Give contribution records a monthly review
A short monthly check makes it easier to spot records that deserve a second look.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Contributions
Retrieves contributions made to the authenticated user's Daffy fund.
Why this helps
Contribution records can go unreviewed when the task has no clear place in the monthly routine.
- Review paginated contribution history on a recurring cadence.
- Surface records and limitations that may need follow-up.
- Create a repeatable review habit without manual account navigation.
Setup
Build it in a few focused steps.
- 1Connect Daffy once in Notis.
- 2Create an automation in Automations, New Automation, and set a monthly schedule.
- 3Ask Notis to retrieve relevant contribution pages, summarize the records, and identify incomplete coverage or missing period details.
- 4Select notis_cron and choose a run report destination.
- 5Test with one real run and review the report.
Questions about this workflow
Does this reconcile contributions against an external ledger?
Only if that ledger and its data are supplied. The action retrieves Daffy contribution history but does not provide an external baseline.
Can it identify missing contributions?
It can flag gaps only when a comparison baseline is supplied. Otherwise it can report the records Daffy returned and any pagination limits.
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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