Keep recurring gift changes connected to donor follow-up
Make a donor record available in HubSpot when a recurring gift update needs a human follow-up.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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
Changes to recurring giving can be missed when the team has to spot the update and recreate the contact context manually.
- Make eligible donor updates visible in HubSpot.
- Reduce re-entry when gift status changes.
- Support timely relationship follow-up.
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 create a HubSpot contact from each submitted recurring gift change that needs follow-up, using available donor details.
- 4Choose the Notis webhook trigger and select where run reports should go.
- 5Test with one real change example and review the result.
Questions about this workflow
Does this update an existing HubSpot contact?
The selected action creates contacts. If the intent is to update existing records, this action is not suitable.
Does the workflow determine whether a gift change needs follow-up?
Only when the request or returned Blackbaud data includes a signal, or you define criteria in the prompt.
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.
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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.
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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
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Archive a batch of quotes by id
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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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