Review past donations without a manual search
Bring your donation history into a regular review so giving records are easier to find when you need them.
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
Donation details can be scattered across accounts and easy to overlook when preparing a giving review.
- Retrieve donation history on a recurring schedule.
- Make past giving easier to review in your chosen channel.
- Reduce the effort of manual history lookups.
Setup
Build it in a few focused steps.
- 1Connect Daffy once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to retrieve the authenticated user's donation history and summarize the records returned.
- 4Pick a Notis cron schedule and choose where run reports go.
- 5Test with one real donation history lookup.
Questions about this workflow
Does this retrieve contributions to the fund as well?
No. This workflow retrieves donation history. Contributions are a separate Daffy action.
Can it summarize history for another user?
No. This action retrieves donation history for the authenticated user.
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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