Integrations / Fundraising
Connect Blackbaud to WhatsApp with an AI agent
Flann is an AI agent your business talks to on WhatsApp. Connect Blackbaud once, then ask Flann to look things up in it or get work done in it, by text or voice note. Here is what changes when Blackbaud talks to Flann.
5 actions in Blackbaud. 3 only look things up, and 2 create, update, send or delete. You connect with a one-click sign-in.
What you can ask Flann to do in Blackbaud
Send any of these on WhatsApp, in your own words. Flann finds the right Blackbaud action and fills in the details from the conversation.
“Look up the payment transaction in Blackbaud.”
“Add gifts in Blackbaud.”
What Flann can work with in Blackbaud
Blackbaud gives Flann 5 actions across 3 kinds of record. These are the ones you are most likely to use.
| Record | What Flann can do | Actions |
|---|---|---|
| Gifts | addlook up | 2 |
Doing it yourself, wiring up a rule, or asking an agent: here is how they compare for Blackbaud.
| Compare | Blackbaud on its ownEvery step is yours | A fixed workflowTriggers built in advance | With FlannThe work comes to your chat |
|---|---|---|---|
| How you ask | Log in and click through the screens | Only what was wired up in advance | Text or voice note, in your own words |
| Looking things up | By hand, screen by screen | Only the look-ups someone built | 3 look-ups, answered straight away |
| Creating and updating | Typed in by hand | Run unchecked once built | 2 changes, made from a message |
| Blackbaud records | All of them, one screen at a time | Only the ones you wire up | 3 kinds, from one chat |
| Set-up | Nothing new to set up | Someone builds and maintains each flow | One sign-in to Blackbaud |
YesPartlyNo
Step by step: Blackbaud jobs you can hand to Flann
Each step below names the Blackbaud action Flann actually runs.
Create a gift from a voice note
- You message Flann on WhatsApp: “Create a gift in Blackbaud with these details.”
- Flann runs
Get Gift By IDin Blackbaud and shows you what it found. - Flann runs
Add Gifts To Batchin Blackbaud. - Flann creates it in Blackbaud and confirms in the chat.
Get answers about your payment transactions
- You message Flann on WhatsApp: “What is the latest on our payment transactions in Blackbaud?”
- Flann runs
Get Payment Transactionin Blackbaud and shows you what it found. - Nothing in Blackbaud is changed: these are look-ups, so they run straight away.
Check your memberships from WhatsApp
- You message Flann on WhatsApp: “Show me where our memberships in Blackbaud stand.”
- Flann runs
Get Membership Detailsin Blackbaud and shows you what it found. - Nothing in Blackbaud is changed: these are look-ups, so they run straight away.
Repetitive Blackbaud work Flann takes off your plate
These are the jobs that come back every day or every week. Message Flann instead, and keep the decisions for yourself.
Receipts without the shoebox
Today
Paper receipts collect in the car, the wallet and the till drawer. At quarter end you key each one into Blackbaud from a crumpled pile.
With Flann
“Here is the fuel receipt from this morning, put it against the Ahmed job.”
Send a photo and Flann reads the supplier, date, amount and tax straight off it. It then prepares the expense in Blackbaud, coded to the job you named, with the image attached so your accountant can see the original.
What you stop doing: Quarter end no longer starts with a pile of faded paper.
A Monday look at the money
Today
On Monday mornings you want to know where the money stands, but the answer is spread across several screens in Blackbaud. So you guess, and plan the week on a hunch.
With Flann
“How do we stand this week? Cash in, cash out and anything overdue.”
Reading Blackbaud, Flann gives you a short picture of the week ahead: what is due in, what is due out and which invoices have just tipped into overdue. Nothing is changed.
What you stop doing: Planning the week no longer starts with guesswork.
More on this: how to hand repetitive tasks to an AI agent on WhatsApp.
How Flann connects to Blackbaud
- Search for Blackbaud in Flann’s Connectors.
- Sign in to your Blackbaud account on the secure page that opens and allow access. There is no developer account or API key to set up.
- Go back to WhatsApp and ask for what you need. Flann chooses the Blackbaud action and fills in the details.
Look-ups run as soon as you ask and change nothing in Blackbaud. You can disconnect Blackbaud from Connectors at any time.
Ways to use Blackbaud with Flann
Your month in one message
Ask “how did we do this month?” and Flann answers from Blackbaud in plain words, on your phone, between customers.
Log it while it is fresh
Send Flann a voice note about a payment or an expense. It prepares the entry in Blackbaud and shows it to you before saving.
Check before you promise
A customer asks for credit or a discount. Ask Flann what they have spent with you, straight from Blackbaud, before you answer.
Everything Flann can do in Blackbaud
The full list of Blackbaud actions available to Flann once you connect it.
Looks up 3
- Get Gift By ID
- Get Membership Details
- Get Payment Transaction
Changes 2
- Add Gifts To Batch
- OneRoster OAuth2 Base API
More Fundraising apps Flann works with
Common questions
What can Flann do with gifts in Blackbaud?
Flann can add and look up gifts in Blackbaud, using 2 actions (Add Gifts To Batch, Get Gift By ID). Looking up runs straight away and changes nothing. The other actions create or change gifts in Blackbaud.
How does Flann connect to Blackbaud?
Open Connectors in Flann, choose Blackbaud and sign in to your Blackbaud account on a secure page. There is no developer account or API key to set up. Once it is connected, Flann can use 5 actions in Blackbaud.
Can I use Blackbaud from WhatsApp?
Yes. You talk to Flann on WhatsApp or in the Flann app, by text or voice note, and Flann works in Blackbaud for you. You do not need to open Blackbaud.
Is Blackbaud included in my Flann plan?
Yes. Every Flann plan includes every app, Blackbaud included.