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Notis

See how your causes relate to current giving themes

Review your saved causes alongside the themes you are publishing, with any gaps framed as questions to consider.

Trigger

Recurring schedule

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

Action

Get User Causes

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

Why this helps

Personal giving priorities and published campaign themes can drift out of view between reviews.

  • Review personal causes alongside current content themes.
  • Notice potential alignment or gaps without changing preferences.
  • Keep planning context in a single report.

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 retrieve the authenticated user's Daffy causes and summarize possible connections to current Agility CMS giving themes without changing any causes.
  • 4Choose a Notis schedule and where run reports should go.
  • 5Test with one real cause list and current giving content.

Questions about this workflow

Will Notis update my causes?

No. This workflow retrieves and compares cause information for review only.

Can it determine whether a campaign is truly aligned with a cause?

It can identify textual or thematic similarities, but the report should leave final interpretation to you.

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.

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.

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

When this happens · Trigger

Do this · Action

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