Find Daffy gift details from a CRM code
When a CRM note includes a Daffy gift code, get the matching gift details in one run.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Gift by Code
Retrieves details of a gift by its unique code.
Why this helps
Tracking down a gift by code adds a manual lookup step to a CRM follow-up.
- Resolve a gift code without a separate manual lookup.
- Bring gift details into the follow-up context.
- Surface missing or invalid codes in the run report.
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 read the supplied CRM request context, retrieve a Daffy gift by its confirmed code, and report if no code is present.
- 4Pick the webhook trigger and choose where run reports go.
- 5Test with one real gift code.
Questions about this workflow
Can this search for gifts without a code?
No. The Daffy action retrieves a specific gift by its unique code.
Does Agile CRM send the webhook automatically?
Agile CRM trigger events are not listed here. The Notis webhook starts the run, with the code supplied in its request 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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