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Notis

Get the details for a gift mentioned in follow-up

If a specific Daffy gift comes up while working through Affinity relationships, retrieve its details using the gift code in your request.

Trigger

Webhook received

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

Action

Get Gift by Code

Retrieves details of a gift by its unique code.

Why this helps

A gift reference without its details can force you to stop relationship work and manually hunt through a separate giving record.

  • Retrieves details for a specific gift by its unique code.
  • Keeps lookup grounded in a code supplied with the Affinity context.
  • Supports review without changing the gift.

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 instruct Notis to retrieve the Daffy gift details for the code in the incoming request.
  • 3Choose the webhook trigger and include the gift code with the follow-up context.
  • 4Choose where Notis should send run reports.
  • 5Test with one real gift code.

Questions about this workflow

Can this find a gift if I only know the donor or nonprofit?

No. The gift-by-code action requires the unique gift code. Use the gifts list action when you need to browse or filter gifts.

Does the lookup update the gift?

No. It retrieves details for review 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.

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.

Affinity and Daffy, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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