Get a Blackbaud gift record from the ID in an email
When a teammate forwards a gift ID or asks about a specific contribution, get the Blackbaud record details in the run report without a separate search.
Trigger
New Email Received
Trigger for new emails in an AgentMail inbox
Action
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.
Why this helps
Looking up a gift ID by hand interrupts inbox work and makes quick donor questions take longer than they should.
- Retrieve details for the specific gift ID mentioned in a new message.
- See available amount, donor, type, status, and important dates together.
- Keep the lookup tied to the email that prompted it.
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 find a Blackbaud gift ID in new messages, retrieve that gift, and report the returned details.
- 4Pick Agent mail's New Email Received trigger and choose where run reports should go.
- 5Test with one real email that contains a valid gift ID.
Questions about this workflow
Does the email need to include a gift ID?
Yes. The Blackbaud action retrieves a gift by gift ID, so the message needs to provide the ID.
What information can the lookup return?
The action description includes amount and currency, donor or constituent information, gift type and status, and gift and post dates, among other details.
Will this update the gift record?
No. The listed action retrieves gift details; it does not update the record.
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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