Keep Daffy gift records easy to review
A scheduled snapshot can make gift records simpler to scan and follow up on.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Gifts
Retrieves gifts associated with the user's Daffy account.
Why this helps
Gift activity can accumulate while manual review keeps getting pushed behind client work.
- Make gift records visible on a recurring schedule.
- Summarize returned records in a concise report.
- Flag when results require more pages or a narrower review.
Setup
Build it in a few focused steps.
- 1Connect Daffy once in Notis.
- 2Create an automation in Automations, New Automation, and select a schedule.
- 3Ask Notis to retrieve gift records, summarize the results, and state any pagination or date-range limitations.
- 4Choose notis_cron and select where reports should go.
- 5Test with one real run.
Questions about this workflow
Can the workflow report only gifts from a particular date range?
Use a period in the instruction if supported by the returned data. If the action does not provide date filtering, the report should state that limitation.
Does reviewing gifts change their status?
No. This workflow retrieves and summarizes gift records.
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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