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Integrate Blackbaud with your AI CRM

Blackbaud offers cloud-based software for nonprofits, schools, and healthcare institutions, supporting fundraising, financial management, and donor engagement in mission-driven organizations

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Explore Triggers and Actions

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).

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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.

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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.

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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.

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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.

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How the Blackbaud integration works

The Blackbaud integration connects your Dench AI CRM directly to Blackbaud, so agents can read and act on your Blackbaud data as part of everyday work — answering questions in chat, keeping your CRM in sync, and running automations without anyone copying data between tools.

5 actions are available for agents to invoke on your behalf. Every call runs through Blackbaud's own authorization, scoped to the account you connect.

Set up Blackbaud in Dench

  1. 1

    Sign in to your Dench workspace and open Integrations.

  2. 2

    Find Blackbaud and click Connect — you'll authorize access through Blackbaud's own sign-in flow. No API keys or code required.

  3. 3

    Ask an agent to use Blackbaud in chat, or call it from an automation.

  4. 4

    Manage or disconnect the connection any time from workspace settings.

Frequently asked questions

How does the Blackbaud integration work with Dench?

The Dench Blackbaud integration connects your AI CRM to Blackbaud, so AI agents can work with your Blackbaud data as part of chats, automations, and CRM workflows. You connect your account once, and every agent in your workspace can use it — governed by your workspace permissions.

What actions can AI agents perform with Blackbaud via Dench?

The Blackbaud integration currently exposes 5 actions, including Add Gifts To Batch, Get Gift By ID, Get Membership Details, Get Payment Transaction, and OneRoster OAuth2 Base API. Agents invoke them on your behalf from chat or from automations.

Do I need to write code to connect Blackbaud to Dench?

No. You connect Blackbaud from your Dench workspace using Blackbaud's own sign-in and authorization flow — no API keys to copy, no glue code to maintain.

Is the Blackbaud integration secure?

Connections are authorized through Blackbaud's own authentication flow, and Dench stores only the authorization needed to act on your behalf. You can review and disconnect the Blackbaud connection from your workspace settings at any time.