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Notis

Give recurring communication context a place

Create a field when supporter engagement work shows that a recurring communication purpose needs consistent representation.

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

Repeated communication context can be hard to keep straight when it has no consistent place in contact records.

  • Ground new fields in recurring supporter work.
  • Reduce reliance on scattered notes for communication context.
  • Keep the contact schema intentional.

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 supporter communication categories and create a Mailercloud custom property only when a distinct category needs a field.
  • 3Set a monthly schedule.
  • 4Choose the run-report channel.
  • 5Test with one real category and confirm it merits a dedicated property.

Questions about this workflow

Does this write a purpose to individual contact records?

No. It creates a custom property, without setting values on contacts.

How do I prevent unnecessary fields?

State that the category must recur and have a clear future use before creating a property.

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.

TriggerScheduled

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.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

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.

ActionInstant

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.

ActionInstant

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.

ActionInstant

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.

ActionInstant

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.

ActionInstant

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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