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Notis

Gather commission gifts on a schedule

Use a recurring Notis run to turn commission data you provide into draft gifts grouped in a Blackbaud batch.

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

Commission checks often happen in scattered bursts, leaving donation details waiting in reports and inboxes.

  • Create a predictable review point for commission records.
  • Reduce manual copy and paste into Blackbaud.
  • Keep the final gift batch under human review.

Setup

Build it in a few focused steps.

  • 1Connect Adtraction and Blackbaud once in the Notis portal.
  • 2Create an automation that reviews supplied commission records and adds eligible gifts to a named open batch.
  • 3Choose a recurring schedule as the trigger and provide the commission data for each run.
  • 4Choose where run reports go, then test with one real commission record.

Questions about this workflow

Can the schedule retrieve Adtraction commissions by itself?

No Adtraction trigger events are listed for this package. Supply the commission data to Notis for the scheduled run.

Can I use a different open batch each time?

Describe the intended batch in the automation instruction and ensure it exists. The selected action adds gifts to an existing batch.

What happens when a record is incomplete?

Instruct Notis to report incomplete records for review rather than guessing missing gift details.

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.

TriggerScheduled

Add Gifts To Batch

Add gifts to an existing open batch for later processing.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Get Gift By ID

Retrieve the details of a gift by its identifier.

ActionInstant

Get Membership Details

Retrieve the details and status of a membership.

ActionInstant

Get Payment Transaction

Retrieve the status and details of an existing payment transaction.

ActionInstant

OneRoster OAuth2 Base API

Fetch OAuth configuration or public keys, or obtain an access token.

ActionInstant

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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