Check Blackbaud gift details while handling Agility content
Keep a gift reference and its Blackbaud details together in one workflow, so you can verify context without switching tools to search by hand.
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 content task may refer to a specific gift, but looking up its amount, status, donor, and dates separately interrupts the work and leaves context scattered.
- Retrieve details for the specific gift ID provided with the request.
- Keep gift context attached to the related content task report.
- Avoid manual navigation to look up a referenced gift.
Setup
Build it in a few focused steps.
- 1Connect Agility CMS and Blackbaud in the Notis portal once.
- 2Create an automation in Automations, New Automation, or tell Notis the outcome in plain language from any channel.
- 3In one instruction, tell Notis to retrieve the Blackbaud gift details for the gift ID included in each request and summarize them in the run report.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with one real gift ID and check the returned details.
Questions about this workflow
Does the webhook find a gift from its Agility CMS title?
No. The request must include the Blackbaud gift ID. The action retrieves details by that ID.
Can this update the gift record?
No. The available action retrieves gift details; it does not update the Blackbaud record.
What information is returned?
The action provides details such as gift amount and currency, donor or constituent, gift type and status, and important dates, subject to the available record data.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agility cms to Blackbaud. A trigger fires from one place; an action lands in another.
Agility cms 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.
Agility cms and Blackbaud, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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