Review Gift Details Without Repeating the Search
Use a scheduled moment to gather the context for selected gifts and give your team a concise starting point for review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Gift By ID
Retrieve the details of a gift by its identifier.
Why this helps
Gift records can require follow-up, but finding the relevant details again competes with the work already on your calendar.
- Gather details for selected gifts in a recurring review.
- Keep gift amounts, statuses, donors, and dates together where available.
- Summarize results to reduce repeated searching.
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 which gift IDs made available by Agenty to look up and what details to summarize for your review.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real gift ID and confirm the summary is useful.
Questions about this workflow
Where do the gift IDs come from?
The automation needs the IDs to be supplied or made available by Agenty. The scheduled trigger does not discover them on its own.
Does this change Blackbaud records?
No. This workflow retrieves details for review and does not modify gift records.
Can it summarize several gifts?
Yes, if the automation receives the relevant IDs and the results fit the task. You can ask Notis to summarize each lookup for the report.
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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