Create Daffy gifts from Agile CRM giving requests
Capture a giving request once. Notis can prepare the Daffy gift when the charity and amount are confirmed.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Gift
Creates a charitable gift.
Why this helps
Giving requests buried in CRM notes can be easy to miss or leave half-finished.
- Reduce re-entry between a CRM request and Daffy.
- Keep gift creation tied to a clear request.
- Receive a report when the automation runs.
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.
- 3Tell Notis to create a Daffy gift only when the CRM request includes a confirmed nonprofit and amount; report missing details instead.
- 4Pick the webhook trigger and choose where run reports go.
- 5Test with one real request before relying on it.
Questions about this workflow
Does Agile CRM provide a trigger event for this workflow?
No. Start it with a Notis webhook and provide the CRM request context to the automation.
Will it guess a charity or gift amount?
The prompt should require confirmed recipient and amount details and report the request if either is missing.
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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