Keep your giving fund balance in view
A scheduled balance check gives you a simple, reliable snapshot for planning your next charitable gift.
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
Remembering to open a separate account just to check the fund balance adds one more task to a crowded week.
- Receive balance information on a cadence you choose.
- Keep giving planning in your normal report channel.
- Reduce manual account checks.
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 fund balance and summarize the returned balance.
- 4Pick a Notis cron schedule and choose where run reports go.
- 5Test with one real balance check.
Questions about this workflow
Can this workflow create a donation when the balance is high?
No. It retrieves and reports the fund balance; gift creation is a separate action.
When will the report arrive?
Choose the recurring schedule in the Notis cron trigger.
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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