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Notis

Make a charitable gift when an Agiled milestone is complete

Connect a finished milestone to a gift, so your giving plan moves forward with your project work.

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

A donation tied to a project milestone can slip through when it lives in a separate tool and requires a manual follow-up.

  • Keep project completion and planned giving in one flow.
  • Reduce manual follow-up between project work and Daffy.
  • Use recipient and amount details supplied with the webhook request.

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, tell Notis to create a Daffy gift when an Agiled milestone completion request arrives, using the recipient and amount provided.
  • 4Choose the webhook trigger and select where run reports should go.
  • 5Test with one real example that includes a confirmed recipient and gift amount.

Questions about this workflow

Does Agiled provide a trigger event for this workflow?

No. Start it with a Notis webhook, an HTTP request that starts the automation.

Where do the charity and amount come from?

Include the confirmed recipient details and amount in the request. The workflow does not infer missing gift information.

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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