Confirm your fund balance before planning a gift
Get a current balance check into the follow-up so you can decide what is feasible.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Balance
Retrieves the authenticated user's Daffy fund balance.
Why this helps
Planning a possible gift without checking the fund first can create unnecessary back-and-forth and uncertainty.
- Retrieve the authenticated user's current fund balance.
- Support informed gift planning with a current account check.
- Keep the balance check distinct from making a donation.
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and Daffy once in Notis.
- 2Create a new automation in Automations, New Automation.
- 3Tell Notis to retrieve the authenticated fund balance and report it in the context of the request.
- 4Select notis_webhook and choose a run report destination.
- 5Test with one real balance-check request.
Questions about this workflow
Does this workflow create a gift if the balance is sufficient?
No. It only retrieves the fund balance. Gift creation should be a separate, deliberate step.
Which fund balance is shown?
The action retrieves the balance for the authenticated Daffy user connected to the automation.
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.