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Review Blackbaud payment status on a schedule

Bring transaction status and available error details into a regular payment follow-up review.

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 follow-ups can remain open because checking transaction status requires a separate lookup and context switch.

  • Review transaction IDs available through Agiled work on a schedule.
  • See transaction status and available error details in the run report.
  • Help payment follow-ups move forward with clearer context.

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 to retrieve transaction details for IDs available through Agiled follow-up work and report status or errors for review.
  • 4Choose a recurring schedule and where run reports should go.
  • 5Test with one real transaction ID and verify the report supports the next step.

Questions about this workflow

What if a transaction ID is missing?

The listed action requires a transaction ID. Ask Notis to flag missing IDs in its report for manual follow-up.

Does this initiate payment processing?

No. The available action retrieves transaction details from Blackbaud SKY Payments.

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.

TriggerScheduled

Add Gifts To Batch

Add gifts to an existing open batch for later processing.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Get Gift By ID

Retrieve the details of a gift by its identifier.

ActionInstant

Get Membership Details

Retrieve the details and status of a membership.

ActionInstant

Get Payment Transaction

Retrieve the status and details of an existing payment transaction.

ActionInstant

OneRoster OAuth2 Base API

Fetch OAuth configuration or public keys, or obtain an access token.

ActionInstant

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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