Keep your giving history visible in your regular review
A scheduled Notis run can bring your Daffy donation history into view so charitable follow-up does not depend on remembering to check it.
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
Donation history sits in a separate place from relationship work, so reviewing charitable activity can slip off a busy founder's list.
- Retrieves donation history for the authenticated Daffy user.
- Creates a recurring moment to notice giving activity that may need follow-up.
- Does not assume that donation records map to Affinity contacts.
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 review.
- 3Choose a recurring schedule as the trigger.
- 4Choose where Notis should send run reports.
- 5Test with one real run and confirm the returned history is useful.
Questions about this workflow
Does this show gifts or donations?
This action retrieves the authenticated user's donation history. Use the Daffy gifts list when you specifically need gift records.
Can the summary attribute donations to Affinity contacts?
No. The listed actions do not provide a contact-matching capability. Any attribution must come from context you provide and verify.
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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