Confirm available funds before giving
Check the balance at the moment a donation plan becomes actionable.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Balance
Tool to retrieve the authenticated user's fund balance. use after authenticating to confirm account funds.
Why this helps
A gift plan can require rework when the available fund balance has changed since it was discussed.
- Base plans on current funds
- Prevent avoidable failed gift attempts
- Keep financial checks close to decisions
Setup
Build it in a few focused steps.
- 1Connect 0CodeKit and Daffy in Notis once.
- 2Create an automation asking Notis to retrieve the balance and compare it with the planned amount supplied in the request.
- 3Choose the notis_webhook trigger and include the planned gift amount.
- 4Choose a report channel for the funding result.
- 5Test with one real planned gift.
Questions about this workflow
Does this approve the gift?
No. It provides a balance check so you can decide whether to proceed.
What if the balance is lower?
Ask Notis to report the shortfall and pause the plan for your 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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