Find the Blackbaud gift behind a commission reference
When a commission review points to a gift, get its Blackbaud details together without opening another search trail.
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
Matching a commission note to a gift can require switching between records and manually gathering dates, status, donor, and amount.
- Gather key gift details in one run report.
- Speed up commission and donation reconciliation.
- Keep the supplied source reference alongside the lookup result.
Setup
Build it in a few focused steps.
- 1Connect Adtraction and Blackbaud once in the Notis portal.
- 2Create an automation that retrieves a specific Blackbaud gift by the gift ID included in the request and summarizes it with the supplied Adtraction reference.
- 3Choose the webhook trigger and arrange for an HTTP request to start the lookup.
- 4Choose where run reports go, then test with one real gift ID and reference.
Questions about this workflow
Does this action search Blackbaud by Adtraction transaction ID?
The listed action retrieves a gift by Blackbaud gift ID. Include that ID in the request; do not assume an Adtraction reference can be searched directly.
What details can the lookup return?
The action retrieves comprehensive gift details such as amount, constituent information, gift type and status, and important dates.
Can Notis decide whether the gift matches a commission?
It can summarize the returned gift alongside the supplied reference. Provide any matching rules or additional evidence needed for a confident decision.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Adtraction to Blackbaud. A trigger fires from one place; an action lands in another.
Adtraction 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.
Adtraction and Blackbaud, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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