Get a scheduled view of Blackbaud gift details
See gift amount, donor details, status and dates together when it is time 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 details live in a separate fundraising system, making routine checks easy to postpone or hard to fit between other work.
- Put routine gift checks on a predictable schedule
- Summarize important gift details in one report
- Surface missing gift IDs as items needing 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 the review outcome you want.
- 3Describe how to use gift IDs available from your Agile CRM process and summarize the returned Blackbaud details.
- 4Choose a Notis schedule and where run reports should go.
- 5Test with one real gift ID and check the returned details.
Questions about this workflow
Does this action find gifts by searching Agile CRM?
No. It retrieves details by Blackbaud gift ID. The gift ID must be available from your Agile CRM process or supplied in the automation context.
What information can the gift lookup return?
The action retrieves comprehensive details including gift amount and currency, constituent information, gift type and status, and important dates.
Can the schedule decide which gifts to review?
Notis can follow instructions using available context, but any list of gift IDs or selection criteria must be provided by your process or prompt.
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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