Review fund contributions with CRM context
Bring contribution history into a regular giving review, with relevant context from Agile CRM.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Contributions
Retrieves contributions made to the authenticated user's Daffy fund.
Why this helps
Contribution history and relationship context live in separate places, making reviews slower.
- Reduce context switching during contribution reviews.
- Summarize contribution history alongside CRM relationship context.
- Receive a repeatable report on a schedule.
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 Daffy contributions and summarize relevant context from Agile CRM contacts or campaigns, noting unavailable details.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test with one real review and check the report's scope.
Questions about this workflow
Can this retrieve all contribution records at once?
Daffy's contributions action supports pagination. Ask Notis to page through the history needed for the review.
Does the workflow update Agile CRM?
No Agile CRM action is specified here. This workflow retrieves Daffy data and produces a report.
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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