Create an approved gift to a prospect's charity
When you've decided to give, turn the confirmed recipient and approved amount from your research into a Daffy gift request.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Gift
Creates a charitable gift.
Why this helps
Once a giving decision is made, manually carrying recipient details and amount from research into the giving tool adds friction.
- Keep gift creation tied to an explicit request.
- Use the recipient details and amount you provide.
- Reduce re-entry after deciding to support a prospect's charity.
Setup
Build it in a few focused steps.
- 1Connect Aeroleads and Daffy once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to create a Daffy gift only when the request includes confirmed recipient details and an explicitly approved amount; otherwise report what is missing.
- 4Pick the Notis webhook trigger and choose where run reports go.
- 5Test with one real, approved gift request and confirm the gift details.
Questions about this workflow
Will the workflow decide how much to donate?
No. Include the amount you have approved in the request.
What if recipient details are incomplete?
The instruction should have Notis report missing details rather than create a gift.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Aeroleads to Daffy. A trigger fires from one place; an action lands in another.
Aeroleads 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.
Aeroleads and Daffy, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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