Check your Daffy profile while preparing for a conversation
Bring your authenticated donor profile into view when preparing a charitable conversation alongside your Affinity relationship context.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get User Profile
Retrieves the authenticated user's profile.
Why this helps
Account context can be easy to forget when a giving conversation is happening in the middle of a packed day.
- Retrieves the authenticated user's Daffy profile.
- Adds account context to a requested preparation workflow.
- Avoids making assumptions about public or other users' profiles.
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 your authenticated Daffy profile for the requested preparation context.
- 3Choose the webhook trigger and include the Affinity conversation context.
- 4Choose where Notis should send run reports.
- 5Test with one real preparation request.
Questions about this workflow
Does this retrieve an investor's Daffy profile?
No. This action retrieves the authenticated user's profile. A public profile lookup requires a username and uses a different action.
Will it update my Daffy profile?
No. The action retrieves profile information only.
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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