Review past donations without losing your place
When a giving conversation raises the question of past donations, retrieve your Daffy donation history and review it in context.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Donations
Tool to retrieve a list of donations for the authenticated user. use after authentication to fetch donation history.
Why this helps
Past giving details can be hard to recall when you need them to make a new decision or answer a question.
- Bring donation history into a conversation when it is needed.
- Use retrieved records to inform a new giving decision.
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 donation history for the authenticated Daffy user when asked in WhatsApp and return the records for review.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with one real donation-history request.
Questions about this workflow
Does this show gifts or donations?
It uses Daffy's Get Donations action to retrieve the authenticated user's donation history.
Can it summarize the records?
Notis can summarize returned data, but any requested date range or comparison must be supported by the records returned.
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
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Get Gifts
Tool to retrieve a list of gifts. use when you need to page or filter gifts.
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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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