Bring fundraising records and Slack conversations into one review
Start a review when needed and have Notis retrieve relevant Slack conversation history to add context to fundraising work.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Fetch conversation history
Fetches a chronological list of messages and events from a specified slack conversation, accessible by the authenticated user/bot, with options for pagination and time range filtering.
Why this helps
Preparing for donor or campaign follow-up can mean switching between fundraising records and scattered Slack discussions.
- Gather relevant conversation history for a focused fundraising review.
- Spend less time switching between donor records and Slack.
- Start the review when an external system or process sends a webhook.
Setup
Build it in a few focused steps.
- 1Connect Blackbaud and Slack once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name the review.
- 3Describe how Notis should use Blackbaud context to retrieve relevant Slack conversation history in one instruction.
- 4Choose a webhook trigger and the channel for run reports.
- 5Test the workflow with one real example.
Questions about this workflow
What starts this workflow?
An HTTP request to its Notis webhook starts the workflow. Blackbaud has no listed trigger events for this setup.
Can this read every Slack conversation?
No. Slack returns conversation history only for conversations the connected user or bot can access. Specify the context and relevant conversation criteria in your instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Blackbaud to Slack. A trigger fires from one place; an action lands in another.
Blackbaud triggers
Slack actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Set snooze duration
Deprecated: turns on do not disturb mode for the current user, or changes its duration. use `set dnd duration` instead.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add a custom emoji to a Slack team
Deprecated: adds a custom emoji to a slack workspace given a unique name and an image url. use `add emoji` instead.
Add an emoji alias
Adds an alias for an existing custom emoji in a slack enterprise grid organization.
Add a remote file
Adds a reference to an external file (e.g., google drive, dropbox) to slack for discovery and sharing, requiring a unique `external id` and an `external url` accessible by slack.
Add a star to an item
Stars a channel, file, file comment, or a specific message in slack.
Add call participants
Registers new participants added to a slack call.
Add emoji
Adds a custom emoji to a slack workspace given a unique name and an image url; subject to workspace emoji limits.
Add reaction to message
Adds a specified emoji reaction to an existing message in a slack channel, identified by its timestamp; does not remove or retrieve reactions.
Connect any two apps with Notis in the middle.
Blackbaud and Slack, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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