Check your donor profile while preparing follow-up
Get the account context you need for a giving follow-up in one reported run.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get User Profile
Retrieves the authenticated user's profile.
Why this helps
Switching from client management to a separate donor account just to confirm profile details interrupts follow-up work.
- Retrieve the authenticated user's Daffy profile on demand.
- Keep donor account context close to the client follow-up request.
- Avoid relying on remembered profile details.
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and Daffy once in the Notis portal.
- 2Create an automation using Automations, New Automation.
- 3Ask Notis to retrieve your Daffy profile and summarize only details relevant to the request.
- 4Choose notis_webhook and set where run reports should be delivered.
- 5Test with one real profile check request.
Questions about this workflow
Whose profile does this retrieve?
It retrieves the profile for the authenticated Daffy account connected to Notis.
Can it update my profile?
No. This action retrieves profile information; it does not edit account 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
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