Move emailed donation details into a Blackbaud gift batch
Donation details arrive in email while your fundraising work is elsewhere. Have Notis prepare supported gifts in an open Blackbaud batch so they are ready for review.
Trigger
New Email Received
Trigger for new emails in an AgentMail inbox
Action
Add Gifts To Batch
Add one or more gifts (donations) to an existing gift batch in Blackbaud Raiser's Edge NXT. Use this tool when you need to: - Append new gifts to an open batch for later processing - Batch multiple donations together before committing them - Add gifts with detailed information (payments, splits, custom fields) Prerequisites: - The batch must already exist (use a create batch action first if needed) - The batch must be in "open" status (not committed) - You need the batch_id (system record ID) and constituent_id (donor ID) for each gift Note: This action returns response details for all HTTP status codes (including errors). Check the status_code field in the response to determine success (200) vs errors (4xx/5xx).
Why this helps
Manually copying donation details from inbox messages into a gift batch creates duplicate work and leaves gifts easy to overlook.
- Capture gift information while reading new mail is not your focus.
- Keep gifts together in an existing open batch for later processing.
- Ask Notis to flag messages that lack enough information instead of guessing.
Setup
Build it in a few focused steps.
- 1Connect Agent mail and Blackbaud once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name and prompt.
- 3In one instruction, ask Notis to identify donation details in new emails and add supported gifts to a specified existing open batch.
- 4Pick Agent mail's New Email Received trigger and choose where run reports should go.
- 5Test with one real donation email and review the resulting batch entry.
Questions about this workflow
Does this create or post a gift batch?
The listed Blackbaud action adds gifts to an existing batch. The batch must already exist and be open; the action description does not say it posts the batch.
What should the instruction say when an email is missing details?
Tell Notis to leave the gift out of the batch and report which details are missing, rather than infer them.
Can I use this for every new email?
The event starts on new Agent mail messages. In your instruction, describe the donation messages and the batch to use so Notis can assess each message.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agent mail to Blackbaud. A trigger fires from one place; an action lands in another.
Agent mail 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 one or more gifts (donations) to an existing gift batch in Blackbaud Raiser's Edge NXT. Use this tool when you need to: - Append new gifts to an open batch for later processing - Batch multiple donations together before committing them - Add gifts with detailed information (payments, splits, custom fields) Prerequisites: - The batch must already exist (use a create batch action first if needed) - The batch must be in "open" status (not committed) - You need the batch_id (system record ID) and constituent_id (donor ID) for each gift Note: This action returns response details for all HTTP status codes (including errors). Check the status_code field in the response to determine success (200) vs errors (4xx/5xx).
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Gift By ID
Retrieves comprehensive gift details from Blackbaud Raiser's Edge NXT by gift ID. Use this tool when you need to fetch detailed information about a specific gift including: - Gift amount and currency - Donor/constituent information - Gift type and status - Important dates (gift date, post date) - Associated metadata and custom fields The gift_id is the unique system record ID (integer) that identifies the gift in Raiser's Edge NXT.
New Email Received
Trigger for new emails in an AgentMail inbox
Get Membership Details
Retrieves comprehensive membership details from Blackbaud Raiser's Edge NXT by member junction ID. Fetches detailed information about a specific membership including program name, category/subcategory, membership status and standing (Active, Lapsed), start/expiration dates, dues information, and associated constituent ID. Requires a valid member_junction_id (GUID) that uniquely identifies a membership junction record linking a constituent to a membership program in Raiser's Edge NXT. Returns error information in the response object for graceful error handling in agent workflows.
Get Payment Transaction
Retrieves payment transaction details from Blackbaud SKY Payments API. Use this to check transaction status, amounts, payment methods, and error details. Transaction IDs come from payment processing endpoints, checkout callbacks, batch operations, or webhook notifications. Requires: Payments API subscription key (Bb-Api-Subscription-Key) and OAuth Bearer token. This retrieves existing transactions; it does not process new payments.
OneRoster OAuth2 Base API
Tool to interact with Blackbaud OneRoster OAuth2 base endpoints. Use to fetch OpenID configuration (/.well-known/openid-configuration), JWKS key set (publickeys), or obtain an access token via the client credentials grant. Ensure client credentials are configured before using the token operation.
Connect any two apps with Notis in the middle.
Agent mail and Blackbaud, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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