Keep your giving balance visible
Receive a simple scheduled snapshot of the funds available for giving.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Balance
Tool to retrieve the authenticated user's fund balance. use after authenticating to confirm account funds.
Why this helps
A balance that lives in a separate dashboard is easy to forget when planning regular gifts.
- See available funds on a predictable cadence
- Plan gifts with current information
- Avoid unnecessary dashboard checks
Setup
Build it in a few focused steps.
- 1Connect 0CodeKit and Daffy in Notis once.
- 2Create an automation asking Notis to retrieve and summarize the Daffy fund balance.
- 3Choose the notis_cron trigger and set the recurring schedule.
- 4Choose where run reports should go.
- 5Test with one immediate run.
Questions about this workflow
How often can it run?
Choose the recurring schedule that fits your planning routine in the Notis automation setup.
Does it move money?
No. It only retrieves the current authenticated fund balance.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 0CodeKit to Daffy. A trigger fires from one place; an action lands in another.
0CodeKit 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.
Get Contributions
Tool to retrieve list of contributions to the authenticated user's fund. use when needing to paginate through contribution history.
Get Donations
Tool to retrieve a list of donations for the authenticated user. use after authentication to fetch donation history.
Get Gift by Code
Tool to retrieve details of a specific gift by its unique code. use after obtaining the gift code.
Get Gifts
Tool to retrieve a list of gifts. use when you need to page or filter gifts.
Get Non-Profit by EIN
Tool to retrieve information about a non-profit organization by ein. use after confirming the correct nine-digit ein.
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.
0CodeKit and Daffy, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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