Know your available Daffy balance each month
A short monthly operating review can end with a current Daffy balance, so giving plans match reality.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Balance
Tool to retrieve the authenticated user's fund balance. use after authenticating to confirm account funds.
Why this helps
Without a regular balance check, a planned gift can collide with an outdated view of available funds.
- Uses current fund information
- Creates a predictable planning moment
- Makes future gift decisions easier
Setup
Build it in a few focused steps.
- 1Connect 7shifts and Daffy in Notis.
- 2Create the automation and ask Notis to summarize the latest 7shifts month, then retrieve the Daffy balance.
- 3Pick a monthly notis_cron schedule.
- 4Choose where the run report should go.
- 5Test it with the current month and confirm the summary is useful.
Questions about this workflow
Does Get Balance create a donation?
No. It only retrieves the authenticated fund balance for planning.
Can Notis calculate a giving amount from 7shifts?
Yes, if you state the rule and provide any figures 7shifts does not expose directly.
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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