Keep donor retention watch context in one place
Give the team a short, current note on the issue coordinating a donor retention response.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create a comment
Creates a new comment on a specified linear issue.
Why this helps
Retention concerns can be hard to act on when relevant context is scattered across records and discussions.
- Bring current relevant context to a shared issue.
- Summarize changes for easier team review.
- Make retention follow-up more visible.
Setup
Build it in a few focused steps.
- 1Connect Blackbaud and Linear once in the Notis portal.
- 2Create an automation named Donor Retention Watch Notes.
- 3In one instruction, ask Notis to summarize available supporter context relevant to your stated retention criteria and comment on the specified existing Linear issue.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real example and the issue used to coordinate the response.
Questions about this workflow
Does it predict donor behavior?
It summarizes information available to it against criteria you provide; it should not be treated as a prediction without suitable data and review.
What if no retention concern is present?
Instruct Notis to skip the comment when there is no meaningful update.
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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