Make upcoming stewardship work visible before the date arrives
Turn the relationship dates and follow-up rules you already track into planned Jira work for your team.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Bulk Create Issues
Creates multiple jira issues (up to 50 per call) with full feature support including markdown, assignee resolution, and priority handling.
Why this helps
Stewardship plans can be delayed when upcoming relationship dates are not connected to delivery tasks.
- Plan follow-up work ahead of known relationship dates
- Use your team's stated stewardship criteria
- Keep upcoming work visible in Jira
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.
- 3Ask Notis in one instruction to review upcoming relationship dates in the chosen window and create Jira tasks for stewardship actions defined by your team.
- 4Pick the recurring schedule trigger and choose where run reports should go.
- 5Test with one known relationship date and confirm the timing and task content.
Questions about this workflow
What stewardship actions will it create?
Specify your team's action rules and the fields or dates to use. Notis should not invent a relationship history or policy.
Can it avoid repeat tasks?
Instruct it to check Jira for a task for the same record and action before creating a new one.
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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