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Notis

Get scheduled summaries of specific Blackbaud gifts

Bring the details for selected gifts into one recurring review, without reopening records one at a time.

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

Looking up individual gifts across fundraising follow-ups can interrupt focused work and make review easy to postpone.

  • Collect selected gift details for a recurring review.
  • See the gift fields returned by Blackbaud in one report.
  • Reduce repeated navigation for gift IDs you need to check.

Setup

Build it in a few focused steps.

  • 1Connect AnyDB and Blackbaud once in the Notis portal.
  • 2Create an automation from any channel or in Automations, New Automation.
  • 3Tell Notis which gift IDs to retrieve and how to summarize the returned details.
  • 4Pick a recurring schedule and choose where run reports should go.
  • 5Test with one real gift ID.

Questions about this workflow

Does this find gifts without IDs?

The listed action retrieves a gift by ID. Provide the IDs in your instruction or available source context.

Which details can the report include?

The action can return comprehensive gift details, including amount, constituent information, gift type and status, and important dates.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link AnyDB to Blackbaud. A trigger fires from one place; an action lands in another.

AnyDB 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.

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

When this happens · Trigger

Do this · Action

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