Prepare Blackbaud gift batches on a schedule from Agiled
Create a regular pause for donation intake, with supplied gift details gathered into an open Blackbaud batch for later processing.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Add Gifts To Batch
Add gifts to an existing open batch for later processing.
Why this helps
Donation handoffs can accumulate between fundraising work and the next batch preparation session.
- Create a predictable batch preparation routine.
- Add eligible gifts to an existing open batch for later processing.
- Use run reports to see what the scheduled run handled.
Setup
Build it in a few focused steps.
- 1Connect Agiled and Blackbaud once in the Notis portal.
- 2Create an automation in Automations, New Automation, and provide a name and prompt.
- 3Tell Notis which Agiled donation details to review and which open Blackbaud batch should receive eligible gifts.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one real donation example and verify the result in the open batch.
Questions about this workflow
Can Notis use any Agiled fields automatically?
The prompt can direct Notis to use information available to it, but the listed context does not specify particular Agiled fields or access details.
Does the scheduled run post the batch?
No. The listed action adds gifts to an existing batch for later processing.
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.
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.
Agiled and Blackbaud, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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