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Prepare Blackbaud gift batches from incoming Aeroleads data

Send a new prospect or giving submission to Notis and have its gift details prepared in your open Blackbaud batch for review.

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

Gift information arrives through different channels, leaving you to re-enter details and remember which donations still need processing.

  • Reduce manual gift entry from incoming prospect or giving data.
  • Keep gifts together in an open batch for review before processing.
  • Use Notis run reports to spot incomplete or ambiguous gift details.

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 the outcome you want from any channel.
  • 3In one instruction, ask Notis to use incoming Aeroleads data to add a gift to the specified open Blackbaud batch, flagging missing details.
  • 4Pick the webhook trigger and choose where run reports should go.
  • 5Test with one real example and confirm the gift appears correctly in the batch.

Questions about this workflow

Does Aeroleads provide a built-in trigger for this workflow?

No. Aeroleads has no listed trigger events, so this workflow starts when an HTTP request reaches a Notis webhook.

Will the gift be posted immediately?

The selected action adds gifts to an existing batch for later processing. Review the batch and complete Blackbaud's processing steps.

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.

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.

Aeroleads and Blackbaud, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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