Keep fundraising source categories visible
Create a purpose-driven contact property when a source category needs a consistent place in Mailercloud.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create custom property
Create a custom property for contacts in Mailercloud. Custom properties store specific information for contact records. Maximum of 100 properties allowed per account.
Why this helps
Source details can become hard to organize when the email platform lacks a field for a useful category.
- Bring a useful source category into the contact schema.
- Reduce ad hoc notes about fundraising origin.
- Make future audience review more structured.
Setup
Build it in a few focused steps.
- 1Connect Blackbaud and Mailercloud once through the Notis portal.
- 2Create an automation prompt to review Blackbaud fundraising source categories and create a Mailercloud custom property when a distinct category needs tracking.
- 3Select a recurring schedule for the review.
- 4Choose where run reports should be delivered.
- 5Test with one real source category and confirm it is not already represented.
Questions about this workflow
Does the workflow copy source values into Mailercloud?
No. The selected Mailercloud action creates a custom property only.
What should the prompt specify?
Describe which source categories matter and ask Notis to avoid creating a property when the existing Mailercloud structure already covers them.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Blackbaud to Mailercloud. A trigger fires from one place; an action lands in another.
Blackbaud triggers
Mailercloud actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create List
Tool to create a new recipient list in Mailercloud for storing and managing contacts. Use when you need to create a new mailing list for organizing contacts.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create custom property
Create a custom property for contacts in Mailercloud. Custom properties store specific information for contact records. Maximum of 100 properties allowed per account.
Delete Contact Property
Tool to delete a custom contact property by ID. Use when removing unused custom fields from contacts. Cannot delete properties used in webforms.
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Tool to retrieve contacts in a specific list with pagination. Use when you need to list or search contacts within a known list ID.
Update Contact Property
Tool to update a custom property of contacts in Mailercloud. Use when you need to modify the name or description of an existing custom property. Note: Editing custom property type using this API is not possible - you can only edit the name and description.
Connect any two apps with Notis in the middle.
Blackbaud and Mailercloud, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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