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Notis

One Status Change, Donations Batched Automatically

Stop re-typing donation details. Change status to 'approved' in Linear and Notis handles the Blackbaud entry instantly.

Trigger

Issue Updated Trigger

Triggered when an issue is updated. For example labels are changed, issue status is changed, etc.

Action

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).

Why this helps

Manually entering the same donation data twice (once in Linear notes, once in Blackbaud) is repetitive, error-prone, and cognitively exhausting.

  • Eliminate duplicate data entry
  • Process donations faster
  • Reduce transcription errors
  • Free up time for donor relationships

Setup

Build it in a few focused steps.

  • 1Connect Linear and Blackbaud integrations to Notis (portal setup, one-time).
  • 2In Notis, say: 'When a donation batch issue status changes to approved, add all donations listed in the issue to the Blackbaud gift batch with ID [your batch ID].'
  • 3Select 'Issue Updated' as your trigger and specify 'status = approved'.
  • 4Pick your notification channel and test with a real batch of donations.
  • 5Verify the gifts appear in Blackbaud without manual entry - you're done.

Questions about this workflow

How do I format donations in the Linear issue?

Notis is flexible: list them as bullet points with donor name, amount, and date. Or use a table. Notis extracts the data intelligently regardless of format.

What if a donation has custom fields?

Include them in your Linear issue description. Notis learns your organization's fields and maps them automatically in subsequent runs.

Can I change the batch ID after creating the automation?

Yes - just update the automation prompt or let Notis know the new batch ID in conversation. Changes take effect immediately.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Linear to Blackbaud. A trigger fires from one place; an action lands in another.

Linear 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

Comment Received Trigger

Triggered when a comment is received.

TriggerInstant

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

Issue Created Trigger

Triggered when a new issue is created.

TriggerInstant

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

Issue Updated Trigger

Triggered when an issue is updated. For example labels are changed, issue status is changed, etc.

TriggerInstant

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

Private Team Comment Created

Fires when a new comment is posted on an issue in a private Linear team (polled with the connected user's token).

TriggerPolling

Private Team Issue Created

Fires when a new issue appears in a private Linear team (polled with the connected user's token).

TriggerPolling

Private Team Issue Properties Updated

Fires when properties on an issue change in a private Linear team (polled with the connected user's token).

TriggerPolling

Connect any two apps with Notis in the middle.

Linear and Blackbaud, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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