Bring past donations into your follow-up
Review what has already been given before you prepare the next giving conversation.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Donations
Retrieves donation history from the authenticated user's Daffy account.
Why this helps
Past giving details can be hard to recall when client work is spread across several tools.
- Retrieve donation history from the authenticated Daffy account.
- Summarize returned records for a specific follow-up.
- Separate past donations from contributions into the fund.
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and Daffy once in the Notis portal.
- 2Create an automation in Automations, New Automation.
- 3In one instruction, ask Notis to fetch donation history and summarize the records relevant to the request.
- 4Choose notis_webhook and a destination for run reports.
- 5Test with one real donation-history request.
Questions about this workflow
Is this the same as fund contribution history?
No. Donations are a separate history from contributions made into the fund.
Can the automation change donation records?
No. It retrieves and summarizes history; it does not edit past donations.
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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