Create a Daffy gift from an approved giving instruction
Move an approved gift request into Daffy with the key details ready, without re-reading documents or re-entering the request.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Gift
Creates a charitable gift.
Why this helps
Donation requests can get buried in generated documents, leaving founders to track down the amount and recipient before they can act.
- Carry an approved request from an ActiveMerge workflow into Daffy.
- Reduce manual re-entry of recipient and amount details.
- Keep incomplete or ambiguous requests from becoming gifts.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Daffy once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis what you want from any channel.
- 3In one instruction, say to create a Daffy gift only when the incoming request explicitly approves the donation and includes recipient details and amount; ask for clarification if anything is missing.
- 4Pick the notis_webhook trigger and have the ActiveMerge workflow send the request to its webhook.
- 5Choose a report channel and test with one real approved request.
Questions about this workflow
Will this create a gift from every document?
No. Instruct Notis to act only on an explicit approved giving request with recipient and amount details. Other or incomplete requests should be reported for review.
What starts the automation?
A notis_webhook trigger starts it when ActiveMerge or another authorized sender makes an HTTP request to the workflow.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveMerge to Daffy. A trigger fires from one place; an action lands in another.
ActiveMerge 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.
ActiveMerge and Daffy, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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