Start fundraising planning with account context
Bring Mailercloud plan details into a routine planning check so account context is not another thing to remember.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Client Plan
Tool to retrieve client plan information from Mailercloud. Use when you need to check the current subscription status, plan details, or verify API connectivity.
Why this helps
Planning work can stall when nobody knows the current email platform plan or subscription status.
- Make plan details part of an existing review rhythm.
- Reduce time spent hunting for subscription context.
- Check API connectivity through the plan retrieval action.
Setup
Build it in a few focused steps.
- 1Connect Blackbaud and Mailercloud to Notis once through the portal.
- 2Create an automation prompt asking Notis to retrieve Mailercloud plan details during the fundraising operations review and summarize them in the run report.
- 3Set a monthly or pre-campaign schedule.
- 4Choose the channel for run reports.
- 5Test once and confirm the plan details are useful to the team.
Questions about this workflow
Does this upgrade or change the plan?
No. It retrieves plan information only.
Why include Blackbaud context?
The recurring review can be timed around Blackbaud fundraising planning so the plan check happens when it is useful.
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.
Get Client Plan
Tool to retrieve client plan information from Mailercloud. Use when you need to check the current subscription status, plan details, or verify API connectivity.
Search Contacts in List
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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