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Notis

Check giving milestones during project updates

Make a quick giving-history check part of the project milestone you already track.

Trigger

Project Properties Updated

Fires when properties on a Linear project change (status, lead, target date, priority, etc.). Covers projects in both public and private teams — polls with the connected user's token.

Action

Get Donations

Tool to retrieve a list of donations for the authenticated user. use after authentication to fetch donation history.

Why this helps

Giving milestones are easy to miss when they sit alongside many unrelated project changes.

  • Checks donation history when project context indicates a giving milestone.
  • Reduces the need to remember a separate history review.
  • Keeps results in a report for the project owner.

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.
  • 3Ask Notis in one plain-language instruction to retrieve recent Daffy donations on project status changes that indicate a giving milestone and summarize potentially related records for review.
  • 4Select the Linear Project Properties Updated trigger and choose a channel for run reports.
  • 5Test with one project status change that clearly refers to a giving milestone.

Questions about this workflow

Does a project status change make a donation?

No. This workflow only retrieves donation history for review.

How does Notis know the change relates to giving?

The project context and the plain-language instruction should make the giving milestone clear.

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.

TriggerScheduled

Create Gift

Tool to create a new charitable gift. use when you have recipient details and amount ready.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Get Balance

Tool to retrieve the authenticated user's fund balance. use after authenticating to confirm account funds.

ActionInstant

Comment Received Trigger

Triggered when a comment is received.

TriggerInstant

Get Contributions

Tool to retrieve list of contributions to the authenticated user's fund. use when needing to paginate through contribution history.

ActionInstant

Issue Created Trigger

Triggered when a new issue is created.

TriggerInstant

Get Donations

Tool to retrieve a list of donations for the authenticated user. use after authentication to fetch donation history.

ActionInstant

Issue Updated Trigger

Triggered when an issue is updated. For example labels are changed, issue status is changed, etc.

TriggerInstant

Get Gift by Code

Tool to retrieve details of a specific gift by its unique code. use after obtaining the gift code.

ActionInstant

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).

TriggerPolling

Get Gifts

Tool to retrieve a list of gifts. use when you need to page or filter gifts.

ActionInstant

Private Team Issue Created

Fires when a new issue appears in a private Linear team (polled with the connected user's token).

TriggerPolling

Get Non-Profit by EIN

Tool to retrieve information about a non-profit organization by ein. use after confirming the correct nine-digit ein.

ActionInstant

Private Team Issue Properties Updated

Fires when properties on an issue change in a private Linear team (polled with the connected user's token).

TriggerPolling

Get User Causes

Tool to retrieve a list of causes for a specified user. use after confirming the user id is valid.

ActionInstant

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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