Keep commission-linked gift follow-up visible
Get a concise scheduled view of the Blackbaud gift details your team needs to resolve commission questions.
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
Follow-up gets dropped when gift status and dates sit in one system while commission questions wait in another.
- Surface gift status and dates for follow-up.
- Reduce repeated manual gift searches.
- Keep commission references attached to the review summary.
Setup
Build it in a few focused steps.
- 1Connect Adtraction and Blackbaud once in the Notis portal.
- 2Create an automation that looks up supplied Blackbaud gift IDs and summarizes details beside their Adtraction references.
- 3Choose a recurring schedule and supply the gift IDs and references for each run.
- 4Choose where run reports go, then test with one real linked gift.
Questions about this workflow
Will this find all gifts linked to Adtraction automatically?
No. Supply the Blackbaud gift IDs and Adtraction references for each run; no Adtraction event or direct search by reference is listed.
Can it update gift records?
The selected action retrieves gift details only. It can help identify follow-up needs, but it does not update the gift.
What if a gift ID is missing?
Have the automation report the missing identifier for follow-up instead of trying to infer it.
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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