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Notis

Find a gift while the request is fresh

When you need to review Daffy gifts during a WhatsApp conversation, retrieve the gift list and return the records for review.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Get Gifts

Tool to retrieve a list of gifts. use when you need to page or filter gifts.

Why this helps

A gift detail can be difficult to find later if the request that prompted it is buried in a busy chat.

  • Retrieve gift records in response to a direct request.
  • Page or filter the list when reviewing relevant gifts.

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 Daffy gift list when requested in WhatsApp, using any supplied filter details, and return matching records for review.
  • 4Pick the Notis webhook trigger and choose where run reports should go.
  • 5Test with one real gift-list request.

Questions about this workflow

Can it narrow the list?

Daffy's Get Gifts action can page or filter gifts. Supply any relevant filter details in the request.

Does it create a gift?

No. This workflow retrieves gift records. Creating a gift requires Daffy's Create Gift action and a separate instruction.

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.

TriggerScheduled

Create Gift

Tool to create a new charitable gift. use when you have recipient details and amount ready.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Get Balance

Tool to retrieve the authenticated user's fund balance. use after authenticating to confirm account funds.

ActionInstant

Get Contributions

Tool to retrieve list of contributions to the authenticated user's fund. use when needing to paginate through contribution history.

ActionInstant

Get Donations

Tool to retrieve a list of donations for the authenticated user. use after authentication to fetch donation history.

ActionInstant

Get Gift by Code

Tool to retrieve details of a specific gift by its unique code. use after obtaining the gift code.

ActionInstant

Get Gifts

Tool to retrieve a list of gifts. use when you need to page or filter gifts.

ActionInstant

Get Non-Profit by EIN

Tool to retrieve information about a non-profit organization by ein. use after confirming the correct nine-digit ein.

ActionInstant

Get User Causes

Tool to retrieve a list of causes for a specified user. use after confirming the user id is valid.

ActionInstant

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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