Know your available fund balance during planning
Bring your Daffy balance into a scheduled planning review before you consider charitable follow-up connected to your Affinity work.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Balance
Retrieves the authenticated user's Daffy fund balance.
Why this helps
Planning a charitable next step is harder when the available fund balance is out of sight and requires a separate manual check.
- Retrieves the authenticated user's current fund balance.
- Makes balance information available during a planned review.
- Supports informed consideration without initiating a 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 ask Notis to retrieve your Daffy fund balance for a concise planning review.
- 3Choose a recurring schedule as the trigger.
- 4Choose where Notis should send run reports.
- 5Test with one real run and confirm the returned balance is clear.
Questions about this workflow
Will this send a gift when the balance is available?
No. It only retrieves the authenticated user's fund balance. Creating a gift is a separate action and is not included.
Does the balance tell me whether a particular gift is affordable?
It provides the balance, but the desired amount and any other constraints must be supplied by you for a meaningful comparison.
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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