Align your giving causes with current priorities
A quarterly cause review helps your giving reflect what your business and team care about now.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get User Causes
Tool to retrieve a list of causes for a specified user. use after confirming the user id is valid.
Why this helps
Cause preferences can stay unchanged long after the team's priorities have moved on.
- Creates space for deliberate cause choices
- Uses current account cause data
- Turns broad priorities into a reviewable shortlist
Setup
Build it in a few focused steps.
- 1Connect 7shifts and Daffy in Notis.
- 2Create an automation asking Notis to summarize current 7shifts priorities and retrieve the user's Daffy causes.
- 3Pick a quarterly notis_cron schedule.
- 4Choose the report channel.
- 5Test with the current quarter and add any priorities that 7shifts does not expose.
Questions about this workflow
Can Notis choose a cause automatically?
It can recommend options from the returned list, but your instruction should define whether approval is required.
What if priorities are not in 7shifts?
Supply them in the automation prompt or include them in the triggering request.
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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