Turn quarterly team recognition into giving
Close a quarterly team review with a gift that reflects the people who made the progress possible.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Gift
Tool to create a new charitable gift. use when you have recipient details and amount ready.
Why this helps
Recognition plans can be discussed in review meetings and forgotten before anyone executes them.
- Connects review decisions to action
- Keeps approval explicit
- Creates a repeatable recognition ritual
Setup
Build it in a few focused steps.
- 1Connect 7shifts and Daffy in the Notis portal.
- 2Create an automation asking Notis to summarize the quarterly 7shifts team review and create the approved Daffy gift.
- 3Pick a quarterly notis_cron schedule.
- 4Choose the report channel for approval and confirmation.
- 5Test with the latest quarter and verify the recipient and amount.
Questions about this workflow
Can the workflow select recipients from the review?
Only if the review supplies enough recipient detail or you instruct Notis to ask for confirmation.
Can it wait for approval?
Yes. Include an explicit approval checkpoint before Create 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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