Skip to content
Notis

Audit Daffy gift codes monthly

Keep gift references useful when records are spread across receipts and notes.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

Get Gift by Code

Tool to retrieve details of a specific gift by its unique code. use after obtaining the gift code.

Why this helps

Unverified gift codes make later reporting and follow up slower.

  • Catch missing references
  • Improve record confidence
  • Simplify future reporting

Setup

Build it in a few focused steps.

  • 1Connect Notis and Daffy once in the portal.
  • 2Create an automation that checks each supplied gift code and summarizes results.
  • 3Choose a monthly cron schedule as the trigger.
  • 4Select the report channel and test with one audit run.

Questions about this workflow

Where should the codes be supplied?

Include the gift codes or their source in the automation instruction.

Can it repair an invalid code?

No. It can identify the issue for manual investigation.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link 1password to Daffy. A trigger fires from one place; an action lands in another.

1password triggers

Daffy actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Create Gift

Tool to create a new charitable gift. use when you have recipient details and amount ready.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Get Balance

Tool to retrieve the authenticated user's fund balance. use after authenticating to confirm account funds.

ActionInstant

Get Contributions

Tool to retrieve list of contributions to the authenticated user's fund. use when needing to paginate through contribution history.

ActionInstant

Get Donations

Tool to retrieve a list of donations for the authenticated user. use after authentication to fetch donation history.

ActionInstant

Get Gift by Code

Tool to retrieve details of a specific gift by its unique code. use after obtaining the gift code.

ActionInstant

Get Gifts

Tool to retrieve a list of gifts. use when you need to page or filter gifts.

ActionInstant

Get Non-Profit by EIN

Tool to retrieve information about a non-profit organization by ein. use after confirming the correct nine-digit ein.

ActionInstant

Get User Causes

Tool to retrieve a list of causes for a specified user. use after confirming the user id is valid.

ActionInstant

Connect any two apps with Notis in the middle.

1password and Daffy, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

Save your first hour today.

7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Daffy.