Organize recurring giving audiences
Make recurring giving programs easier to coordinate by preparing distinct audience lists as program needs arise.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
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.
Why this helps
Recurring donor programs can accumulate audience setup work that is easy to postpone.
- Create a clear list structure for distinct giving programs.
- Reduce memory load around audience setup.
- Keep program communications easier to plan.
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 review recurring giving programs and create a Mailercloud list when a program requires its own audience.
- 3Set a monthly or weekly Notis schedule.
- 4Select where run reports should appear.
- 5Test against one real giving program and check that a separate list is appropriate.
Questions about this workflow
Does this identify individual recurring donors?
The workflow can review Blackbaud program context, but its Mailercloud action only creates a recipient list; it does not transfer contacts.
Can I avoid a list for every program?
Yes. State in the prompt that a separate list is only needed for programs with a distinct communication purpose.
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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