Confirm Sponsor Gifts the Instant They're Logged
Record a sponsor gift in Linear and instantly confirm it matches Blackbaud's record - zero discrepancies, full transparency.
Trigger
Public Team Issue Created
Fires when a new issue is created in a Linear *public* team. For private teams (lock icon in Linear's sidebar) use `LINEAR_PRIVATE_TEAM_ISSUE_CREATED`.
Action
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.
Why this helps
Sponsor gifts logged in Linear sometimes don't match Blackbaud records, causing confusion during reporting and sponsor communication.
- Catch data entry errors immediately
- Maintain accurate sponsorship records
- Prevent sponsor communication mishaps
- Simplify year-end reporting
Setup
Build it in a few focused steps.
- 1Connect Linear (public team) and Blackbaud to Notis.
- 2Tell Notis: 'When a new sponsor gift issue is created in the public team, look up that gift in Blackbaud by ID or donor name and verify the amount and date match.'
- 3Select 'Public Team Issue Created' as your trigger.
- 4Set notification channel to Slack (works best for quick alerts).
- 5Test with a real sponsor contribution - you'll see a match or mismatch alert within moments.
Questions about this workflow
What if the gift ID hasn't been generated yet?
Include the sponsor name instead - Notis finds the most recent matching gift and verifies it. You can also mention amount/date for certainty.
What happens if there's a discrepancy?
Notis flags it clearly: shows what's in Blackbaud vs. what you logged in Linear, so you can correct the error immediately.
Can I test this without triggering the automation?
Yes - ask Notis to 'manually check sponsor [name]' anytime in chat. The automation only runs on new Linear issues.
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.
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.
Comment Received Trigger
Triggered when a comment is received.
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.
Issue Created Trigger
Triggered when a new issue is created.
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.
Issue Updated Trigger
Triggered when an issue is updated. For example labels are changed, issue status is changed, 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.
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).
Private Team Issue Created
Fires when a new issue appears in a private Linear team (polled with the connected user's token).
Private Team Issue Properties Updated
Fires when properties on an issue change in a private Linear team (polled with the connected user's token).
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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