Review contributions without leaving follow-up mode
Bring contribution records into a concise review so past funding is easier to discuss.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Contributions
Retrieves contributions made to the authenticated user's Daffy fund.
Why this helps
Reconstructing contribution history from memory or separate records slows down giving conversations.
- Retrieve contribution history from the connected Daffy account.
- Summarize records returned for the requested review.
- Keep the contribution review tied to a specific follow-up need.
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and Daffy once through Notis.
- 2Create an automation from Automations, New Automation.
- 3Tell Notis to retrieve the requested contribution history and summarize the returned records, noting if more pages are needed.
- 4Choose the notis_webhook trigger and a report destination.
- 5Test with one real request to review contributions.
Questions about this workflow
Can it retrieve a long contribution history?
The action supports pagination. The instruction should ask Notis to continue through relevant pages when needed and report any limits reached.
Does contribution history include donations made from the fund?
This action retrieves contributions to the authenticated user's fund. Donation history is a separate record type.
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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