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Notis

Add Agility fundraising gifts to a Blackbaud batch

Capture incoming fundraising gift details and place them in the right Blackbaud batch, so your team can review and process them without re-entering each submission.

Trigger

Webhook received

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

Action

Add Gifts To Batch

Add gifts to an existing open batch for later processing.

Why this helps

Gift details arrive separately from the fundraising workflow, creating extra data entry and increasing the chance that a donation gets missed before batch processing.

  • Reduce manual re-entry of incoming gift details.
  • Keep gifts together in an existing batch for review.
  • Use the run report to spot submissions that need attention.

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 add the gift details supplied with each request to the specified existing open Blackbaud batch.
  • 4Pick the Notis webhook trigger and choose where run reports should go.
  • 5Test with one real example and confirm the gift appears in the intended batch.

Questions about this workflow

Does this create a new Blackbaud batch?

No. The available action adds gifts to an existing batch. Specify the open batch to use in your instruction.

Where do the gift details come from?

The webhook request must include the gift information to add. Notis cannot infer donor or payment details from Agility CMS content that does not provide them.

Does this post or commit the gifts?

The action adds gifts to a batch for later processing. Review and process the batch using your Blackbaud workflow.

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.

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.

Agility cms and Blackbaud, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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