Prepare fundraising drive gifts for Blackbaud batch review
Gather gifts from a campaign process in one existing batch so the fundraising team can review them together.
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
After a fundraising drive, gift details can be scattered across CRM activity and require repetitive re-entry before batch processing.
- Gather campaign-related gift details for later processing
- Reduce repetitive post-campaign data entry
- Give the team a single batch to review
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 campaign outcome you want.
- 3Describe which drive-related gift details your Agile CRM process should send to an existing Blackbaud batch.
- 4Choose a Notis webhook trigger and where run reports should go.
- 5Test with one real drive gift and verify it was added to the intended batch.
Questions about this workflow
Does Notis identify campaign gifts automatically?
Only when the incoming data or prompt context identifies them. Ensure the Agile CRM process sends enough information to distinguish drive-related gifts.
Can I use this for multiple gifts?
The action supports adding one or more gifts to an existing batch. Confirm the prompt and incoming details identify each gift clearly.
Will the gifts be committed or posted automatically?
The action adds them to an existing batch for later processing. It does not itself mean the batch has been committed.
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.
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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.
Agile CRM and Blackbaud, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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