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Notis

Add your Daffy profile to a regular review

Keep your account profile in a routine check instead of relying on a one-off reminder.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

Get User Profile

Retrieves the authenticated user's profile.

Why this helps

Account details are easy to leave unchecked when you only remember to review them during another task.

  • Retrieve the authenticated user's profile on a schedule.
  • Include profile review in a routine you choose.
  • Get a report without reopening Daffy just to check.

Setup

Build it in a few focused steps.

  • 1Connect Daffy once in the Notis portal.
  • 2Create an automation and describe what profile information to review.
  • 3Choose a recurring schedule as the trigger.
  • 4Choose where Notis should send run reports.
  • 5Test with one real run and review the returned profile.

Questions about this workflow

Which profile does this retrieve?

It retrieves the authenticated user's Daffy profile.

Can the automation report specific profile details?

Describe the details you want Notis to report in the automation instruction.

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.

TriggerScheduled

Create Gift

Creates a charitable gift.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Get Balance

Retrieves the authenticated user's Daffy fund balance.

ActionInstant

Get Contributions

Retrieves contributions made to the authenticated user's Daffy fund.

ActionInstant

Get Donations

Retrieves donation history from the authenticated user's Daffy account.

ActionInstant

Get Gift by Code

Retrieves details of a gift by its unique code.

ActionInstant

Get Gifts

Retrieves gifts associated with the user's Daffy account.

ActionInstant

Get Non-Profit by EIN (v2)

Retrieves detailed non-profit information by EIN.

ActionInstant

Get User Causes

Retrieves the charitable causes associated with a user's Daffy fund.

ActionInstant

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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