Keep overdue pledge follow-up from slipping
Have Notis review the pledge information you can access and put qualifying follow-ups into Jira for the team.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Issue
Creates a new jira issue (e.g., bug, task, story) in a specified project.
Why this helps
Overdue pledge follow-ups can go unnoticed when someone has to remember to check records manually.
- Review pledge follow-up on a recurring schedule
- Create work for records that match your criteria
- Reduce manual checking and dropped follow-ups
Setup
Build it in a few focused steps.
- 1Connect Blackbaud and Jira once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis what to do from any channel.
- 3In one instruction, define what counts as overdue and ask Notis to create Jira tasks for qualifying pledge follow-ups.
- 4Pick the recurring schedule trigger and choose where run reports should go.
- 5Test with one real pledge example and verify the criteria before relying on scheduled runs.
Questions about this workflow
How does Notis know what counts as overdue?
State the due date rule and any grace period in the instruction. Do not rely on a threshold that was not provided.
Will it create duplicate tasks on each run?
Tell Notis to check Jira for an existing task for the same pledge before creating another, using the identifying details available.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Blackbaud to Jira. A trigger fires from one place; an action lands in another.
Blackbaud triggers
Jira actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Attachment
Uploads and attaches a file to a jira issue.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add Comment
Adds a comment using atlassian document format (adf) for rich text to an existing jira issue.
Add Watcher to Issue
Adds a user to an issue's watcher list by account id.
Assign Issue
Assigns a jira issue to a user, default assignee, or unassigns; supports email/name lookup.
Bulk Create Issues
Creates multiple jira issues (up to 50 per call) with full feature support including markdown, assignee resolution, and priority handling.
Create Issue
Creates a new jira issue (e.g., bug, task, story) in a specified project.
Link Issues
Links two jira issues using a specified link type with optional comment.
Create Project
Creates a new jira project with required lead, template, and type configuration.
Connect any two apps with Notis in the middle.
Blackbaud and Jira, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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