Get a regular Daffy fund balance check
Replace the extra login and balance check with a scheduled snapshot in your chosen Notis report channel.
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
A balance check is easy to forget when giving decisions are spread across a busy week.
- See the authenticated fund balance in a recurring report.
- Reduce context switching for routine checks.
- Keep the schedule and report destination in one automation.
Setup
Build it in a few focused steps.
- 1Connect Daffy once in the Notis portal.
- 2Create an automation asking Notis to retrieve your fund balance.
- 3Pick a recurring schedule and choose where run reports should go.
- 4Test with one run and confirm the returned balance.
Questions about this workflow
Does this workflow move money?
No. It retrieves the authenticated user's fund balance.
Can I choose how often it runs?
Yes. Choose a recurring schedule when setting the automation trigger.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinda to Daffy. A trigger fires from one place; an action lands in another.
Affinda 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.
Affinda and Daffy, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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