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Notis

Review publicly visible donations for a Daffy user

Bring public giving information into a relationship review with a confirmed Daffy user ID and a clear reminder that visibility is limited.

Trigger

Webhook received

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

Action

Get User Donations

Retrieves a user’s publicly visible donation history.

Why this helps

Researching public giving manually can interrupt relationship work, while assuming private donation history is available can mislead your follow-up.

  • Retrieves only publicly visible donations for the specified user.
  • Requires a confirmed user ID for the lookup.
  • Keeps the visibility limitation clear in the resulting review.

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 publicly visible donations for the confirmed user ID in the request.
  • 3Choose the webhook trigger and include the user ID with the Affinity context.
  • 4Choose where Notis should send run reports.
  • 5Test with one real, confirmed user ID.

Questions about this workflow

Does this retrieve a user's complete donation history?

No. It retrieves public donations only, so private giving may not appear.

Can the workflow identify the user from an Affinity contact name?

No. The action requires a user ID. Include a confirmed ID in the webhook request.

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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