Keep supporter context with the Salesforce record
Send a record handoff to Notis and save relevant Blackbaud context as a Salesforce note for the next person.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create note
Creates a new note attached to a salesforce record with the specified title and content.
Why this helps
Important background can get lost when a supporter record changes hands between teams.
- Keep handoff context alongside the relevant Salesforce record.
- Reduce repeated searches for supporter background.
- Create a concise note from information actually available.
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 context handoff.
- 3Describe in one instruction which available Blackbaud details to summarize and which Salesforce record should receive the note.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real handoff and verify the note is attached to the intended record.
Questions about this workflow
Which Salesforce record receives the note?
Your instruction must identify the record using information available in the request or returned data. If the target is ambiguous, have Notis report it instead of attaching the note.
Does Notis include all donor details?
The note should include only relevant information made available through Blackbaud and permitted by your instruction.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Salesforce.