Check Your Daffy Balance Before Planned Credential Gifts
See your available fund balance on a regular schedule before you act on planned certificate recognition 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
A planned recognition gift can stall when you need to check available funds and the giving plan is somewhere else.
- Retrieve the authenticated fund balance on a schedule
- Review available funds before making planned gifts
- Receive a run report in a channel you choose
Setup
Build it in a few focused steps.
- 1Connect Accredible certificates and Daffy once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis what you want from any channel.
- 3In one instruction, ask Notis to retrieve your Daffy fund balance for review before planned certificate recognition giving.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real scheduled run and review the returned balance.
Questions about this workflow
Does this workflow create a gift?
No. It retrieves your authenticated Daffy fund balance for review. Creating a gift requires a separate workflow and recipient details and amount.
Does Accredible start this workflow?
No Accredible trigger events are listed. This workflow starts on the recurring schedule you choose in Notis.
Can Notis know how much is planned for certificates?
Only if you provide that plan in your instruction or request. The balance action returns the authenticated user's fund balance.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Accredible certificates to Daffy. A trigger fires from one place; an action lands in another.
Accredible certificates 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)
Retrieves detailed non-profit information by EIN.
Get User Causes
Retrieves the charitable causes associated with a user's Daffy fund.
Connect any two apps with Notis in the middle.
Accredible certificates and Daffy, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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