Plan Follow-Up With Donation History in View
See the donation history returned by Daffy in a concise scheduled report before planning the next campaign touchpoint.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Donations
Retrieves donation history from the authenticated user's Daffy account.
Why this helps
Campaign follow-up planning can stall when donation activity is tucked away in a separate account and hard to check in the moment.
- Bring donation history into a recurring follow-up review.
- Let Notis summarize the returned records for easier scanning.
- Keep planning focused without manually opening another service.
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 Daffy donation history and summarize it for ActiveTrail follow-up planning.
- 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 follow-up emails?
No. It retrieves donation history and prepares a report for planning.
Can the report identify donors who should receive a message?
You can ask Notis to summarize patterns in the returned records. Any audience criteria or follow-up decision should be supplied in your instruction and reviewed.
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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