Know your Daffy fund balance when you review giving
Bring your current fund balance into a scheduled giving check-in, without adding another manual lookup.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Balance
Retrieves the authenticated user's Daffy fund balance.
Why this helps
A planned giving review can stall when you need to leave your workflow to check available fund balance.
- Retrieve the authenticated fund's current balance for review.
- Make a balance check part of a repeatable routine.
- Pair the result with Agiled context you provide.
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 your Daffy balance and summarize it with any Agiled context you provide.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real example after authenticating Daffy.
Questions about this workflow
Whose balance does this retrieve?
It retrieves the authenticated Daffy user's fund balance.
Does it create a gift when the balance is available?
No. This workflow only retrieves the balance for review.
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.
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.
Agiled and Daffy, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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