Turn an approved giving email into a Daffy gift
When you have already approved a gift by email, let Notis create it in Daffy from the details provided.
Trigger
New Email Received
Trigger for new emails in an AgentMail inbox
Action
Create Gift
Tool to create a new charitable gift. use when you have recipient details and amount ready.
Why this helps
An approved donation request can sit in the inbox while the follow-through remains on your task list.
- Act on a clearly approved gift request in the email.
- Keep recipient and amount grounded in the message.
- Receive a report when required details are missing or ambiguous.
Setup
Build it in a few focused steps.
- 1Connect Agent Mail and Daffy once in the Notis portal.
- 2Create an automation from Automations, then New Automation.
- 3Tell Notis to create a Daffy gift only when the email clearly authorizes it and provides recipient and amount; report missing or ambiguous details for review.
- 4Pick the Agent Mail New Email Received trigger and choose where run reports go.
- 5Test with one real approved request and review the run report.
Questions about this workflow
Will every donation email create a gift?
No. The instruction should require explicit approval and clear recipient and amount details.
What if the recipient or amount is unclear?
Notis should report the missing or ambiguous detail for you to resolve before a gift is created.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agent mail to Daffy. A trigger fires from one place; an action lands in another.
Agent mail triggers
Daffy actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Gift
Tool to create a new charitable gift. use when you have recipient details and amount ready.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Balance
Tool to retrieve the authenticated user's fund balance. use after authenticating to confirm account funds.
New Email Received
Trigger for new emails in an AgentMail inbox
Get Contributions
Tool to retrieve list of contributions to the authenticated user's fund. use when needing to paginate through contribution history.
Get Donations
Tool to retrieve a list of donations for the authenticated user. use after authentication to fetch donation history.
Get Gift by Code
Tool to retrieve details of a specific gift by its unique code. use after obtaining the gift code.
Get Gifts
Tool to retrieve a list of gifts. use when you need to page or filter gifts.
Get Non-Profit by EIN
Tool to retrieve information about a non-profit organization by ein. use after confirming the correct nine-digit ein.
Get User Causes
Tool to retrieve a list of causes for a specified user. use after confirming the user id is valid.
Connect any two apps with Notis in the middle.
Agent mail and Daffy, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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