Bring relevant Blackbaud supporters into Salesforce
Set a review cadence for supporter records that should be represented as Salesforce contacts, using only details Blackbaud provides.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create contact
Creates a new contact in salesforce with the specified information.
Why this helps
Useful supporter context can remain isolated when teams lack a simple, repeatable review routine.
- Create a recurring review point for supporter records.
- Reduce manual copying of available contact details.
- Surface missing information in the run report for follow-up.
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 contact review.
- 3Describe in one instruction which Blackbaud supporter records to review and when a Salesforce contact should be created.
- 4Choose the recurring schedule trigger and select where run reports should go.
- 5Test with one real supporter example and review the report.
Questions about this workflow
Can this workflow avoid creating duplicate contacts?
Ask Notis to check the returned information for a reliable existing match before creating a contact. If the available details do not support a confident match, have it report the ambiguity.
What does the schedule review?
The automation can only review information made available through the connected Blackbaud access and the instruction you provide.
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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