Get a scheduled summary of a Blackbaud gift
Have Notis fetch the latest available details for a gift you identify and put the result in your chosen report channel.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Gift By ID
Retrieves comprehensive gift details from Blackbaud Raiser's Edge NXT by gift ID. Use this tool when you need to fetch detailed information about a specific gift including: - Gift amount and currency - Donor/constituent information - Gift type and status - Important dates (gift date, post date) - Associated metadata and custom fields The gift_id is the unique system record ID (integer) that identifies the gift in Raiser's Edge NXT.
Why this helps
Following up on a specific gift means remembering to look it up and reconstructing its amount, donor and status from separate tasks.
- Reduce the number of manual gift lookups.
- Keep a recurring review visible in the report channel.
- Surface the gift information returned by Blackbaud for a timely human review.
Setup
Build it in a few focused steps.
- 1Connect Ably and Blackbaud once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3Tell Notis to retrieve the gift details for the gift ID you provide and summarize the returned information in its run report.
- 4Pick notis_cron and set the recurring schedule, then choose where run reports should go.
- 5Test with one real gift ID and confirm the report contains the expected details.
Questions about this workflow
Where does the gift ID come from?
Provide the gift ID in your instruction or another available input. This action retrieves a gift by ID and does not search for one.
Can the workflow monitor every new gift automatically?
No. Ably has no listed trigger event here, and this workflow uses a schedule. It checks the gift ID you specify.
What details are included?
The action can return information such as amount, currency, donor, gift type and status, and important gift dates, depending on the available record.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Ably to Blackbaud. A trigger fires from one place; an action lands in another.
Ably triggers
Blackbaud actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Gifts To Batch
Add one or more gifts (donations) to an existing gift batch in Blackbaud Raiser's Edge NXT. Use this tool when you need to: - Append new gifts to an open batch for later processing - Batch multiple donations together before committing them - Add gifts with detailed information (payments, splits, custom fields) Prerequisites: - The batch must already exist (use a create batch action first if needed) - The batch must be in "open" status (not committed) - You need the batch_id (system record ID) and constituent_id (donor ID) for each gift Note: This action returns response details for all HTTP status codes (including errors). Check the status_code field in the response to determine success (200) vs errors (4xx/5xx).
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Gift By ID
Retrieves comprehensive gift details from Blackbaud Raiser's Edge NXT by gift ID. Use this tool when you need to fetch detailed information about a specific gift including: - Gift amount and currency - Donor/constituent information - Gift type and status - Important dates (gift date, post date) - Associated metadata and custom fields The gift_id is the unique system record ID (integer) that identifies the gift in Raiser's Edge NXT.
Get Membership Details
Retrieves comprehensive membership details from Blackbaud Raiser's Edge NXT by member junction ID. Fetches detailed information about a specific membership including program name, category/subcategory, membership status and standing (Active, Lapsed), start/expiration dates, dues information, and associated constituent ID. Requires a valid member_junction_id (GUID) that uniquely identifies a membership junction record linking a constituent to a membership program in Raiser's Edge NXT. Returns error information in the response object for graceful error handling in agent workflows.
Get Payment Transaction
Retrieves payment transaction details from Blackbaud SKY Payments API. Use this to check transaction status, amounts, payment methods, and error details. Transaction IDs come from payment processing endpoints, checkout callbacks, batch operations, or webhook notifications. Requires: Payments API subscription key (Bb-Api-Subscription-Key) and OAuth Bearer token. This retrieves existing transactions; it does not process new payments.
OneRoster OAuth2 Base API
Tool to interact with Blackbaud OneRoster OAuth2 base endpoints. Use to fetch OpenID configuration (/.well-known/openid-configuration), JWKS key set (publickeys), or obtain an access token via the client credentials grant. Ensure client credentials are configured before using the token operation.
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Ably and Blackbaud, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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