Put donor meeting prep where the work happens
Bring the useful donor context into the issue so meeting preparation does not become a last-minute scavenger hunt.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create a comment
Creates a new comment on a specified linear issue.
Why this helps
Meeting prep gets harder when relationship details and preparation tasks are separated.
- Make meeting preparation easier to find.
- Summarize only the context the team needs.
- Keep the brief attached to the relevant existing issue.
Setup
Build it in a few focused steps.
- 1Connect Blackbaud and Linear once in the Notis portal.
- 2Create an automation named Donor Meeting Prep.
- 3In one instruction, ask Notis to prepare a concise meeting brief from submitted donor details and comment on the specified Linear issue.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real meeting record and its related issue.
Questions about this workflow
Can the brief include suggested questions?
Yes. Ask Notis to suggest questions based on the submitted context, and review them before the meeting.
Does it create the meeting issue?
No. It adds a comment to the existing issue identified in the request.
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.
Create linear attachment
Creates a new attachment and associates it with a specific, existing linear issue.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create a comment
Creates a new comment on a specified linear issue.
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.
Get create issue default params
Fetches a linear team's default issue estimate and state, useful for pre-filling new issue forms.
Create a label
Creates a new label in linear for a specified team, used to categorize and organize issues.
Delete issue
Archives an existing linear issue by its id, which is linear's standard way of deleting issues; the operation is idempotent.
Get all teams
Retrieves all teams from the linear workspace without requiring any parameters.
Download issue attachments
Downloads a specific attachment from a linear issue; the `file name` must include the correct file extension.
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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