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Notis

See which donor follow-ups still need attention

Ask Notis to review donor information and the active Linear queue, then report which follow-ups appear unresolved.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

List Linear issues

Lists non-archived linear issues; if project id is not specified, issues from all accessible projects are returned. can also filter by assignee id to get issues assigned to a specific user.

Why this helps

A donor action can remain open in one system while the team assumes it was already handled in another.

  • Compare available donor follow-up context with non-archived Linear issues.
  • Highlight records that may need an issue or a status check.
  • Get a scheduled summary without opening both systems.

Setup

Build it in a few focused steps.

  • 1Connect Blackbaud and Linear once in the Notis portal.
  • 2Create an automation named Donor Follow-Up Queue Review.
  • 3In one instruction, ask Notis to review available donor follow-up data and Linear issues, then report likely unresolved actions.
  • 4Pick a recurring schedule and choose where run reports should go.
  • 5Test with a real donor follow-up and its current Linear issue, if one exists.

Questions about this workflow

Will this create or update issues?

This workflow reviews and reports on listed issues. Use a separate automation if you want it to create or update work.

Can it match every donor record to an issue automatically?

Only if the available data provides enough shared identifying context. Tell Notis how to match records in your instruction.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Blackbaud to Linear. A trigger fires from one place; an action lands in another.

Blackbaud triggers

Linear actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Create linear attachment

Creates a new attachment and associates it with a specific, existing linear issue.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create a comment

Creates a new comment on a specified linear issue.

ActionInstant

Create linear issue

Creates a new issue in a specified linear project and team, requiring a title and description, and allowing for optional properties like assignee, state, priority, cycle, and due date.

ActionInstant

Get create issue default params

Fetches a linear team's default issue estimate and state, useful for pre-filling new issue forms.

ActionInstant

Create a label

Creates a new label in linear for a specified team, used to categorize and organize issues.

ActionInstant

Delete issue

Archives an existing linear issue by its id, which is linear's standard way of deleting issues; the operation is idempotent.

ActionInstant

Get all teams

Retrieves all teams from the linear workspace without requiring any parameters.

ActionInstant

Download issue attachments

Downloads a specific attachment from a linear issue; the `file name` must include the correct file extension.

ActionInstant

Connect any two apps with Notis in the middle.

Blackbaud and Linear, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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