Review gifts alongside investor relationship context
When a charitable commitment comes up in a relationship conversation, bring relevant Daffy gift records into a single review.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Gifts
Retrieves gifts associated with the user's Daffy account.
Why this helps
Giving follow-up can get lost between investor relationship notes and a separate donor-advised fund history.
- Retrieves a list of Daffy gifts for review.
- Provides a focused follow-up when charitable commitments surface in relationship work.
- Avoids assuming a gift exists or has a particular status.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Daffy once in the Notis portal.
- 2Create an automation in Automations, New Automation, and ask Notis to retrieve relevant Daffy gifts for review when the request includes a charitable follow-up question.
- 3Choose the webhook trigger and include the relevant context in the request.
- 4Choose where Notis should send run reports.
- 5Test with one real follow-up request and review the returned gift list.
Questions about this workflow
Can the workflow match a gift to an Affinity contact automatically?
No matching fields or integration events are specified. Include enough context in the webhook request to guide the review, and verify any relationship manually.
Does this create or update gifts?
No. It retrieves a list of gifts for review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Daffy. A trigger fires from one place; an action lands in another.
Affinity 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.
Affinity and Daffy, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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