Check your Daffy balance on a schedule
Get a regular balance check without remembering to open Daffy and look it up yourself.
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
A planned gift can stall when you have to remember to check available fund balance first.
- Make balance checks part of a routine.
- See the retrieved balance in a Notis run report.
- Reduce the need to switch tools just to check available funds.
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 your Daffy fund balance and summarize the result in the run report.
- 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 workflow make a donation?
No. It retrieves the authenticated user's fund balance.
What starts the workflow?
The recurring schedule you select in the Notis automation setup.
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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