Move donation details from Agile CRM into a Blackbaud gift batch
Keep donation information together for review without re-entering it by hand.
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
Donation details captured during sales or supporter conversations can be left in Agile CRM and never make it into the fundraising team's Blackbaud batch.
- Reduce duplicate entry between CRM and fundraising work
- Collect gift details in an existing batch for later processing
- Keep a clear run report for follow-up
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Blackbaud once in the Notis portal.
- 2Create an automation in the portal or tell Notis what outcome you want.
- 3Describe which Agile CRM donation details should be added to an existing Blackbaud gift batch.
- 4Choose a Notis webhook trigger and where run reports should go.
- 5Test with one real donation and confirm it appears in the intended batch.
Questions about this workflow
Does this create a new Blackbaud gift batch?
No. The selected action adds gifts to an existing batch. Make sure the prompt identifies the intended open batch.
How does the automation start if Agile CRM has no listed trigger events?
Use a Notis webhook. An HTTP request starts the automation, so configure the Agile CRM-side process to send the relevant donation details to that webhook.
Can Notis decide whether a gift is ready to add?
You can describe the eligibility rules in the prompt, but provide any required status or review context if it is not present in the data sent to Notis.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Blackbaud. A trigger fires from one place; an action lands in another.
Agile CRM 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.
Agile CRM and Blackbaud, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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