Keep Blackbaud supporter follow-ups from slipping
Send a follow-up request to Notis and create a Salesforce task that gives the next owner useful context.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create task
Creates a new task in salesforce to track activities, to-dos, and follow-ups related to contacts, leads, or other records.
Why this helps
Follow-up commitments are easy to lose when they live in a separate fundraising workflow.
- Put follow-up work in the system used to manage sales activities.
- Carry relevant request context into the task description.
- Reduce the risk of forgotten supporter commitments.
Setup
Build it in a few focused steps.
- 1Connect Blackbaud and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name the follow-up workflow.
- 3Describe in one instruction when a Blackbaud request should create a Salesforce task and what context to include.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real follow-up request and review the created task.
Questions about this workflow
Does the task get a due date automatically?
Only if a due date is available in the request or your instruction provides a rule. Notis should report when a due date is missing.
What starts the workflow?
A Notis webhook starts it when an HTTP request is sent, since Blackbaud trigger events are not listed for this pair.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Blackbaud to Salesforce. A trigger fires from one place; an action lands in another.
Blackbaud triggers
Salesforce actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Salesforce Account
Deprecated: creates a new salesforce account using a json post request, requiring 'name'; specific fields (e.g., custom, dunsnumber) may have org-level prerequisites.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add contact to campaign
Adds a contact to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Add lead to campaign
Adds a lead to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Add product to opportunity
Adds a product (line item) to an opportunity. the product must exist in a pricebook entry that's associated with the opportunity's pricebook.
Apply lead assignment rules
Applies configured lead assignment rules to a specific lead, automatically routing it to the appropriate owner based on your organization's rules.
Associate contact to account
Associates a contact with an account by updating the contact's accountid field.
Clone opportunity with products
Clones an opportunity and optionally its products (line items). creates a new opportunity with the same field values and products as the original.
Clone record
Creates a copy of an existing salesforce record by reading its data, removing system fields, and creating a new record. optionally apply field updates to the clone.
Connect any two apps with Notis in the middle.
Blackbaud and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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