Look up Blackbaud membership details from ClickUp
Bring membership facts into the task where your team is working.
Trigger
Task Created
Triggers when a new task is created in the configured Workspace.
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 questions require repeated searches across systems and interrupt planned work.
- Speeds membership support
- Surfaces standing and dates
- Keeps work in one context
Setup
Build it in a few focused steps.
- 1Connect ClickUp and Blackbaud in Notis once.
- 2Create an automation for membership lookups.
- 3Tell Notis to extract the membership junction ID from each new task and retrieve the complete Blackbaud membership record.
- 4Pick Task Created as the trigger and choose a report channel.
- 5Test with one task containing a real membership ID.
Questions about this workflow
What identifier is required?
The task must include the Blackbaud member junction ID.
Can the report include dues dates?
Yes. Ask Notis to include dues, expiration, standing, and any other returned details.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Clickup to Blackbaud. A trigger fires from one place; an action lands in another.
Clickup 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.
Folder Created
Triggers when a new Folder is created.
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.
Folder Deleted
Triggers when a Folder is deleted.
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.
Folder Updated
Triggers when a Folder is updated (renamed, content edited, etc.).
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.
List Created
Triggers when a new List is created.
List Deleted
Triggers when a List is deleted.
List Updated
Triggers when a List is updated (renamed, content edited, etc.).
Connect any two apps with Notis in the middle.
Clickup and Blackbaud, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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