Prepare Blackbaud gift batches from ActiveMerge donation forms
Move donation details from completed forms into an open gift batch, so your team can review them in Blackbaud without retyping each gift.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Add Gifts To Batch
Add gifts to an existing open batch for later processing.
Why this helps
Donation details arrive in generated documents, then someone has to copy them into a Blackbaud batch before processing.
- Reduce manual re-entry of donation details.
- Collect multiple gifts in an existing open batch for later processing.
- Keep a run report for checking what Notis handled.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Blackbaud in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to read each submitted donation form and add its supported gift details to the specified existing open Blackbaud batch.
- 4Choose the webhook trigger and where run reports should go.
- 5Send one real form example to the webhook and review the resulting batch and run report.
Questions about this workflow
Does this create a new Blackbaud batch?
No. The Blackbaud action adds gifts to an existing gift batch. Specify which open batch Notis should use.
What starts this automation?
A webhook starts it when an HTTP request is sent to Notis. Configure your form workflow or backend to send the request when a completed donation form is ready.
Can it process gifts later?
The action adds gifts to a batch for later processing. Review and process the batch in Blackbaud.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveMerge to Blackbaud. A trigger fires from one place; an action lands in another.
ActiveMerge 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 gifts to an existing open batch for later processing.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Gift By ID
Retrieve the details of a gift by its identifier.
Get Membership Details
Retrieve the details and status of a membership.
Get Payment Transaction
Retrieve the status and details of an existing payment transaction.
OneRoster OAuth2 Base API
Fetch OAuth configuration or public keys, or obtain an access token.
Connect any two apps with Notis in the middle.
ActiveMerge and Blackbaud, 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 Blackbaud.