Make Donation Batch Preparation a Routine
Set a recurring review point for donation details gathered by your Agenty workflows and prepare eligible gifts together.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Add Gifts To Batch
Add gifts to an existing open batch for later processing.
Why this helps
Donation follow-up can be delayed when staff must remember to revisit website activity and prepare a batch manually.
- Create a predictable checkpoint for supplied donation data.
- Prepare eligible gifts together for review.
- Receive a report when source details need attention.
Setup
Build it in a few focused steps.
- 1Connect Agenty and Blackbaud once in the Notis portal.
- 2Create an automation in Automations, New Automation, or describe it to Notis in plain language.
- 3Tell Notis to review donation details made available by Agenty and add eligible gifts to a specified open batch, reporting incomplete entries.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real donation example and review the batch entry.
Questions about this workflow
Does the schedule make Agenty collect data?
The schedule starts this Notis automation. Agenty must make the relevant data available for Notis to review.
Can I choose how often it runs?
Yes. Choose a recurring schedule when setting the trigger in Notis.
Will every source record become a gift?
The instruction can limit additions to records with sufficient donation information. Notis should report records that need attention.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agenty to Blackbaud. A trigger fires from one place; an action lands in another.
Agenty 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.
Agenty and Blackbaud, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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