Keep your Daffy fund balance in view
Make checking your fund balance part of a routine you already keep.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Balance
Retrieves the authenticated user's Daffy fund balance.
Why this helps
A balance check can get missed when it is another standalone task to remember before making giving decisions.
- Retrieve the authenticated user's current fund balance.
- Bring a balance check into a recurring review routine.
- Get a run report in your chosen channel.
Setup
Build it in a few focused steps.
- 1Connect Daffy once in the Notis portal.
- 2Create an automation and describe when to check and report your fund balance.
- 3Choose a recurring schedule as the trigger.
- 4Choose where Notis should send run reports.
- 5Test with one real run and review the balance result.
Questions about this workflow
Whose balance does this retrieve?
It retrieves the authenticated user's fund balance.
Does this make a gift based on the balance?
No. This workflow retrieves the balance for review.
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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