See grant reports coming due before they become urgent
Put upcoming reporting work in Jira while the team still has time to plan and gather what it needs.
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
Grant reporting requirements can hide in records until the deadline is uncomfortably close.
- Surface upcoming obligations through recurring review
- Give reporting work a visible Jira home
- Include known due dates and supplied context
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 grant deadlines within your chosen window and create Jira tasks for upcoming reports.
- 4Pick the recurring schedule trigger and choose where run reports should go.
- 5Test with one known grant deadline and confirm the review window and task details.
Questions about this workflow
What does upcoming mean for this workflow?
Choose a time window in the instruction, such as the next 30 days, and ensure the relevant due dates are available.
Can the workflow report missing deadlines?
It can report findings in the chosen run report channel. Do not ask it to create a dated task when no deadline is 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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