Connect Trello to Blackbaud
When something happens in Trello, Notis takes the next step in Blackbaud. Describe what you want in plain English, or start from one of the examples below.
When this happens · Trigger
Do this · Action
Ways Notis can move work from Trello to Blackbaud
Add a Trello donation card to a Blackbaud gift batch
When a Trello card records a donation, add the gift details to an open Blackbaud batch for later processing.
Refresh a Blackbaud gift record from an updated Trello card
When a specific Trello card changes, retrieve the related Blackbaud gift so the latest record can be reviewed alongside the card.
Check membership details before archiving a Trello card
When a Trello card is archived, retrieve the related Blackbaud membership details and report its standing for a clean closeout.
Check a Blackbaud payment after Trello activity
When Trello activity occurs, retrieve the referenced Blackbaud payment transaction and report its status or errors.
Verify Blackbaud OneRoster access when a Trello board is created
When a Trello board is created, retrieve Blackbaud OneRoster OAuth2 configuration or request an access token to confirm integration readiness.
Retrieve a Blackbaud gift summary for each new Trello card
When a card is created, fetch the referenced Blackbaud gift and summarize its amount, donor, date, type, and status.
Refresh membership standing after a Trello card update
When a membership-related Trello card changes, retrieve current Blackbaud membership details and report any status or date changes.
Audit Blackbaud gift status from Trello activity
When activity occurs in Trello, retrieve the referenced gift and report whether its status, dates, and amount match the work being discussed.
Run a final gift check when a Trello card is archived
When a card is archived, retrieve its Blackbaud gift and report a closeout summary for the record.
Supported Triggers and Actions
Notis builds workflows that link Trello to Blackbaud. A trigger fires from one place; an action lands in another.
Trello 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.
Card Archived Trigger
Triggered when a card is archived in the specified board
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.
New Activity Trigger
Triggered when there is activity in Trello.
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.
New Board Trigger
Triggered when a board is created in the specified workspace
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.
New Card Trigger
Triggered when a card is created in the specified board
Card Updated Trigger
Triggered when a specific card is updated
Four ways to start an automation.
A trigger is the event that kicks a workflow off. Notis supports four kinds: an event in a connected app, an inbound webhook, a recurring schedule, and soon, your own database.
Integration triggers
Fire when something happens inside a connected app. New Notion page, Stripe charge, Linear issue: any of 1,000+ apps can start a workflow.
Webhook triggers
A unique URL per workflow. Anything that can send an HTTP POST can start an automation, including no-code tools that speak webhooks.
Recurring triggers
Cron-style schedules run a workflow on the clock. Daily standups, hourly syncs, business-hours-only digests: the workhorse of Notis.
Database triggers
Watch a row, query, or threshold in your own database and fire the moment the data changes. Row inserted, value crosses a limit, query starts matching.
Classic automation breaks. AI adapts.
Same triggers and actions, smarter middle. AI handles the fuzziness that breaks traditional Zapier-style workflows the moment a field gets renamed.
Describe it. Notis builds it.
Skip the visual builder. Tell Notis what you want, in plain English. It writes the workflow, you review and deploy.
You · in the Notis Builder
NEW“When a row gets added to the Q4 OKRs Notion database and the status is Blocked, send a Telegram message to the owner with a summary of what's blocking, and ping me if there's no reply within 24 hours.”
Notis built this automation:
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1 monthEverything in the box.
Whatever starts the workflow, the platform underneath is the same: a thinking brain, full visibility, and you in control.
AI in the middle
Every step can include an LLM call: summarise, classify, extract, rewrite.
Full observability
Every run, every step, every input, all replay-able from Mission Control.
Human in the loop
Pause for approval. Notis pings you in chat with one-tap approve.
Self-healing
When an API changes shape, Notis adapts the parser. Less midnight fire-fighting.
More ways to connect Trello and Blackbaud
Connect any two apps with Notis in the middle.
Trello and Blackbaud, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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