Check your Daffy fund balance on a schedule
A recurring balance check gives you a simple reference point when planning future charitable gifts.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Balance
Retrieves the authenticated user's Daffy fund balance.
Why this helps
Planning donations is harder when you have to remember to sign in and check your fund balance first.
- Retrieve the authenticated user's fund balance on a recurring schedule.
- Send run reports to a channel you already use.
- Reduce the need to remember a separate balance-check task.
Setup
Build it in a few focused steps.
- 1Connect Abstract and Daffy once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to retrieve your Daffy fund balance and summarize the returned balance in the run report.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real run after connecting your authenticated Daffy account.
Questions about this workflow
Does this workflow create a gift when funds are available?
No. It retrieves the balance so you can use the information when planning giving.
Whose balance does it retrieve?
Daffy's Get Balance action retrieves the authenticated user's fund balance.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Abstract to Daffy. A trigger fires from one place; an action lands in another.
Abstract triggers
Daffy actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Gift
Creates a charitable gift.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Balance
Retrieves the authenticated user's Daffy fund balance.
Get Contributions
Retrieves contributions made to the authenticated user's Daffy fund.
Get Donations
Retrieves donation history from the authenticated user's Daffy account.
Get Gift by Code
Retrieves details of a gift by its unique code.
Get Gifts
Retrieves gifts associated with the user's Daffy account.
Get Non-Profit by EIN (v2)
Get User Causes
Retrieves the charitable causes associated with a user's Daffy fund.
Connect any two apps with Notis in the middle.
Abstract and Daffy, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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