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Notis

Review your Daffy contributions on a steady schedule

Bring your giving history into a recurring review, with Agiled project context where you provide it.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

Get Contributions

Retrieves contributions made to the authenticated user's Daffy fund.

Why this helps

Contribution history and project context can be scattered, making routine giving reviews harder to complete.

  • Retrieve contribution history without a manual lookup.
  • Make recurring giving reviews easier to complete.
  • Add Agiled project context explicitly provided in the instruction.

Setup

Build it in a few focused steps.

  • 1Connect Agiled and Daffy once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and name it.
  • 3In one instruction, ask Notis to retrieve Daffy contributions and summarize them with any Agiled project context you provide.
  • 4Choose a recurring schedule and select where run reports should go.
  • 5Test with one real example and confirm the contribution summary is useful.

Questions about this workflow

Does this create or change any donations?

No. It retrieves Daffy contribution history for a review.

Can Notis automatically know which Agiled project the contributions relate to?

Only if that context is supplied in the instruction or request. The listed Daffy action provides contribution history, not project attribution.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Agiled to Daffy. A trigger fires from one place; an action lands in another.

Agiled triggers

Daffy actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Create Gift

Creates a charitable gift.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Get Balance

Retrieves the authenticated user's Daffy fund balance.

ActionInstant

Get Contributions

Retrieves contributions made to the authenticated user's Daffy fund.

ActionInstant

Get Donations

Retrieves donation history from the authenticated user's Daffy account.

ActionInstant

Get Gift by Code

Retrieves details of a gift by its unique code.

ActionInstant

Get Gifts

Retrieves gifts associated with the user's Daffy account.

ActionInstant

Get Non-Profit by EIN (v2)

Retrieves detailed non-profit information by EIN.

ActionInstant

Get User Causes

Retrieves the charitable causes associated with a user's Daffy fund.

ActionInstant

Connect any two apps with Notis in the middle.

Agiled and Daffy, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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