Bring Daffy gifts into a regular review
Set a recurring schedule for Notis to retrieve Daffy gifts and prepare the returned activity for review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Gifts
Tool to retrieve a list of gifts. use when you need to page or filter gifts.
Why this helps
Giving activity can be easy to overlook when it is checked only during unrelated compliance work.
- Put gift review on a recurring schedule.
- Use Daffy's gift list as the source for the review.
- Keep review cadence consistent without manually starting each run.
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 retrieve Daffy gifts for review and specify any needed date range or paging criteria.
- 4Choose a recurring schedule trigger and where run reports should go.
- 5Test with one real example and confirm the returned gifts are useful for the review.
Questions about this workflow
Does this automatically identify compliance problems?
No. It retrieves gifts for review. Any criteria for evaluating them must be provided in the prompt.
Can it retrieve every gift?
The action supports paging or filtering. Include appropriate paging or filtering instructions if the review needs a particular range.
What starts this automation?
A recurring Notis schedule starts it.
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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