Find the gift records tied to a follow-up
Turn a gift history request into a focused review of the records Daffy returns.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Gifts
Retrieves gifts associated with the user's Daffy account.
Why this helps
Finding a particular gift in a growing history can turn a simple client update into a manual search task.
- Retrieve gift records for review from the connected Daffy account.
- Page through the list when needed.
- Summarize relevant matches without assuming missing details.
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and Daffy once in Notis.
- 2Create an automation from Automations, New Automation.
- 3Ask Notis to retrieve gift records related to the request, page through relevant results, and summarize matches and any search limits.
- 4Select notis_webhook and choose where reports should go.
- 5Test with one real gift history request.
Questions about this workflow
Can this look up a single gift by its code?
For a specific known gift code, use a separate code lookup workflow. This workflow retrieves and reviews the gift list.
What if the request is too broad?
Notis should report the available results and ask for a narrower time period or other search details when needed.
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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