter details from Blackbaud to Notis and get a readable donor brief in Google Drive, ready when you need it.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create a File from Text
Creates a new file in google drive from provided text content (up to 10mb), supporting various formats including automatic conversion to google workspace types.
Why this helps
Donor context is scattered across records and notes, making it hard to prepare for the next conversation without stopping to assemble the details.
- Review supplied supporter context in one document.
- Reduce manual preparation before donor conversations.
- Keep a reusable fundraising brief in Drive.
Setup
Build it in a few focused steps.
- 1Connect Blackbaud and Google Drive once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to summarize the supporter details provided in each request into a concise donor brief in Google Drive.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test it with one real supporter example and review the created document.
Questions about this workflow
Does this automation fetch donor records directly from Blackbaud?
The trigger is a Notis webhook because no Blackbaud trigger events are available here. Include the Blackbaud details in the request for Notis to summarize.
What does it save to Drive?
A new text-created file containing a concise donor brief based on the information supplied.
Can the brief include information that was not in the request?
No. Notis can organize supplied details, but missing facts or history must be provided separately.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Blackbaud to Google Drive. A trigger fires from one place; an action lands in another.
Blackbaud triggers
Google Drive actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add file sharing preference
Modifies sharing permissions for an existing google drive file, granting a specified role to a user, group, domain, or 'anyone'.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Copy file
Duplicates an existing file in google drive, identified by its `file id`.
Create Comment
Tool to create a comment on a file. use when you need to add a new comment to a specific file in google drive.
Create Shared Drive
Tool to create a new shared drive. use when you need to programmatically create a new shared drive for collaboration or storage.
Create File or Folder
Creates a new file or folder with metadata. use to create empty files or folders, or files with content by providing it in the request body (though this action primarily focuses on metadata creation).
Create a File from Text
Creates a new file in google drive from provided text content (up to 10mb), supporting various formats including automatic conversion to google workspace types.
Create a folder
Creates a new folder in google drive, optionally within a parent folder specified by its id or name; if a parent name is provided but not found, the action will fail.
Create Reply
Tool to create a reply to a comment in google drive. use when you need to respond to an existing comment on a file.
Connect any two apps with Notis in the middle.
Blackbaud and Google Drive, 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 Drive.