See your recent fund contributions in one recap
Replace a manual account check with a scheduled summary of contributions returned by Daffy.
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
Regular contribution reviews are easy to postpone when they require opening another account and reconstructing the period.
- Review fund contribution activity on a recurring schedule.
- Get a concise report in the channel you choose.
- Make it easier to notice records that need follow-up.
Setup
Build it in a few focused steps.
- 1Connect Daffy once in the Notis portal.
- 2Create an automation from Automations, New Automation, and set the schedule you want.
- 3Tell Notis to retrieve contribution history for the review period, summarize returned records, and note pagination or unavailable period details.
- 4Select notis_cron and choose where run reports should go.
- 5Test with one real run and adjust the schedule if needed.
Questions about this workflow
Can the workflow know the exact contribution date range?
It can summarize records returned by Daffy. State the period in the instruction and have Notis report any limits if the action does not support that range directly.
Does this include donations made from the fund?
No. This action retrieves contributions to the fund. Donation history uses a separate action.
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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