Move fundraising commitments into a Blackbaud gift batch
Capture commitment details from Affinity and prepare a Blackbaud batch without re-entering each gift by hand.
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
Fundraising commitments can be scattered across Affinity records, while gift entry waits in a separate system and depends on manual follow-up.
- Reduce duplicate entry between the deal pipeline and gift processing.
- Keep proposed gifts together in an existing open batch.
- Use run reports to spot missing donation details before processing.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Blackbaud once in the Notis portal.
- 2Create an automation and describe how to identify eligible fundraising commitments and add supported gift details to an existing open batch.
- 3Choose a Notis webhook as the trigger and arrange for an HTTP request to start it when commitment details are ready.
- 4Choose where run reports should go.
- 5Test with one real commitment and confirm the gift appears in the intended batch.
Questions about this workflow
Does this create a new Blackbaud batch?
No. The available action adds gifts to an existing batch, so the prompt must identify the batch to use.
What if the Affinity record is missing gift details?
Have the automation report missing information and avoid adding a gift when required details cannot be established.
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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