Get gift details from the Asana conversation
Keep a donor follow-up moving by retrieving the Blackbaud gift record from the Asana comment where the question came up.
Trigger
New Comment on Task
Triggers when a comment is added to a task in a project.
Action
Get Gift By ID
Retrieves comprehensive gift details from Blackbaud Raiser's Edge NXT by gift ID. Use this tool when you need to fetch detailed information about a specific gift including: - Gift amount and currency - Donor/constituent information - Gift type and status - Important dates (gift date, post date) - Associated metadata and custom fields The gift_id is the unique system record ID (integer) that identifies the gift in Raiser's Edge NXT.
Why this helps
A gift question in a project discussion can stall while someone switches systems to find the record and bring details back.
- Retrieve gift details in response to a project discussion.
- Reduce manual searching across fundraising systems.
- Keep follow-up connected to the comment that raised the question.
Setup
Build it in a few focused steps.
- 1Connect Asana and Blackbaud once in the Notis portal.
- 2Create an automation and describe that a gift ID in a new project comment should prompt a Blackbaud gift lookup.
- 3Pick Asana's New Comment on Task trigger for a project.
- 4Choose where Notis should send run reports.
- 5Test with a real comment containing a valid Blackbaud gift ID.
Questions about this workflow
Does the comment need a gift ID?
Yes. Get Gift By ID requires the Blackbaud gift ID. If the comment does not provide it or make it available, Notis cannot identify the specific record.
What information can the lookup return?
The action retrieves comprehensive gift details, including amount, donor or constituent information, gift type and status, and important dates, subject to the connected account's access.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Asana to Blackbaud. A trigger fires from one place; an action lands in another.
Asana 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 one or more gifts (donations) to an existing gift batch in Blackbaud Raiser's Edge NXT. Use this tool when you need to: - Append new gifts to an open batch for later processing - Batch multiple donations together before committing them - Add gifts with detailed information (payments, splits, custom fields) Prerequisites: - The batch must already exist (use a create batch action first if needed) - The batch must be in "open" status (not committed) - You need the batch_id (system record ID) and constituent_id (donor ID) for each gift Note: This action returns response details for all HTTP status codes (including errors). Check the status_code field in the response to determine success (200) vs errors (4xx/5xx).
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Gift By ID
Retrieves comprehensive gift details from Blackbaud Raiser's Edge NXT by gift ID. Use this tool when you need to fetch detailed information about a specific gift including: - Gift amount and currency - Donor/constituent information - Gift type and status - Important dates (gift date, post date) - Associated metadata and custom fields The gift_id is the unique system record ID (integer) that identifies the gift in Raiser's Edge NXT.
Attachment Added to Task
Triggers when an attachment is added to a task.
Get Membership Details
Retrieves comprehensive membership details from Blackbaud Raiser's Edge NXT by member junction ID. Fetches detailed information about a specific membership including program name, category/subcategory, membership status and standing (Active, Lapsed), start/expiration dates, dues information, and associated constituent ID. Requires a valid member_junction_id (GUID) that uniquely identifies a membership junction record linking a constituent to a membership program in Raiser's Edge NXT. Returns error information in the response object for graceful error handling in agent workflows.
New Comment on Task
Triggers when a comment is added to a task in a project.
Get Payment Transaction
Retrieves payment transaction details from Blackbaud SKY Payments API. Use this to check transaction status, amounts, payment methods, and error details. Transaction IDs come from payment processing endpoints, checkout callbacks, batch operations, or webhook notifications. Requires: Payments API subscription key (Bb-Api-Subscription-Key) and OAuth Bearer token. This retrieves existing transactions; it does not process new payments.
New Task Created
Triggers when a new task is created in a project.
OneRoster OAuth2 Base API
Tool to interact with Blackbaud OneRoster OAuth2 base endpoints. Use to fetch OpenID configuration (/.well-known/openid-configuration), JWKS key set (publickeys), or obtain an access token via the client credentials grant. Ensure client credentials are configured before using the token operation.
Task Moved to Section
Triggers when a task is moved to a section in a project.
Tag Added to Task
Triggers when a tag is added to a task. Note: Asana's event structure is inverted for tag events — the resource is the task and the parent is the tag. So parent.gid gives the tag GID.
Task Updated
Triggers when a task is updated in a project.
Connect any two apps with Notis in the middle.
Asana and Blackbaud, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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