Create a Daffy gift from an approved project request
Turn a complete, approved giving request into a Daffy gift while keeping the request's project context in the run report.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Gift
Creates a charitable gift.
Why this helps
A complete gift request can get buried among project work, while an incomplete request needs follow-up before it is ready.
- Act on requests only when recipient and amount are supplied.
- Require explicit approval in the request before creating a gift.
- Keep a report of the request and resulting action for review.
Setup
Build it in a few focused steps.
- 1Connect AccuLynx and Daffy once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to create a Daffy gift only when the request includes a clear recipient, amount, and explicit approval; otherwise report what is missing.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real approved request and verify its details before enabling routine use.
Questions about this workflow
What information must be present before a gift is created?
The request must include recipient details, an amount, and explicit approval. The Create Gift action is intended for when recipient details and amount are ready.
What happens if information is missing?
The instruction asks Notis to report what is missing instead of creating a gift.
Does AccuLynx trigger this directly?
No AccuLynx trigger event is listed. An external tool or custom backend must send an HTTP request to the Notis webhook.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Acculynx to Daffy. A trigger fires from one place; an action lands in another.
Acculynx 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.
Acculynx and Daffy, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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