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Notis

Bring a Daffy user's cause context into preparation

When cause alignment matters to a relationship conversation, retrieve a Daffy user's causes with the ID you have confirmed.

Trigger

Webhook received

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

Action

Get User Causes

Retrieves the charitable causes associated with a user's Daffy fund.

Why this helps

Preparing a thoughtful giving conversation is harder when relevant cause information requires a separate lookup and the right user is uncertain.

  • Retrieves causes for a specified Daffy user.
  • Requires a valid user ID rather than guessing from a contact name.
  • Offers context for preparation without creating 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 the causes for the confirmed user ID in the incoming request.
  • 3Choose the webhook trigger and include the user ID with the preparation context.
  • 4Choose where Notis should send run reports.
  • 5Test with one real user ID you have confirmed.

Questions about this workflow

Does this return causes for the authenticated user?

The action takes a specified user ID. Provide the ID whose causes you need to retrieve.

Can causes be used to send a donation automatically?

No. This action retrieves cause information only. It does not create a gift.

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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