Move donation responses from ActiveTrail into a Blackbaud gift batch
Keep donation details together for review. Send a webhook with the campaign response and gift information, and let Notis prepare eligible gifts in an existing Blackbaud batch.
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 responses can arrive across campaigns and channels, leaving someone to recheck details and enter each gift into Blackbaud by hand.
- Collect eligible donation details in one existing Blackbaud batch.
- Reduce repeated data entry after a campaign response.
- Keep gifts in a batch for later review and processing.
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.
- 3Describe how to identify eligible donation responses and add them to a named existing gift batch.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real example, including the gift details and batch to use.
Questions about this workflow
Does this create or process a gift batch?
No. The action adds gifts to an existing batch. The batch is available for later review and processing.
What must the webhook include?
Provide the donation details needed for the gift and identify the existing Blackbaud batch. Confirm the details you need are present before testing.
Can this start directly from an ActiveTrail event?
ActiveTrail trigger events are not available in this workflow. Start it with a Notis webhook sent by ActiveTrail or another system that has the campaign response.
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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