Look up a Daffy public profile from CRM context
Resolve a Daffy username from a CRM request into the public profile details available for review.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get User by Username
Retrieves a user’s public profile by username.
Why this helps
A username in a CRM note is not useful until the associated public profile is identified.
- Retrieve profile details from a confirmed username.
- Reduce manual identity lookup steps.
- Report when a username is missing or cannot be resolved.
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 public Daffy profile for the confirmed username in the supplied CRM context and report if the lookup fails.
- 4Pick the webhook trigger and choose where run reports go.
- 5Test with one real username.
Questions about this workflow
Does this return private account information?
The action is described as retrieving public profile information.
Can it find the username from a name alone?
No. Supply a confirmed username in the CRM context.
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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