Put selected payment checks on a schedule
For a known set of transaction IDs, schedule recurring status checks and receive the returned payment details in a run report.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
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.
Why this helps
Repeated status checks take focus away from other work, especially when transaction IDs and their outcomes are spread across tools.
- Set a recurring rhythm for selected transaction checks.
- Collect returned statuses and errors in one report.
- Spend less time reopening payment records one at a time.
Setup
Build it in a few focused steps.
- 1Connect Blackbaud once in the Notis portal.
- 2Create an automation in Automations, New Automation, and enter a name and prompt.
- 3Tell Notis which transaction IDs to retrieve and how to summarize the returned status; supply the IDs or their source in your instruction.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test with one real transaction ID and review the result.
Questions about this workflow
Can it scan every payment transaction?
The listed action retrieves details by transaction ID. Specify the IDs or a reliable source for them.
Does it retry failed payments?
No. It retrieves transaction details and errors for review; it does not retry payments.
How often can it run?
Choose a recurring schedule in the automation setup that suits your review routine.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Gmail to Blackbaud. A trigger fires from one place; an action lands in another.
Gmail triggers
Blackbaud actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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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.
Email Sent
Triggers when a Gmail message is sent by the authenticated user. It polls the 'SENT' label and emits metadata including sender, recipients, subject, timestamp, and thread ID.
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New Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
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.
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.
Connect any two apps with Notis in the middle.
Gmail and Blackbaud, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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