Schedule recurring reviews of specific Blackbaud gifts
Keep gift follow-up moving with a scheduled lookup for the Blackbaud gift IDs you provide to the automation.
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
When gift records need periodic follow-up, remembering which IDs to check and where to find their details creates avoidable overhead.
- Build a recurring review around gift IDs supplied to the automation.
- Receive returned gift details in the run-report channel you choose.
- Make missing IDs or lookup issues visible in the report.
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 retrieve gift details for the Blackbaud gift IDs you provide and summarize the results for review.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real example using a valid gift ID.
Questions about this workflow
Where do the gift IDs come from?
Supply the IDs in the automation context or through a connected data source that makes them available. Aeroleads does not provide a listed event that identifies Blackbaud gifts.
Will this search for all new gifts automatically?
No. The listed action retrieves a gift by ID. The automation needs the IDs to be available, and the schedule determines when it runs.
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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