Stay current on your donation history
Make past giving easy to review with a scheduled Daffy report.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Donations
Tool to retrieve a list of donations for the authenticated user. use after authentication to fetch donation history.
Why this helps
Donation history is useful for planning and records, but it is often reviewed only when a deadline appears.
- Keep a regular giving record
- Prepare for reporting conversations
- Reduce last minute history searches
Setup
Build it in a few focused steps.
- 1Connect 0CodeKit and Daffy in Notis once.
- 2Create an automation asking Notis to retrieve and summarize donation history.
- 3Choose the notis_cron trigger and select a recurring schedule.
- 4Choose where run reports should go.
- 5Test with one real donation history review.
Questions about this workflow
Can the summary focus on a period?
Yes. State the period or comparison you want Notis to use in the automation instruction.
Will it create new donations?
No. It only retrieves donation history.
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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