Move reviewed gift details into a batch
Have Notis check incoming gift details against criteria you provide, then add qualifying gifts to the batch you specify.
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
Teams can spend time rechecking the same intake details before entering gifts, especially when volume rises.
- Apply your written review criteria consistently
- Keep qualifying gifts together in a batch
- Surface cases that need attention in run reports
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 review criteria and tell Notis to add qualifying received gifts to a specified existing batch.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real gift example, including a case that should not qualify.
Questions about this workflow
Does Blackbaud supply the review criteria?
No. Include the criteria in your instruction or in the information sent to the webhook.
Can this update donor records too?
The selected action adds gifts to a batch. It does not update supporter records.
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.
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.
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Retrieve the details of a gift by its identifier.
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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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