Make transaction follow-up a recurring review
Set a regular review for the transaction IDs you provide and have Notis gather the details that help with reconciliation.
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 checks can linger when transaction details are spread across separate lookups and reminders.
- Review supplied transactions in a regular routine
- Bring status and error details into one report
- Make unresolved checks easier to notice
Setup
Build it in a few focused steps.
- 1Connect Notis to Agentql and Blackbaud once in the portal.
- 2Create an automation by telling Notis the outcome you want, or use Automations, New Automation in the portal.
- 3In one instruction, provide the transaction IDs to review and ask Notis to summarize their status, amounts, methods, and errors.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real transaction ID and confirm the report matches your reconciliation needs.
Questions about this workflow
Will Notis find every transaction automatically?
The selected action looks up a transaction by ID. Supply the IDs to review in your instruction or another supported input.
Does the workflow reconcile or modify transactions?
It retrieves transaction details and summarizes them. Reconciliation decisions and any updates remain outside this action.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agentql to Blackbaud. A trigger fires from one place; an action lands in another.
Agentql triggers
Blackbaud actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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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
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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.
Agentql and Blackbaud, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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