Make your monthly giving review easier
Set a recurring reminder to retrieve your Daffy donation history, then review the records in your chosen report channel.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Donations
Tool to retrieve a list of donations for the authenticated user. use after authentication to fetch donation history.
Why this helps
Giving history is easy to postpone when it depends on remembering to open Daffy and gather the records yourself.
- Make a recurring giving-history review easier to remember.
- Receive retrieved records where you choose to read run reports.
Setup
Build it in a few focused steps.
- 1Connect Daffy once in the Notis portal.
- 2Create an automation in Notis and give it a name.
- 3Tell Notis to retrieve donation history for the authenticated Daffy user and return the records for review.
- 4Pick a recurring Notis schedule and choose where run reports should go.
- 5Test with one real run and confirm the returned history is useful.
Questions about this workflow
Does the schedule limit results to the previous month?
The listed action retrieves donation history. A date-limited review depends on date details being available in the returned records.
Does the workflow make donations on the schedule?
No. It retrieves history for review and does not create gifts.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 2chat to Daffy. A trigger fires from one place; an action lands in another.
2chat 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.
2chat and Daffy, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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