Know your giving balance in the chat
When you ask about your available giving funds in WhatsApp, retrieve your authenticated Daffy balance and return it for a quick decision.
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
A giving idea can stall when you have to leave the conversation and find out how much is available in your fund.
- Get the current fund balance in response to a clear request.
- Make a giving decision with the account information at hand.
Setup
Build it in a few focused steps.
- 1Connect 2chat and Daffy once in the Notis portal.
- 2Create an automation in Notis and give it a name.
- 3Tell Notis to retrieve the authenticated Daffy fund balance when the WhatsApp request asks for it and return the result.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with one real balance-check request.
Questions about this workflow
Whose balance does it retrieve?
It retrieves the balance for the authenticated Daffy user connected to Notis.
Does it create a donation after checking the balance?
No. This workflow only retrieves the balance. A gift requires a separate instruction and recipient details.
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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