Keep your current fund balance visible
Know the latest reported balance without remembering to check the account manually.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Balance
Retrieves the authenticated user's Daffy fund balance.
Why this helps
A balance check can slip off the list until the moment a giving decision needs it.
- Retrieve the connected fund's current balance on a schedule.
- Deliver a compact report where it is easy to find.
- Support planning while leaving gift decisions with you.
Setup
Build it in a few focused steps.
- 1Connect Daffy once in the Notis portal.
- 2Create an automation from Automations, New Automation, and choose a recurring schedule.
- 3Tell Notis to retrieve the authenticated user's current fund balance and report the returned value with the run date.
- 4Select notis_cron and choose a report destination.
- 5Test once to confirm the report is useful.
Questions about this workflow
Does this schedule a gift?
No. It retrieves the current balance for review and does not create a gift.
Can the report include a balance trend?
A trend requires past balance snapshots. The workflow can report the current balance but needs historical data supplied or stored elsewhere to calculate a trend.
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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