Keep your giving causes in view
Receive a regular reminder of the causes associated with your Daffy profile.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get User Causes
Tool to retrieve a list of causes for a specified user. use after confirming the user id is valid.
Why this helps
Cause preferences can fade into the background when giving decisions are spread across projects and seasons.
- Reconnect giving with your priorities
- Support seasonal planning
- Reduce repeated account lookups
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 relevant Daffy user causes.
- 3Choose the notis_cron trigger and set the recurring schedule.
- 4Choose a report channel for the cause review.
- 5Test with one scheduled run.
Questions about this workflow
Whose causes are retrieved?
The workflow uses the user identifier specified in your instruction and request context.
Does it change my causes?
No. It retrieves causes for review.
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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