Bring gift context into your Affinity relationship review
Start relationship reviews with the relevant gift facts already gathered, instead of switching systems to look them up.
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
Preparing a donor or investor relationship review takes extra context switching when gift records and relationship notes live in separate tools.
- Gather gift amount, date, status, and constituent details for review.
- Make scheduled relationship preparation more consistent.
- Highlight when a gift identifier or relationship match is unavailable.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Blackbaud once in the Notis portal.
- 2Create an automation that selects the Affinity relationships to review and retrieves only Blackbaud gifts with known gift IDs.
- 3Choose a recurring schedule as the trigger.
- 4Choose where run reports should go.
- 5Test with one real Affinity relationship and a known Blackbaud gift ID.
Questions about this workflow
Can this search Blackbaud for gifts by donor name?
The available action retrieves a gift by gift ID. The prompt needs a known gift ID or another reliable way to obtain one.
Will the workflow update Affinity records?
The listed Blackbaud action only retrieves gift details. Treat the result as review context unless an update action is available.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Blackbaud. A trigger fires from one place; an action lands in another.
Affinity 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.
Affinity and Blackbaud, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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