Review a donor's Daffy causes with campaign context
Bring a donor's stated causes into the same review as your campaign planning context.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get User Causes
Retrieves the charitable causes associated with a user's Daffy fund.
Why this helps
Planning relevant outreach is harder when cause preferences are separated from campaign work.
- Bring confirmed cause information into campaign planning.
- Reduce manual cross-checking before a review.
- Receive a report 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 causes for the confirmed Daffy user ID and summarize relevant Agile CRM campaign context, noting any missing ID.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test with one real user and campaign context.
Questions about this workflow
Can this look up causes from a username?
This action requires a user ID. A username lookup is available as a separate Daffy action.
Does it update the campaign?
No. It retrieves cause information and prepares a review 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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