Give event reviews the account context they need
When an operational event reaches a giving decision, pull in the current Daffy profile without another lookup.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get User Profile
Tool to retrieve the authenticated user's profile. use when you need details about the current user's account.
Why this helps
Account context is often missing exactly when a fast event review needs it.
- Adds relevant account context on demand
- Avoids repeated portal searches
- Lets your prompt control what gets reported
Setup
Build it in a few focused steps.
- 1Connect 7shifts and Daffy in Notis.
- 2Create an automation asking Notis to retrieve the authenticated Daffy profile when the event indicates it is needed.
- 3Choose notis_webhook and connect the event sender.
- 4Choose a private report destination.
- 5Send one representative event and confirm the returned profile fields are appropriate.
Questions about this workflow
Does this expose the entire profile?
Tell Notis to return only the details needed for the event review and use a private report channel.
Will it modify the account?
No. Get User Profile is read only.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 7shifts to Daffy. A trigger fires from one place; an action lands in another.
7shifts 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.
7shifts and Daffy, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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