Get a scheduled summary of selected Blackbaud gifts
Set a recurring review of a gift ID list you maintain and receive the returned gift details in one report.
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
A recurring gift review can be easy to postpone when each record requires a separate lookup.
- Collect selected gift details in one scheduled report
- Reduce repeated manual lookups
- Keep attention on the records you choose to review
Setup
Build it in a few focused steps.
- 1Connect Affinda and Blackbaud once in the Notis portal.
- 2Create an automation and provide the gift IDs to review, or specify where the maintained list is included in the prompt context.
- 3Ask Notis to retrieve each gift's details and summarize the requested information, noting IDs that could not be reviewed.
- 4Choose a recurring schedule and a destination for run reports.
- 5Test with one real gift ID before relying on the recurring run.
Questions about this workflow
Where does the list of gift IDs come from?
Supply the IDs in the automation instructions or in the context available to the scheduled run. No Blackbaud list-trigger event is specified here.
Can the schedule discover newly created gifts?
Not from the listed action alone. It retrieves details for gift IDs supplied to the run.
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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