See your Daffy fund balance on a schedule
Get a regular balance check in your report channel, so you can see available fund information without opening another app.
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
Checking fund balances means another context switch, and the result is easy to forget when planning giving.
- Bring the authenticated user's fund balance into a chosen report channel.
- Make recurring giving reviews easier to remember.
- Avoid manually opening Daffy just to check the balance.
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 your fund balance and summarize the returned amount and any useful context without assuming a target balance.
- 4Pick the notis_cron trigger and choose a schedule.
- 5Choose where run reports go and test with one real example.
Questions about this workflow
Does this workflow move money?
No. It retrieves and reports the authenticated user's fund balance. It does not create a gift.
Can Notis compare the balance with a goal?
Only if you provide the goal. Daffy's balance action returns the fund balance, not a personal target or 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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