Know Your Giving Budget Before the Campaign Goes Out
Check your available fund balance on a schedule, so campaign plans start with a clear view of what is available.
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 fundraising email can create expectations before you have checked the funds available to support the giving plan.
- See the authenticated fund balance alongside your campaign planning routine.
- Get a run report when the balance may need attention before a campaign goes out.
- Reduce last-minute account checks.
Setup
Build it in a few focused steps.
- 1Connect ActiveTrail and Daffy once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to retrieve the Daffy fund balance and summarize it for your giving campaign review.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real example and review the report.
Questions about this workflow
Does this workflow send a campaign or donation?
No. It retrieves the authenticated Daffy fund balance and reports it for review.
Can it decide whether the balance is sufficient?
You can ask Notis to compare the balance with a target amount you provide. The workflow should identify that target in its prompt.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveTrail to Daffy. A trigger fires from one place; an action lands in another.
ActiveTrail 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.
ActiveTrail and Daffy, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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