Make Daffy contribution review recurring
Bring contribution history into a regular review without relying on memory alone.
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
Fund contributions and recipient donations are different records, and it can take effort to remember to review each one.
- Retrieve fund contributions separately from donation history.
- Support a consistent contribution review routine.
- Receive run reports where you prefer.
Setup
Build it in a few focused steps.
- 1Connect Daffy once in the Notis portal.
- 2Create an automation and describe the fund contribution review you want.
- 3Choose a recurring schedule as the trigger.
- 4Choose where Notis should send run reports.
- 5Test with one real run and review the returned contributions.
Questions about this workflow
What data does this retrieve?
It retrieves the authenticated user's contributions to their fund.
Can the history be paginated?
The Daffy action supports paginating through contribution history.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agenty to Daffy. A trigger fires from one place; an action lands in another.
Agenty 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.
Agenty and Daffy, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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