Bring membership status into your Asana review flow
At the point a task is ready for review, get the related membership details without searching for the record by hand.
Trigger
Task Moved to Section
Triggers when a task is moved to a section in a project.
Action
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.
Why this helps
Membership review tasks often require a separate lookup for status, dates, and dues before anyone can decide what to do next.
- Retrieve membership status and dates when a task reaches review.
- Reduce back-and-forth before a membership decision.
- Keep the review anchored to an existing Asana task.
Setup
Build it in a few focused steps.
- 1Connect Asana and Blackbaud once in the Notis portal.
- 2Create an automation and describe that a membership review task should trigger a lookup using its member junction ID.
- 3Pick Asana's Task Moved to Section trigger for the project and review stage.
- 4Choose where Notis should send run reports.
- 5Test with a real task containing a valid member junction ID.
Questions about this workflow
What identifier does the membership lookup need?
Get Membership Details uses a member junction ID. The task or available context needs to supply that ID.
Which membership details can it retrieve?
The action can return program, category and subcategory, status and standing, start and expiration dates, dues information, and associated details.
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.
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Asana and Blackbaud, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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