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Notis

Check a payment transaction as soon as its ID arrives

Have your payment process send a transaction ID to a Notis webhook, then let Notis retrieve the Blackbaud payment details for the run report.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

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

Payment callbacks and transaction IDs can arrive in one system while the status check happens manually somewhere else.

  • Start a lookup when your process sends a transaction ID.
  • See returned status and error details in the run report.
  • Reduce the delay between a callback and a manual check.

Setup

Build it in a few focused steps.

  • 1Connect Blackbaud once in the Notis portal and configure your process to send a transaction ID to a Notis webhook.
  • 2Create an automation in Automations, New Automation, and add a name and prompt.
  • 3Tell Notis to retrieve the transaction identified in the webhook request and report its status, amount, and any returned errors.
  • 4Pick the webhook trigger and choose where run reports go.
  • 5Test with one real request containing a valid transaction ID.

Questions about this workflow

Does Notis send the webhook request?

No. Your payment process or another system sends an HTTP request to start the automation.

Can the workflow change payment status?

No. The available action retrieves transaction details only.

What should the request include?

Include a valid transaction ID that the Blackbaud payment lookup can use.

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.

TriggerScheduled

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).

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

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.

ActionInstant

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.

TriggerPolling

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.

ActionInstant

New Gmail Message Received Trigger

Triggers when a new message is received in Gmail.

TriggerPolling

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.

ActionInstant

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.

ActionInstant

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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