Keep Daffy fund contributions easy to review
Get contribution history surfaced on a recurring schedule, ready to scan alongside your other planning.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Contributions
Tool to retrieve list of contributions to the authenticated user's fund. use when needing to paginate through contribution history.
Why this helps
Reconstructing contribution history means reopening an account and looking through records when you would rather focus on decisions.
- Retrieve contribution records from your authenticated Daffy fund.
- Summarize the records returned for a quick review.
- Keep contribution history accessible in a regular report.
Setup
Build it in a few focused steps.
- 1Connect Daffy once in the Notis portal.
- 2Create an automation in Automations, then New Automation.
- 3Tell Notis to retrieve Daffy contribution history and summarize the returned records, noting if further pagination is needed.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test with one real example and review the contribution report.
Questions about this workflow
What if there are more contribution records than one response contains?
The instruction can ask Notis to paginate through contribution history where needed and report any limitation.
Does this create new contributions?
No. It retrieves contribution history for review.
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.
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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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