Make eligible lapsed donors visible for outreach planning
Use a scheduled review to bring eligible donor records into HubSpot for your team to consider next steps.
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
Re-engagement planning takes extra effort when teams have to rebuild a donor list from multiple records.
- Prepare a CRM list for outreach planning.
- Apply criteria consistently across scheduled reviews.
- Reduce time spent assembling donor records.
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 donor records and create HubSpot contacts for lapsed donors matching criteria supported by the source data.
- 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 calculate a donor's lapsed status?
Only if the source provides the relevant giving history or you supply the definition and required data.
Does this contact donors?
No. It creates CRM contacts for planning and does not send outreach.
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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