Review gifts in the context of your campaigns
Get a scheduled snapshot of campaign content and Daffy gifts, with any relationship clearly labeled as a possible match.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Gifts
Retrieves gifts associated with the user's Daffy account.
Why this helps
Campaign updates and giving records live in separate places, making review easy to postpone.
- Bring content and gift records into one periodic report.
- See possible campaign connections without assuming a gift was caused by a story.
- Reduce manual review overhead.
Setup
Build it in a few focused steps.
- 1Connect Agility CMS and Daffy once in Notis.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to review current campaign content, retrieve Daffy gifts, and summarize only clear or possible relationships with uncertainty stated.
- 4Choose a Notis schedule and where run reports should go.
- 5Test with one real campaign and a Daffy gift list.
Questions about this workflow
Can Notis tell which campaign caused a gift?
Only if the available content or gift details support that conclusion. Otherwise the report should label a connection as possible or unknown.
What starts the workflow?
A recurring Notis schedule starts it. Agility CMS does not provide a listed trigger event for this package.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agility cms to Daffy. A trigger fires from one place; an action lands in another.
Agility cms 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.
Agility cms and Daffy, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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