Turn scheduled prospect reviews into Blackbaud gift entries
Set a recurring review so prospect information that includes a confirmed gift can be organized for Blackbaud batch processing.
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
Prospect details can sit in lead lists without a clear review rhythm, making it easy to overlook confirmed giving information.
- Create a recurring moment to review the prospect data available to Notis.
- Prepare only gift entries supported by the available information and your instruction.
- Surface missing gift details in run reports instead of silently guessing.
Setup
Build it in a few focused steps.
- 1Connect Aeroleads and Blackbaud once in the Notis portal.
- 2Create an automation in the portal or tell Notis what outcome you want from any channel.
- 3In one instruction, ask Notis to review available Aeroleads prospect data and add only confirmed gifts to the specified open Blackbaud batch.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real example and check the resulting batch entries and report.
Questions about this workflow
Does this workflow assume Aeroleads has a scheduled trigger?
No. It uses a Notis cron schedule. Notis can only use prospect information made available through the connected app and the automation's access.
Can Notis infer a donation amount from lead details?
No. The instruction should require confirmed gift information. If an amount or other required detail is missing, have Notis flag it in the run report.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Aeroleads to Blackbaud. A trigger fires from one place; an action lands in another.
Aeroleads 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.
Aeroleads and Blackbaud, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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