Bring your Daffy profile into a giving review
Add your authenticated Daffy account details to a CRM prompted giving review in one run.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get User Profile
Retrieves the authenticated user's profile.
Why this helps
A giving review can lose time when basic account context has to be looked up separately.
- Retrieve current authenticated profile details for the review.
- Keep CRM prompted work in one run.
- Avoid confusing the current account with another user.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Daffy once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name and prompt.
- 3Ask Notis to retrieve the authenticated Daffy user's profile and summarize it with the supplied CRM giving context.
- 4Pick the webhook trigger and choose where run reports go.
- 5Test with one real giving review.
Questions about this workflow
Does this retrieve another person's profile?
No. It retrieves the authenticated user's profile.
Can a scheduled run be used?
Yes. Choose a recurring schedule instead if the review should run regularly.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Daffy. A trigger fires from one place; an action lands in another.
Agile CRM 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.
Agile CRM and Daffy, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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