Catch overdue pledges before follow-up slips
A scheduled review can turn overdue pledge details into a short, trackable Linear worklist.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
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.
Why this helps
Pledge follow-ups are easy to miss when due dates live in fundraising records rather than the team's daily queue.
- Create a recurring review point for pledge follow-ups.
- Make overdue work visible in Linear.
- Use returned pledge due-date information to focus attention.
Setup
Build it in a few focused steps.
- 1Connect Blackbaud and Linear once in the Notis portal.
- 2Create an automation named Overdue Pledge Follow-Up.
- 3In one instruction, ask Notis to review available pledge data and create a Linear issue for each overdue pledge needing action.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real example that includes pledge status and due date.
Questions about this workflow
Can Notis tell which pledges are overdue?
The review depends on due dates and status being available in the Blackbaud data Notis can access.
Can I set what counts as overdue?
Yes. State the timing rule and any exclusions in your automation 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.
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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