Keep your Daffy fund balance in view
Get a scheduled balance check in the channel where you already review work, so planned giving has a current reference point.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Balance
Tool to retrieve the authenticated user's fund balance. use after authenticating to confirm account funds.
Why this helps
When fund balances live in a separate account, checking them can become a last-minute step before a giving decision.
- Retrieve the authenticated user's current fund balance on a schedule.
- Bring the result into a report channel you already use.
- Reduce extra account-checking during giving planning.
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 your Daffy fund balance and summarize the result in the run report.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test with one real example and confirm the balance report.
Questions about this workflow
Does this move money or create a donation?
No. It retrieves your fund balance and reports it.
Can I choose when it runs?
Yes. Select a recurring schedule when setting the trigger in Notis.
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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