Retrieve gift details for ActiveMerge document workflows
Give a document workflow the gift context it needs by retrieving a specific Blackbaud gift from its ID.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Gift By ID
Retrieve the details of a gift by its identifier.
Why this helps
Preparing a gift-related document can mean switching to Blackbaud, finding the right gift, and copying its details by hand.
- Retrieve details for a specific gift using its Blackbaud ID.
- Reduce context switching while preparing gift-related documents.
- Use returned gift information to guide document review or preparation.
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 use the Blackbaud gift ID in each request to retrieve that gift's details for the related document task.
- 4Choose the webhook trigger and where run reports should go.
- 5Send one real request with a valid gift ID and review the returned details.
Questions about this workflow
What information does the Blackbaud action retrieve?
It retrieves comprehensive details for a specific gift, including amount and currency, donor information, gift type and status, and important dates.
Does this search for a gift by donor name?
No. The action requires a gift ID. Include that ID in the webhook request.
Does this workflow create or update a document?
The configured Blackbaud action retrieves gift details. Any document creation or update must be handled by your connected document workflow.
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
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