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Notis

Know Volunteer Status Instantly

A new volunteer signs up in Linear and you immediately know their membership status, making role assignment decisions instantly.

Trigger

Issue Created Trigger

Triggered when a new issue is created.

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

Assigning volunteer roles without knowing membership status leads to role conflicts, eligibility issues, and frustrated volunteers.

  • Assign roles correctly on first try
  • Prevent eligibility conflicts
  • Onboard volunteers faster
  • Reduce back-and-forth clarification

Setup

Build it in a few focused steps.

  • 1Connect Linear and Blackbaud integrations to Notis.
  • 2Ask Notis: 'When a volunteer signup issue is created, check that volunteer's membership status in Blackbaud and tell me if they're active, lapsed, or not a member.'
  • 3Select 'Issue Created' as your trigger and tag issues with a 'volunteer' label for precision.
  • 4Choose Slack for instant alerts during the signup process.
  • 5Test with a real volunteer signup - you'll see their membership status appear within seconds.

Questions about this workflow

What if the volunteer is not yet a member?

Notis flags them as 'no membership record' so you can decide whether to invite them to join before assigning roles.

Can I see renewal dates or standing issues?

Yes - Notis includes membership status, category, dates, and standing (Active/Lapsed/etc) so you have the full picture.

Does this work for multiple volunteers at once?

Yes - create a batch signup issue with multiple names and Notis checks each one, returning status for all volunteers in one report.

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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