Review Daffy gift records on a regular cadence
Set aside a recurring review of Daffy gift records so relevant charitable follow-up has a place in your operating rhythm.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Gifts
Retrieves gifts associated with the user's Daffy account.
Why this helps
When gift records live outside your relationship workflow, the next follow-up can be missed or require a fresh search each time.
- Retrieves a list of gifts for a scheduled review.
- Supports paging or filtering when needed.
- Leaves any link to Affinity context for you to verify.
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 Daffy gifts and summarize potential follow-up for review.
- 3Choose a recurring schedule as the trigger.
- 4Choose where Notis should send run reports.
- 5Test with one real run and review the returned gift records.
Questions about this workflow
Can Notis determine which gift belongs to which Affinity relationship?
No matching capability is specified. Include relationship context separately and verify any association.
Can this create a follow-up gift?
No. It retrieves gift records 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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