Keep your Daffy profile details close at hand
Receive a light periodic profile summary to make account review easier to remember.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get User Profile
Retrieves the authenticated user's profile.
Why this helps
Account details are easy to forget when donor work is handled only occasionally.
- Retrieve the authenticated profile on a chosen cadence.
- Make periodic account review easier to remember.
- Keep reported details available in a selected channel.
Setup
Build it in a few focused steps.
- 1Connect Daffy once in Notis.
- 2Create an automation from Automations, New Automation, and choose a schedule.
- 3Ask Notis to retrieve your authenticated Daffy profile and summarize relevant returned details.
- 4Choose notis_cron and select where reports should go.
- 5Test with one real run.
Questions about this workflow
Does this update my profile?
No. The profile action retrieves information and does not change account details.
Can it check another user's private profile?
No. It retrieves the profile of the authenticated Daffy account connected to Notis.
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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