Prepare donation gift batches on a schedule
Set a regular time to gather available donation form details and place supported gifts into the open Blackbaud batch your team reviews.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Add Gifts To Batch
Add gifts to an existing open batch for later processing.
Why this helps
Donation forms can accumulate between processing sessions, leaving staff to remember which records still need to be entered into a batch.
- Create a predictable review point for available donation form data.
- Add supported gifts to an existing open batch for later processing.
- Reduce the mental load of remembering to gather donation records manually.
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 which available donation form data to review and which existing open Blackbaud batch should receive supported gifts.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one real example and review the batch and run report.
Questions about this workflow
Does the schedule discover all ActiveMerge documents automatically?
No source event or document-list action is specified here. Make the relevant donation form data available to Notis for the scheduled run.
Will the workflow create a batch?
No. The Blackbaud action adds gifts to an existing batch. Identify an appropriate open batch in your instruction.
Can the schedule process the batch in Blackbaud?
The action adds gifts to a batch for later processing. Your team can review and process that 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
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