Check the Daffy fund balance
Know what is available before you commit to the next gift.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Balance
Tool to retrieve the authenticated user's fund balance. use after authenticating to confirm account funds.
Why this helps
Giving decisions slow down when balance checks require a separate manual login.
- Confirm available funds quickly
- Support confident giving decisions
- Keep balance checks in your workflow
Setup
Build it in a few focused steps.
- 1Connect Notis and Daffy once in the portal.
- 2Create an automation that retrieves and reports the fund balance.
- 3Choose a webhook trigger for balance requests.
- 4Choose the report channel and test before one planned gift.
Questions about this workflow
Does this create a gift?
No. It only retrieves the current authenticated fund balance.
When should I run it?
Run it before a planned gift or whenever your process requires a current balance check.
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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