Review your Daffy donation history regularly
Set a recurring check so your donation history is ready when you review your giving.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Donations
Retrieves donation history from the authenticated user's Daffy account.
Why this helps
Donation history is easy to overlook when checking it requires an extra task and context switch.
- Retrieve donation history on a recurring schedule.
- Make regular giving reviews easier to start.
- Send run reports to a channel you already use.
Setup
Build it in a few focused steps.
- 1Connect Daffy once in the Notis portal.
- 2Create an automation and describe the donation history 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 donation history returned.
Questions about this workflow
Does this retrieve my own donation history?
Yes. The Daffy action retrieves donations for the authenticated user.
Can Notis summarize the results?
You can ask Notis to summarize the returned history in your 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.
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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