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Review Daffy causes on a schedule

Keep the causes associated with a Daffy user visible in a regular review.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

Get User Causes

Retrieves the charitable causes associated with a user's Daffy fund.

Why this helps

Cause preferences can be out of sight when they are only checked during a specific giving decision.

  • Retrieve causes associated with a specified user.
  • Include cause review in a recurring giving routine.
  • Keep the lookup result in your Notis run report.

Setup

Build it in a few focused steps.

  • 1Connect Daffy once in the Notis portal.
  • 2Create an automation asking Notis to retrieve causes for a confirmed valid user ID.
  • 3Pick a recurring schedule and choose where run reports should go.
  • 4Test one run and review the returned causes.

Questions about this workflow

What identifier does this lookup need?

It needs a valid user ID for the specified Daffy user.

Does this action retrieve nonprofits?

No. It retrieves causes associated with the specified user.

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.

TriggerScheduled

Create Gift

Creates a charitable gift.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Get Balance

Retrieves the authenticated user's Daffy fund balance.

ActionInstant

Get Contributions

Retrieves contributions made to the authenticated user's Daffy fund.

ActionInstant

Get Donations

Retrieves donation history from the authenticated user's Daffy account.

ActionInstant

Get Gift by Code

Retrieves details of a gift by its unique code.

ActionInstant

Get Gifts

Retrieves gifts associated with the user's Daffy account.

ActionInstant

Get Non-Profit by EIN (v2)

Retrieves detailed non-profit information by EIN.

ActionInstant

Get User Causes

Retrieves the charitable causes associated with a user's Daffy fund.

ActionInstant

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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