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Notis

Keep Daffy donation history easy to review

Make donation history retrieval a recurring task, with the results ready in your Notis report.

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

Donation records can take extra effort to find when a review deadline arrives.

  • Retrieve donation history on a routine schedule.
  • Summarize returned records for a focused review.
  • Reduce last-minute searching through giving history.

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 donation history and summarize the results for review.
  • 4Choose a recurring schedule and select where run reports should go.
  • 5Test with one real example after authenticating Daffy.

Questions about this workflow

Does this retrieve fund contributions too?

No. It uses Daffy's Get Donations action for donation history. Use a separate workflow for fund contributions.

Where can I see the retrieved records?

Choose a report channel during setup. Notis sends the run report there.

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.

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.

Active campaign and Daffy, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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