Get Blackbaud gift details when an Agiled follow-up needs context
Stop searching across records to answer a gift question. Hand Notis the gift ID and the follow-up context you have in Agiled.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Gift By ID
Retrieve the details of a gift by its identifier.
Why this helps
A follow-up can stall when the relevant gift amount, donor, type, status, or dates are not at hand.
- Retrieve comprehensive details for a specific gift.
- Give a follow-up task useful gift context in one run.
- Surface missing gift IDs instead of guessing which record to inspect.
Setup
Build it in a few focused steps.
- 1Connect Agiled and Blackbaud once in the Notis portal.
- 2Create an automation in Automations, New Automation, with a name and prompt.
- 3Tell Notis to use the supplied Blackbaud gift ID to retrieve gift details for the Agiled follow-up.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real gift ID and confirm the returned details support the intended follow-up.
Questions about this workflow
What does this lookup need?
It needs the Blackbaud gift ID. The listed action retrieves details for a specific gift by ID.
Can it find a gift from an Agiled project name alone?
The action is described as a gift-by-ID lookup. A project name is not listed as a lookup key.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agiled to Blackbaud. A trigger fires from one place; an action lands in another.
Agiled 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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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.
Agiled and Blackbaud, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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