Prepare donation form details for a Blackbaud gift batch
Send an extracted donation form to Notis and have its gift details added to an open Blackbaud batch for your team to 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
Donation details can sit in forms and inboxes while someone manually re-enters them into a gift batch.
- Reduce rekeying from donation forms
- Keep gifts grouped in an existing batch
- Give your team a clear review point before processing
Setup
Build it in a few focused steps.
- 1Connect Affinda and Blackbaud once in the Notis portal.
- 2Create an automation in Notis Automations or tell Notis what you want from any channel.
- 3Ask Notis to use extracted donation details to add a gift to the specified open Blackbaud batch, flagging missing or ambiguous details.
- 4Choose a webhook trigger and select where run reports should go.
- 5Test with one real donation form extraction and review the resulting batch entry.
Questions about this workflow
Does this automation create a new Blackbaud batch?
No. The selected action adds gifts to an existing batch. Include the batch identifier in the incoming request or automation instructions.
What if the extraction is missing a gift detail?
Tell Notis to report missing or ambiguous information for review rather than guessing. The available action adds gifts to a batch.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinda to Blackbaud. A trigger fires from one place; an action lands in another.
Affinda 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.
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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.
Affinda and Blackbaud, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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