Review your Daffy balance weekly
Start each week with a clear view of funds available for giving.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Balance
Tool to retrieve the authenticated user's fund balance. use after authenticating to confirm account funds.
Why this helps
Without a regular check, available funds can disappear from planning awareness.
- Build a reliable review habit
- Plan gifts with current information
- Reduce forgotten finance checks
Setup
Build it in a few focused steps.
- 1Connect Notis and Daffy once in the portal.
- 2Create an automation that retrieves and summarizes the fund balance.
- 3Choose a recurring schedule as the trigger.
- 4Select the report channel and test with one real balance run.
Questions about this workflow
Can I choose the weekly day?
Choose the recurring schedule that fits your operating rhythm in the automation setup.
Will it create donations?
No. It only reports the current balance.
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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