Collect extracted donation records in one gift batch
When a donation packet has several records, send the extracted details together and let Notis prepare them in one Blackbaud batch.
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
Processing several donation records one by one makes it easy to lose your place or overlook a record.
- Handle a set of extracted records in one run
- Keep the batch ready for review in Blackbaud
- Surface incomplete records in the run report
Setup
Build it in a few focused steps.
- 1Connect Affinda and Blackbaud once in the Notis portal.
- 2Create a Notis automation and describe how to handle a set of extracted donation records.
- 3Instruct Notis to add each complete record to the specified open gift batch and report records that need attention.
- 4Choose a webhook trigger and a destination for run reports.
- 5Test with one real multi-record extraction and inspect the batch and report.
Questions about this workflow
Can one run include multiple gifts?
Yes. The listed Blackbaud action supports adding one or more gifts to an existing batch.
Can Notis determine which batch to use?
Provide the batch identifier in the webhook request or automation instructions. The action does not create 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.
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.
Affinda and Blackbaud, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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