Review your donations with a monthly recap
Make past giving easier to review with one calm, scheduled summary.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Donations
Retrieves donation history from the authenticated user's Daffy account.
Why this helps
Without a regular review, donation records can become difficult to recall when planning future giving.
- Review donation history on a predictable cadence.
- Receive a brief summary in a selected report channel.
- Keep donation activity distinct from fund contributions.
Setup
Build it in a few focused steps.
- 1Connect Daffy once in Notis.
- 2Create a new automation in Automations, New Automation, and choose a monthly schedule.
- 3In one instruction, ask Notis to retrieve donation history for the intended review and summarize returned records, noting any limits.
- 4Choose notis_cron and the report destination.
- 5Test with one real run.
Questions about this workflow
Can I set a different schedule?
Yes. Choose the recurring schedule that fits the review routine when setting the cron trigger.
Will this add donations to Daffy?
No. It only retrieves donation history from the authenticated account.
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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