Confirm funds before honoring a team pledge
A quick balance check keeps a pledge review grounded in the funds available right now.
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
Pledges can reach execution before anyone confirms that the giving account can cover them.
- Adds a practical safeguard before creation
- Returns current balance quickly
- Keeps pledge context attached to the result
Setup
Build it in a few focused steps.
- 1Connect 7shifts and Daffy in Notis.
- 2Create an automation instructing Notis to read the pledge amount and retrieve the Daffy balance.
- 3Choose notis_webhook and connect the pledge sender.
- 4Choose a private report destination.
- 5Send one pledge event and verify the comparison before enabling regular use.
Questions about this workflow
Does the balance check reserve funds?
No. It only retrieves the current authenticated balance.
What happens if the balance is too low?
Tell Notis to report the shortfall and ask for a revised decision instead of creating a gift.
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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