Keep payment transaction checks on your schedule
Bring transaction status and error details into a focused report for follow-up.
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 issues can be missed when transaction identifiers and donor conversations are tracked in different systems.
- Review transaction status without repeated manual lookups
- Bring payment method and error details into one report
- Flag transaction IDs that need attention
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 transaction review you need.
- 3Describe how to use transaction IDs available from your Agile CRM process and report status, amount, method or errors.
- 4Choose a Notis schedule and where run reports should go.
- 5Test with one real transaction ID and verify the reported details.
Questions about this workflow
Where do transaction IDs come from?
They may come from payment processing endpoints, checkout callbacks, batch operations or webhook notifications. Your Agile CRM process must provide the IDs to the automation.
Can this workflow retry a failed payment?
No. The selected action retrieves transaction details. Use its status and error information to decide what follow-up is appropriate.
What if a transaction ID is unavailable?
The lookup needs a transaction ID. The prompt can report missing IDs as follow-up items, but it cannot retrieve a transaction without one.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Blackbaud.