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Notis

Keep donor follow-up issues current

Let Notis check available record details and refresh existing Linear issues when the work has changed.

Trigger

Recurring schedule

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

Action

Update issue

Updates an existing linear issue using its `issue id`; requires at least one other attribute for modification, and all provided entity ids (for state, assignee, labels, etc.) must be valid.

Why this helps

An issue can stop reflecting the donor context while the team continues to rely on it.

  • Bring relevant current context into existing issues.
  • Reduce time spent reconciling stale task details.
  • Keep updates focused on information that changes the work.

Setup

Build it in a few focused steps.

  • 1Connect Blackbaud and Linear once in the Notis portal.
  • 2Create an automation named Donor Follow-Up Issue Refresh.
  • 3In one instruction, ask Notis to compare available donor context with identified Linear issues and update issue descriptions only when a meaningful change is found.
  • 4Pick a recurring schedule and choose where run reports should go.
  • 5Test with one real donor record and its related issue.

Questions about this workflow

What information can it update?

Ask it to update only details present in available Blackbaud data and relevant to the existing issue.

How does it find the related issue?

Provide a matching rule or issue identifier in the instruction or request, using information that is available in both contexts.

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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