Keep your Daffy fund balance visible
Set a recurring check so your available giving balance is easier to factor into planning.
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
Remembering to check a separate giving account can add another task to an already full workweek.
- See your current fund balance without remembering a separate manual check.
- Choose a report channel that fits your planning routine.
- Use the balance as context when considering future gifts.
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 fund balance and summarize it for planning.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real example after authenticating your Daffy account.
Questions about this workflow
What does this workflow retrieve?
It retrieves the authenticated user's Daffy fund balance.
Does it create a gift when the balance is available?
No. This workflow reports the balance and does not create a gift.
What starts the workflow?
A recurring schedule you choose in the Notis automation setup.
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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