Review gift context for Agiled follow-ups on a schedule
Make it easier to pick up gift follow-ups by gathering details for the gift IDs already available to the scheduled run.
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
Follow-up work loses momentum when gift details must be looked up one record at a time after a delay.
- Gather details for gift IDs available to the run.
- Make follow-up context easier to review in a recurring report.
- Identify missing IDs or records that need manual attention.
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 review available Agiled follow-up gift IDs, retrieve their Blackbaud details, and report missing identifiers or useful context.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one real gift ID and check that the report helps advance the follow-up.
Questions about this workflow
Does this search Blackbaud for all gifts automatically?
The action retrieves a specific gift by ID. The workflow needs gift IDs available to the run.
Can the report compare gift history or trends?
The listed action retrieves details for a specific gift. Any history or baseline needed for comparisons must be supplied separately.
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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