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Notis

Keep your Daffy donation history easy to review

A scheduled summary helps you revisit donation history without adding another recurring lookup to your task list.

Trigger

Recurring schedule

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

Action

Get Donations

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

Why this helps

Giving records can be scattered across routines, making it harder to review them when planning or preparing notes.

  • Retrieve donation history on a schedule you choose.
  • Summarize returned records in a familiar report channel.
  • Make past giving easier to review during planning.

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 the authenticated user's Daffy donation history and summarize only the records returned.
  • 4Pick a recurring schedule and choose where run reports should go.
  • 5Test with one real example and check the summary against the returned history.

Questions about this workflow

Whose donation history is retrieved?

The action retrieves the authenticated user's donation history.

Does this include contributions made into the fund?

No. Donations and contributions are separate Daffy actions with distinct histories.

Can this create or change donations?

No. It retrieves and summarizes 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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