Create a Daffy gift from an approved giving decision
Send Notis the approved recipient and amount, and it can create the corresponding gift in Daffy.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Gift
Tool to create a new charitable gift. use when you have recipient details and amount ready.
Why this helps
Approved giving decisions can get lost between a compliance review and the follow-through in a donor-advised fund.
- Carry approved giving details into Daffy without re-entering them.
- Keep the action tied to a user-submitted decision.
- Receive a run report showing whether the gift was created.
Setup
Build it in a few focused steps.
- 1Connect 21risk and Daffy once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name and prompt.
- 3In one instruction, tell Notis to create a Daffy gift only when the webhook request includes an approved decision, recipient details, and amount.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real approved example that has complete recipient and amount details.
Questions about this workflow
Does 21risk provide the trigger for this workflow?
No. 21risk exposes no trigger events here. A Notis webhook starts the automation when it receives an HTTP request.
What details are needed to create a gift?
The request must provide recipient details and an amount. Notis should not infer missing gift details.
Does this workflow approve a donation?
No. It acts on a decision already marked approved in the submitted request.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 21risk to Daffy. A trigger fires from one place; an action lands in another.
21risk 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.
21risk and Daffy, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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