Check Daffy funds alongside planned giving
See the available Daffy balance when you review upcoming giving plans in Agile CRM.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Balance
Retrieves the authenticated user's Daffy fund balance.
Why this helps
A planned gift can stall when the current fund balance is not at hand.
- Bring the current fund balance into a planned giving review.
- Reduce time spent switching between CRM and Daffy.
- Get a run report on a predictable 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 review upcoming giving plans in Agile CRM and retrieve the authenticated Daffy fund balance for the report.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test with one real plan and confirm the balance report is useful.
Questions about this workflow
Does this workflow create a donation?
No. It retrieves the authenticated user's Daffy fund balance and reports it alongside relevant CRM plans.
Can Notis check a balance without a schedule?
Yes. Use a Notis webhook instead if you want to start a one-time review with supplied 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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