Bring Daffy donation history into your regular review
Make donation history easier to revisit with a scheduled summary and the context you choose to include.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Donations
Retrieves donation history from the authenticated user's Daffy account.
Why this helps
Donation records are easy to overlook when you have to remember to open Daffy and review them separately.
- Retrieve donation history on a recurring schedule.
- Reduce the effort of remembering a separate review.
- Include Agiled context you explicitly supply.
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 donations and summarize them with the Agiled context you provide.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real example and review the resulting summary.
Questions about this workflow
How is this different from retrieving contributions?
This uses the Daffy donations action to retrieve donation history, while the contributions action retrieves contributions to the authenticated fund.
Can the summary include project context?
Yes, when you provide that context. The listed donation action does not provide Agiled project details.
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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