Blackbaud

The Blackbaud piece in ZBrain Flow provides integration with Blackbaud's nonprofit management and fundraising platform, allowing you to automate donor relationship management directly from your workflows. This connector enables you to search contacts, manage donor records, track gifts, and access fundraising data without manual intervention. With Blackbaud integration, you can build automation that synchronizes donor information across systems, updates contact records, creates donation entries, and leverages fundraising data for targeted communications and reporting.

How to Use Blackbaud in ZBrain Flow?

Step 1: Select Blackbaud as Your Connection

• Click on the '+' button in the Flow and search for Blackbaud.

• Select Blackbaud.

• Decide on the action you need, then select it. ZBrain Flow provides several options:

  • Search Contacts After Date – Retrieve contacts updated after a specific date.

  • Upsert Contact on Email – Create or update contact records using email as the identifier.

  • Get Gift subtypes – Retrieve available gift categorization options.

  • Get Fundraising List – Access organized fundraising campaign data.

  • Create gift – Record new donations in your Blackbaud system.

How to Retrieve Contacts Updated After a Specific Date

Step 1: Connect to Blackbaud

• From the ‘Authentication' dropdown, click on 'Create connection.’

• If creating a new connection, provide:

  • A descriptive 'Connection Name'

  • Your 'Redirect URL' for OAuth authentication

  • Your Blackbaud 'Client ID' is a unique identifier assigned to your application when you register it in the Blackbaud Developer Portal.

  • Your Blackbaud 'Client Secret' is a confidential authentication key provided alongside your Client ID when you register your application with Blackbaud.

• Click 'Connect' to authenticate with Blackbaud, then 'Save' to create the connection.

Step 2: Enter API Key

• In the 'Subscription Key' field, enter your Blackbaud API subscription key.

Step 3: Specify Date Filter

• In the 'Last Modified Date' field, enter the cutoff date. This will retrieve only contacts that have been modified on or after this date.

How to Create or Update Contacts by Email

Step 1: Connect to Blackbaud

• For connecting to your Blackbaud account, follow the first step in the "How to Retrieve Contacts Updated After a Specific Date" section above.

Step 2: Enter API Key

• In the 'Subscription Key' field, enter your Blackbaud API subscription key.

Step 3: Define Contact Information

• In the 'Contact (JSON)' field, provide a JSON object containing the contact details. At a minimum, include the email address object with the 'address' property.

How to Retrieve Gift Subtypes

Step 1: Connect to Blackbaud

• For connecting to your Blackbaud account, follow the first step in the "How to Retrieve Contacts Updated After a Specific Date" section above.

Step 2: Enter API Key

• In the 'Subscription Key' field, enter your Blackbaud API subscription key.

After configuration, this action will query your Blackbaud system and return a comprehensive list of all available gift subtypes.

How to Get a Fundraising List

Step 1: Connect to Blackbaud

• For connecting to your Blackbaud account, follow the first step in the "How to Retrieve Contacts Updated After a Specific Date" section above.

Step 2: Enter API Key

• In the 'Subscription Key' field, enter your Blackbaud API subscription key.

Step 3: Select List Type

• From the 'Fundraising List' dropdown, select which type of fundraising list to retrieve. Options typically include campaigns, appeals, and funds.

Step 4: Configure Filter Options

• In the 'Last Modified Date' field, optionally enter a date to filter for items modified after that time.

• In the 'Date added' field, optionally enter a date to filter for contacts added after that time.

• In the 'Sort token' field, optionally provide a token from a previous request for pagination.

• Toggle 'Include inactive' to determine whether to include inactive fundraising items.

• In the 'Limit' field, specify how many records to return (default 500, maximum 5000).

How to Record Donations in Blackbaud

Step 1: Connect to Blackbaud

• For connecting to your Blackbaud account, follow the first step in the "How to Retrieve Contacts Updated After a Specific Date" section above.

Step 2: Enter API Key

• In the 'Subscription Key' field, enter your Blackbaud API subscription key.

Step 3: Define Gift Details

• In the 'Gift (JSON)' field, provide a JSON object containing the donation information.

After configuration, this action will create a new gift record in your Blackbaud system with the specified details.