Summarize Daffy contributions quarterly
Create a repeatable contribution review before each quarterly planning session.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Contributions
Tool to retrieve list of contributions to the authenticated user's fund. use when needing to paginate through contribution history.
Why this helps
Quarterly reviews become stressful when contribution records are assembled at the last minute.
- Prepare earlier for reviews
- Reduce last minute record gathering
- Keep planning grounded in history
Setup
Build it in a few focused steps.
- 1Connect Notis and Daffy once in the portal.
- 2Create an automation that retrieves and summarizes contribution records.
- 3Choose a quarterly cron schedule as the trigger.
- 4Select a report destination and test with one contribution run.
Questions about this workflow
Can Notis include multiple pages?
Tell it to paginate through available contribution history for a complete summary.
Is this a tax filing workflow?
No. It is a contribution review and should be checked against your own records.
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.
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.
1password and Daffy, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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