Get a concise view of your donation history
Use a scheduled run to gather your donation history and make it easier to see what may deserve attention in your next review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Donations
Retrieves donation history from the authenticated user's Daffy account.
Why this helps
A long donation history can be tedious to revisit, especially when you are switching between fundraising, relationships, and personal giving.
- Retrieves the authenticated user's donation history for summary.
- Reduces manual effort to bring giving activity into a review.
- Keeps the summary limited to information the action returns.
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 and summarize your Daffy donation history for a regular check-in.
- 3Choose a recurring schedule as the trigger.
- 4Choose where Notis should send run reports.
- 5Test with one real run and confirm the summary accurately reflects returned history.
Questions about this workflow
Can the summary include activity that is not in Daffy donation history?
No. The summary can only reflect returned data and context you provide.
Is this the same as a fund contribution report?
No. Donation history and fund contributions are separate Daffy actions.
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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