Review contributions to your Daffy fund regularly
Bring contribution history into a recurring report so it is easier to keep track of fund activity.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Contributions
Tool to retrieve list of contributions to the authenticated user's fund. use when needing to paginate through contribution history.
Why this helps
Remembering to revisit fund contributions takes attention away from other founder work.
- Retrieve fund contribution history on a recurring schedule.
- Keep the results available in your chosen report channel.
- Reduce manual check-ins on fund activity.
Setup
Build it in a few focused steps.
- 1Connect Ably and Daffy once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis from any channel.
- 3Describe that the automation should retrieve Daffy fund contributions and report the returned results for review.
- 4Pick a recurring schedule trigger and choose where run reports should go.
- 5Test with one real run and review the returned contributions.
Questions about this workflow
What does this action retrieve?
It retrieves a list of contributions to the authenticated user's fund.
Can the workflow page through every contribution?
The action supports paginating through contribution history. Ask Notis to continue through the available pages if you need a complete review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Ably to Daffy. A trigger fires from one place; an action lands in another.
Ably 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.
Ably and Daffy, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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