Close payroll review with a donation history digest
End the monthly staffing routine with a donation history snapshot you can actually use.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Donations
Tool to retrieve a list of donations for the authenticated user. use after authentication to fetch donation history.
Why this helps
Donation history is easy to defer when payroll and scheduling already consumed the review time.
- Adds giving history to an existing review
- Keeps reports concise and actionable
- Makes year end preparation less scattered
Setup
Build it in a few focused steps.
- 1Connect 7shifts and Daffy in Notis.
- 2Create an automation asking Notis to summarize the latest 7shifts payroll review and retrieve the relevant Daffy donations.
- 3Choose a notis_cron schedule that follows your payroll review.
- 4Select the channel for run reports.
- 5Test with one recent payroll period.
Questions about this workflow
Can this report cover a custom date range?
Yes. Include the date range in the automation instruction or provide it when Notis asks.
Is this a tax report?
No. It is an operational digest and should be checked against your official records.
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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