Review campaign gift records on a schedule
Keep campaign gift review from becoming a forgotten spreadsheet task. Notis can check the gift IDs you provide and send a recurring report with their current details.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Gift By ID
Retrieve the details of a gift by its identifier.
Why this helps
Campaign reconciliation is easy to postpone when gift IDs and their Blackbaud details have to be checked manually across tools.
- Review current details for supplied Blackbaud gift IDs.
- Include amount, gift type, status, dates, and constituent information in the review.
- Send recurring run reports to the channel your team already checks.
Setup
Build it in a few focused steps.
- 1Connect ActiveTrail and Blackbaud once in the Notis portal.
- 2Create an automation in the portal or by telling Notis what outcome you want.
- 3In one instruction, tell Notis to retrieve and summarize the supplied Blackbaud gift IDs associated with your campaign review.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one real gift ID and review the resulting report.
Questions about this workflow
Does this discover campaign gifts automatically?
No. Provide the gift IDs for Notis to retrieve. The available action looks up a gift by ID.
Can it edit or reconcile accounting entries?
It retrieves gift details for review. It does not edit gifts or post accounting entries.
How often can it run?
Choose a recurring schedule in the Notis automation setup that fits your review routine.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveTrail to Blackbaud. A trigger fires from one place; an action lands in another.
ActiveTrail 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.
ActiveTrail and Blackbaud, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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