Create a gift after the details are approved
When the recipient, amount, and approval are explicit, turn the request into a completed gift action.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Gift
Creates a charitable gift.
Why this helps
Approved giving requests can get delayed when the details must be re-entered into another account by hand.
- Reduce re-entry after a request is fully specified and approved.
- Require recipient details and amount before creation.
- Report the result so the action is visible.
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and Daffy once in the Notis portal.
- 2Create an automation in Automations, New Automation.
- 3Tell Notis to create a Daffy gift only when the request explicitly confirms approval and includes complete recipient details and amount; otherwise report what is missing without creating it.
- 4Choose notis_webhook and select a report destination.
- 5Test with one approved real example and verify the result in Daffy.
Questions about this workflow
Will the workflow create a gift from an unapproved client note?
No. The instruction requires explicit approval and complete gift details. Missing or ambiguous requests should be reported without creating a gift.
Can it choose the recipient or amount?
No. Both must be supplied in the request. The workflow should not guess gift details.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agencyzoom to Daffy. A trigger fires from one place; an action lands in another.
Agencyzoom 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.
Agencyzoom and Daffy, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Daffy.