Keep Donation Follow-Up Work Moving in Jira
See the donation follow-up issues that match your team's Jira criteria in a short recurring review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Search issues
Advanced jira issue search supporting structured filters and raw jql.
Why this helps
Donation follow-up work can be scattered across a project, making it hard to see what still needs attention.
- Gather matching follow-up issues into a focused review.
- Use Jira filters your team already understands.
- Reduce manual searching when checking what remains open.
Setup
Build it in a few focused steps.
- 1Connect ChMeetings and Jira once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis in plain language from any channel.
- 3Describe the outcome: search Jira for donation follow-up issues matching the team's existing criteria and summarize their current state.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with a real matching issue and confirm the search criteria.
Questions about this workflow
Does this automation access donation records in ChMeetings?
It searches Jira using the available Jira search action. It only uses ChMeetings information if that data is available to the automation and included in its instruction or context.
Can it tell whether a donation follow-up is complete?
It can report fields available in Jira search results. Use a clear status or other Jira criterion to represent completion.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Chmeetings to Jira. A trigger fires from one place; an action lands in another.
Chmeetings triggers
Jira actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Attachment
Uploads and attaches a file to a jira issue.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add Comment
Adds a comment using atlassian document format (adf) for rich text to an existing jira issue.
Add Watcher to Issue
Adds a user to an issue's watcher list by account id.
Assign Issue
Assigns a jira issue to a user, default assignee, or unassigns; supports email/name lookup.
Bulk Create Issues
Creates multiple jira issues (up to 50 per call) with full feature support including markdown, assignee resolution, and priority handling.
Create Issue
Creates a new jira issue (e.g., bug, task, story) in a specified project.
Link Issues
Links two jira issues using a specified link type with optional comment.
Create Project
Creates a new jira project with required lead, template, and type configuration.
Connect any two apps with Notis in the middle.
Chmeetings and Jira, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Jira.