Review Daffy contributions on a schedule
Keep contribution history close at hand with a scheduled retrieval and a Notis run report.
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 is easy to put off when you have to remember to retrieve it and review it separately.
- Bring contribution history into a regular review routine.
- Use the returned records to spot items that need attention.
- Reduce manual tool switching during bookkeeping.
Setup
Build it in a few focused steps.
- 1Connect ActiveCampaign and Daffy once in the Notis portal.
- 2Create an automation in Automations, New Automation.
- 3Tell Notis to retrieve Daffy contribution history and summarize the returned records.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real example and confirm the returned history is useful.
Questions about this workflow
Can it retrieve a long history?
Daffy contribution history may require pagination. Ask Notis to continue through the pages needed for your review.
Does this retrieve donations or contributions?
This workflow uses Daffy's Get Contributions action to retrieve contributions to the authenticated user's fund.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Active campaign to Daffy. A trigger fires from one place; an action lands in another.
Active campaign 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.
Active campaign and Daffy, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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