Keep Giving Plans Connected to Contribution History
Bring contribution history into your scheduled campaign planning review, without adding another manual lookup.
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
Planning a new giving message without checking recent contribution activity can leave useful context buried in another account.
- Review contribution history in a predictable routine.
- Use one report to bring account activity into campaign planning.
- Reduce manual account navigation before drafting.
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 contributions and summarize relevant history for campaign 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 Daffy provide a complete contribution history?
The action retrieves the authenticated user's list of contributions. Notis can summarize the data returned by Daffy.
Can it compare contributions with ActiveTrail campaign performance?
Only if campaign performance data is available to the workflow. This action itself retrieves Daffy contribution history.
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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