Review your Daffy donations regularly
Bring donation history back into view on a schedule, with a short report you can scan when you plan your next giving steps.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Donations
Tool to retrieve a list of donations for the authenticated user. use after authentication to fetch donation history.
Why this helps
Donation history is easy to forget when it sits in an account you only open occasionally.
- Retrieve donation history from the authenticated Daffy account.
- See returned records in a scheduled run report.
- Make past giving easier to reference during planning.
Setup
Build it in a few focused steps.
- 1Connect Daffy once in the Notis portal.
- 2Create a new automation from Automations in the Notis portal.
- 3Tell Notis to retrieve your Daffy donation history and summarize the records returned.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test with one real example and review the report.
Questions about this workflow
Can it report donations beyond the records Daffy returns?
It can summarize returned records. If you need a particular date range or complete history, specify that requirement and review the returned data.
Does the report add or change donations?
No. It retrieves and summarizes donation history.
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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No card. Works with personal or business Daffy.