Review public Daffy donations from CRM context
When a review has a valid Daffy user ID, retrieve the public donations available for that user.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get User Donations
Retrieves a user’s publicly visible donation history.
Why this helps
Public giving history can take extra steps to locate when preparing a relationship review.
- Retrieve publicly visible donations for a confirmed user.
- Prepare a focused report for a CRM review.
- Surface the visibility limitation alongside the results.
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 public Daffy donations for the confirmed user ID in CRM context and state that only publicly visible donations are available.
- 4Pick the webhook trigger and choose where run reports go.
- 5Test with one real user ID.
Questions about this workflow
Does this show all of a user's donations?
No. The action returns publicly visible donations only.
Can I use a username instead of an ID?
This action requires a user ID. Use the username profile lookup action if you need profile details by username.
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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