Check an extracted receipt against its Blackbaud gift record
Send the extracted receipt details with a Blackbaud gift ID to get a concise comparison for follow-up.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Gift By ID
Retrieve the details of a gift by its identifier.
Why this helps
Checking receipts against donor records means switching between documents and Blackbaud, then remembering what did not match.
- Put document details beside the corresponding gift record
- Highlight mismatches for a person to review
- Keep the lookup and comparison in one run report
Setup
Build it in a few focused steps.
- 1Connect Affinda and Blackbaud once in the Notis portal.
- 2Create an automation with instructions to compare receipt extraction data with Blackbaud gift details.
- 3Provide the Blackbaud gift ID alongside the extracted receipt data and ask Notis to flag differences without changing the record.
- 4Choose a webhook trigger and select a report destination.
- 5Test with one real receipt and its known gift ID.
Questions about this workflow
Does this workflow update the gift record?
No. The available action retrieves gift details by ID. Notis can compare the returned details with the receipt extraction and report differences.
Where does the gift ID come from?
Supply it in the webhook request or automation instructions. The listed Affinda context does not provide an event that identifies a matching Blackbaud gift.
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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