Move an approved giving plan into Daffy
Keep planned giving visible in your task system and complete it when the right moment arrives.
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
A good intention can remain buried in a task list after its planned giving date passes.
- Keeps the plan and its intended timing in Linear.
- Requires clear approval and due-now intent before creating a gift.
- Reduces the chance that a planned gift is forgotten.
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.
- 3In one plain-language instruction, ask Notis to create a gift only for a new issue that specifies an approved recipient, amount, and gift due now; otherwise report what is missing.
- 4Select the Linear Issue Created trigger and choose a channel for run reports.
- 5Test with one real, approved plan that is due now.
Questions about this workflow
Does creating a future plan issue send a gift immediately?
The prompt should require that the gift is approved and due now before Notis creates it.
What if the scheduled date is in the future?
Have Notis report that it is not yet due and leave the planned gift for a later review.
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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