Keep your Daffy profile easy to revisit
Add a periodic profile check to your account review routine and receive the result in your chosen report channel.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get User Profile
Retrieves the authenticated user's profile.
Why this helps
Account details are easy to overlook when there is no routine to revisit them.
- Retrieve the authenticated user's profile on a schedule.
- Keep profile review in a regular account routine.
- Receive results through a selected Notis report channel.
Setup
Build it in a few focused steps.
- 1Connect Daffy once in the Notis portal.
- 2Create an automation asking Notis to retrieve your authenticated profile.
- 3Pick a recurring schedule and choose where run reports should go.
- 4Test one run and review the returned profile.
Questions about this workflow
Does this retrieve another person's profile?
No. This action retrieves the authenticated user's profile.
Can the schedule be changed later?
Yes. Update the automation's recurring trigger in Notis.
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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