Pull giving history into a focused review
Bring the relevant spreadsheet history into a Blackbaud research or follow-up task without hunting through tabs.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Batch get spreadsheet
Retrieves data from specified cell ranges in a google spreadsheet; ensure the spreadsheet has at least one worksheet and any explicitly referenced sheet names in ranges exist.
Why this helps
Preparing a donor conversation can take too long when giving context is scattered across sheets.
- Retrieve relevant ranges for a donor review
- Reduce time spent finding giving context
- Prepare a more informed follow-up using available data
Setup
Build it in a few focused steps.
- 1Connect Blackbaud and Google Sheets once in Notis.
- 2Create an automation in the portal or tell Notis the outcome in plain language.
- 3Describe which existing spreadsheet ranges to retrieve and how to summarize them for the Blackbaud task.
- 4Choose the webhook trigger and select a report channel.
- 5Test with one real request and verify that the returned range supports the review.
Questions about this workflow
Does this calculate data from the spreadsheet?
This action retrieves data from specified ranges. Ask Notis to analyze the returned values in its response.
What if a giving baseline is not in either system?
Supply that baseline in your instruction or mark it as missing. The automation cannot infer unavailable history.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Blackbaud to Google Sheets. A trigger fires from one place; an action lands in another.
Blackbaud triggers
Google Sheets actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Sheet to Spreadsheet
Adds a new sheet (worksheet) to a spreadsheet. use this tool to create a new tab within an existing google sheet, optionally specifying its title, index, size, and other properties.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Aggregate Column Data
Searches for rows where a specific column matches a value and performs mathematical operations on data from another column.
Append Dimension
Tool to append new rows or columns to a sheet, increasing its size. use when you need to add empty rows or columns to an existing sheet.
Batch get spreadsheet
Retrieves data from specified cell ranges in a google spreadsheet; ensure the spreadsheet has at least one worksheet and any explicitly referenced sheet names in ranges exist.
Batch update spreadsheet
Updates a specified range in a google sheet with given values, or appends them as new rows if `first cell location` is omitted; ensure the target sheet exists and the spreadsheet contains at least one worksheet.
Batch Update Values by Data Filter
Tool to update values in ranges matching data filters. use when you need to update specific data in a google sheet based on criteria rather than fixed cell ranges.
Clear Basic Filter
Tool to clear the basic filter from a sheet. use when you need to remove an existing basic filter from a specific sheet within a google spreadsheet.
Clear spreadsheet values
Clears cell content (preserving formatting and notes) from a specified a1 notation range in a google spreadsheet; the range must correspond to an existing sheet and cells.
Connect any two apps with Notis in the middle.
Blackbaud and Google Sheets, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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