Review your Daffy contribution history regularly
Let Notis gather contribution history on a schedule and summarize the records returned, so your giving review has a clear starting point.
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 records take time to gather and review, especially when you need to page through history to see more than the latest entries.
- Retrieve contribution history from the authenticated Daffy fund.
- Summarize returned records in a report channel.
- Reduce repeated manual lookups when reviewing giving.
Setup
Build it in a few focused steps.
- 1Connect 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, ask Notis to retrieve and summarize contribution history, paging through results when needed and noting the records returned.
- 4Pick the notis_cron trigger and choose a schedule that fits your review routine.
- 5Choose where run reports go and test with one real example.
Questions about this workflow
Does the action return every contribution at once?
It can require pagination. Ask Notis to page through the available contribution history and make clear which records were retrieved.
Can it compare this period with the last one?
Only when the returned records include enough dates and detail to make that comparison. The action does not provide a separate historical baseline.
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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