Get details for a gift with its code
Resolve a gift question quickly when the unique code is already in hand.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Gift by Code
Retrieves details of a gift by its unique code.
Why this helps
A follow-up can stall when a specific gift needs verification but its details are buried in account history.
- Retrieve details for a gift identified by its unique code.
- Avoid broad history searches when the relevant gift is known.
- Return a concise summary for the follow-up.
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and Daffy once through the Notis portal.
- 2Create an automation in Automations, New Automation.
- 3Tell Notis to retrieve details for the unique gift code included in the request and summarize the result.
- 4Choose notis_webhook as the trigger and select a run report destination.
- 5Test with one real request containing a valid gift code.
Questions about this workflow
Can it find the code if I only have a recipient name?
No. This lookup needs the unique gift code. If it is not available, use a gift list review to locate records.
Does looking up a gift change it?
No. The action retrieves gift details only.
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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