Bring payment exceptions into your fundraising review
Review known transactions on a schedule so processing issues can be considered alongside fundraising relationships.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Payment Transaction
Retrieve the status and details of an existing payment transaction.
Why this helps
Payment problems can remain unnoticed when transaction results are checked only after someone remembers to look them up.
- Review a supplied set of transactions on a regular schedule.
- Summarize returned errors for fundraising follow-up.
- Keep the review grounded in known transaction IDs.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Blackbaud once in the Notis portal.
- 2Create an automation that checks supplied transaction IDs, summarizes returned errors, and identifies the related Affinity records when the relationship is known.
- 3Choose a recurring schedule as the trigger.
- 4Choose where run reports should go.
- 5Test with one real transaction that has a known outcome.
Questions about this workflow
Will this discover new payment transactions automatically?
No. The available action looks up a transaction by ID, so the workflow needs a supplied list of IDs.
Can it fix a failed payment?
No. It can report the returned status and error details for someone to review.
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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