Make campaign closeout easier to start
Create a clear Drive home for each closeout period so results, lessons, and follow-up materials are easier to gather.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
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).
Why this helps
Campaign closeout is easier to postpone when the team must first decide where to collect results and lessons.
- Create a consistent place for closeout materials.
- Make retrospective preparation simpler.
- Separate work by the campaign or period label supplied.
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 for campaign closeout.
- 3Tell Notis to create a Drive folder for each scheduled closeout using the campaign or period label provided.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real closeout label and confirm the folder location.
Questions about this workflow
Will it create a folder for every Blackbaud campaign automatically?
No. The available trigger is a Notis schedule, not a Blackbaud event. Provide the campaign or period label for each run.
Does the folder include campaign results?
No. This action creates the folder. Supply or add results and other materials separately.
Can the folder go inside an existing archive?
Provide the parent folder's name or ID in the automation instruction if it should be created under a specific folder.
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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7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Google Drive.