Carry fundraising plans into Salesforce campaigns
Review fundraising plans on a cadence and create Salesforce campaigns when the available information supports coordinated outreach.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create campaign
Creates a new campaign in salesforce with the specified information.
Why this helps
A campaign plan can get separated from the team coordinating outreach in Salesforce.
- Create a repeatable bridge from fundraising planning to outreach coordination.
- Reuse available plan context when making a campaign.
- Report when essential campaign details are unavailable.
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 campaign review.
- 3Describe in one instruction which Blackbaud fundraising plans merit a Salesforce campaign and what available context to include.
- 4Choose the recurring schedule trigger and select where run reports should go.
- 5Test with one real plan and inspect the resulting campaign.
Questions about this workflow
Will Notis fill in campaign dates or budgets?
Only when Blackbaud returns those details or your instruction supplies them. Missing values should be reported rather than guessed.
Can I choose how often plans are reviewed?
Yes. Choose the recurring schedule trigger when setting up the automation.
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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