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Notis

Review Daffy contributions without a manual lookup

Bring contribution history into a recurring report that is ready when you sit down to review giving.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

Get Contributions

Retrieves contributions made to the authenticated user's Daffy fund.

Why this helps

Contribution history can be easy to overlook when it lives outside the tools used to manage daily work.

  • Retrieve contribution history as part of a recurring review.
  • Get a concise summary of the returned records.
  • Reduce the need to switch tools just to check contribution history.

Setup

Build it in a few focused steps.

  • 1Connect Daffy once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and name it.
  • 3Tell Notis to retrieve Daffy fund contributions, summarize the returned records, and note when more history needs another page.
  • 4Pick a recurring schedule and choose where run reports should go.
  • 5Test with one real example and confirm the report reflects the returned records.

Questions about this workflow

What history does the action retrieve?

It retrieves contributions to the authenticated user's Daffy fund and supports pagination through contribution history.

Will the report always include every contribution?

The action may return paginated results. The instruction asks Notis to note when another page is needed.

Does this retrieve donations made from the fund?

No. Get Contributions retrieves contributions to the fund. Get Donations is a separate action for donation history.

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.

TriggerScheduled

Create Gift

Creates a charitable gift.

ActionInstant

Webhook trigger

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

TriggerInstant

Get Balance

Retrieves the authenticated user's Daffy fund balance.

ActionInstant

Get Contributions

Retrieves contributions made to the authenticated user's Daffy fund.

ActionInstant

Get Donations

Retrieves donation history from the authenticated user's Daffy account.

ActionInstant

Get Gift by Code

Retrieves details of a gift by its unique code.

ActionInstant

Get Gifts

Retrieves gifts associated with the user's Daffy account.

ActionInstant

Get Non-Profit by EIN (v2)

Retrieves detailed non-profit information by EIN.

ActionInstant

Get User Causes

Retrieves the charitable causes associated with a user's Daffy fund.

ActionInstant

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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