Bring Payment Exceptions into a Regular Review
Gather selected transaction statuses and error details into a focused report for your next payment review.
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 exceptions can stay unresolved when transaction details are buried across workflows and no one has time to look each one up.
- Create a recurring review for selected transactions.
- See returned statuses and errors together.
- Give the team a clear list of items to investigate.
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 transaction IDs made available by Agenty to look up and to summarize returned statuses and errors for review.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real transaction ID and review the report.
Questions about this workflow
Will it discover all failed transactions?
No. The automation can look up IDs supplied or made available by Agenty. The source must provide the transaction IDs to review.
What should I ask Notis to report?
Ask it to summarize each returned status, amount, payment method, and any error details that are available.
Does the workflow retry or refund transactions?
No. This action retrieves transaction details only.
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.
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Webhook trigger
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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.
Agenty and Blackbaud, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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