Start the day with donor follow-up contacts ready in HubSpot
Let Notis check for donor records that need attention and place eligible contacts in HubSpot.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create batch of contacts
Creates up to 100 new contact records in hubspot crm, optionally associating them with existing crm objects; ensure associated object ids are valid.
Why this helps
Donor follow-up can slip when teams have to remember to check another system each morning.
- Build a regular review habit without another manual reminder.
- Make eligible donor records available in HubSpot.
- Keep the schedule and run reports in Notis.
Setup
Build it in a few focused steps.
- 1Connect Blackbaud and HubSpot once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to review available Blackbaud donor records and create HubSpot contacts for those needing follow-up.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real donor example and review the result.
Questions about this workflow
Can Notis decide which donors need follow-up?
Only when the source data includes a usable signal or you define the criteria in the prompt. Otherwise, specify the records to include.
Does this send an email to the donor?
No. This action creates HubSpot contact records; it does not send marketing email.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Blackbaud to Hubspot. A trigger fires from one place; an action lands in another.
Blackbaud triggers
Hubspot actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add asset association
Associates an existing asset ('form', 'object list', or 'external web url') with a specified hubspot marketing campaign.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add token to event template
Adds a new custom data token to an existing event template for a specified hubspot application, optionally populating a crm object property if objectpropertyname is provided.
Archive email
Archives the hubspot email specified by `emailid` by moving it to the recycling bin, making it inaccessible unless restored.
Archive a batch of emails by ID
Archives multiple hubspot crm emails by id; ids must exist as archiving is irreversible.
Archive a batch of quotes by id
Archives a batch of existing, non-archived quotes by their ids; this action is irreversible and useful for managing outdated or irrelevant quotes.
Archive batch of companies by id
Archives a batch of companies by their unique ids; targeted companies must exist, not be previously archived, and this api operation is irreversible.
Archive batch of contacts by id
Archives a batch of existing contacts by their hubspot crm ids, rendering them inactive; this action is irreversible via the api and requires manual restoration or a separate unarchive endpoint.
Archive batch of deals by id
Archives a batch of existing deals by their unique hubspot ids, removing them from active views and reports (soft delete); archived deals may be restorable.
Connect any two apps with Notis in the middle.
Blackbaud and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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