Review Daffy gifts with campaign context
Prepare a gift overview alongside the campaigns and relationships you manage in Agile CRM.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Gifts
Retrieves gifts associated with the user's Daffy account.
Why this helps
Gift lists and campaign context can be difficult to reconcile during a busy review.
- Bring gift records into campaign reviews.
- Reduce manual preparation for giving summaries.
- Keep the review on a recurring 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 the relevant Daffy gifts and summarize them with matching Agile CRM campaign context, noting any relationship it cannot establish.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test with one real campaign review.
Questions about this workflow
Can the workflow filter gifts by campaign automatically?
The action retrieves a list of gifts. The prompt can summarize relevant data, but campaign relationships should be supplied or confirmed in the CRM context.
Does this change gift records?
No. It retrieves gifts and prepares 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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