Follow through on an approved matching gift
Turn a concrete matching commitment into a completed giving step without losing its context.
Trigger
Issue Created Trigger
Triggered when a new issue is created.
Action
Get Balance
Tool to retrieve the authenticated user's fund balance. use after authenticating to confirm account funds.
Why this helps
Matching opportunities often involve deadlines and extra context that make them easy to overlook.
- Keeps the match context attached to the giving task.
- Checks for a confirmed commitment before creating a gift.
- Makes follow-through and any missing details easier to spot.
Setup
Build it in a few focused steps.
- 1Connect Linear and Daffy to Notis once through the portal.
- 2Create an automation in the portal or ask Notis in a connected channel.
- 3Give Notis one plain-language instruction to create the gift only when a new issue documents a confirmed, approved match, the recipient, and the amount, and report the result.
- 4Select the Linear Issue Created trigger and choose a channel for run reports.
- 5Test with one real matching-gift commitment that has all required details.
Questions about this workflow
Can this calculate an employer match?
The workflow should use the confirmed gift amount recorded in Linear rather than calculate or assume a match.
What if the match is still pending?
Ask Notis to report that the commitment is not confirmed and wait to create a gift.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Linear to Daffy. A trigger fires from one place; an action lands in another.
Linear triggers
Daffy actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Gift
Tool to create a new charitable gift. use when you have recipient details and amount ready.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Balance
Tool to retrieve the authenticated user's fund balance. use after authenticating to confirm account funds.
Comment Received Trigger
Triggered when a comment is received.
Get Contributions
Tool to retrieve list of contributions to the authenticated user's fund. use when needing to paginate through contribution history.
Issue Created Trigger
Triggered when a new issue is created.
Get Donations
Tool to retrieve a list of donations for the authenticated user. use after authentication to fetch donation history.
Issue Updated Trigger
Triggered when an issue is updated. For example labels are changed, issue status is changed, etc.
Get Gift by Code
Tool to retrieve details of a specific gift by its unique code. use after obtaining the gift code.
Private Team Comment Created
Fires when a new comment is posted on an issue in a private Linear team (polled with the connected user's token).
Get Gifts
Tool to retrieve a list of gifts. use when you need to page or filter gifts.
Private Team Issue Created
Fires when a new issue appears in a private Linear team (polled with the connected user's token).
Get Non-Profit by EIN
Tool to retrieve information about a non-profit organization by ein. use after confirming the correct nine-digit ein.
Private Team Issue Properties Updated
Fires when properties on an issue change in a private Linear team (polled with the connected user's token).
Get User Causes
Tool to retrieve a list of causes for a specified user. use after confirming the user id is valid.
Connect any two apps with Notis in the middle.
Linear and Daffy, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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