Check payment transaction details during document preparation
Bring transaction status, amount, payment method, and error details into the workflow when a payment document needs a status check.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Payment Transaction
Retrieve the status and details of an existing payment transaction.
Why this helps
A payment document can stall while someone switches systems to confirm whether a transaction succeeded or needs attention.
- Check transaction details using the transaction ID.
- Surface payment status and any available error details alongside the document task.
- Reduce time spent switching between payment and document tools.
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 retrieve the Blackbaud payment transaction details for the transaction ID in each request.
- 4Choose the webhook trigger and where run reports should go.
- 5Send one real request with a valid transaction ID and review the result.
Questions about this workflow
What does the transaction lookup return?
It retrieves payment transaction details such as status, amount, payment method, and error details when available.
Where does the transaction ID come from?
Transaction IDs may come from payment processing endpoints, checkout callbacks, batch operations, or webhook notifications. Include the ID in the Notis webhook request.
Does this workflow retry or change a payment?
No. The listed action retrieves transaction details; it does not retry or update the payment.
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.