Review donation history beside current giving plans
See recent donation records and active giving plans together so open questions are easier to spot.
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
It is hard to know what has already been donated when plans and records are spread across tools.
- Bring donation history into a regular planning review.
- Compare records with current plans without claiming unsupported matches.
- Surface follow-up questions in one 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 Daffy donation history, compare it with current giving plans in Agility CMS, and label uncertain or unmatched items for review.
- 4Choose a Notis schedule and where run reports should go.
- 5Test with one real donation history and current plan content.
Questions about this workflow
Can the workflow decide a planned donation is complete?
Only when the available records clearly support that match. Otherwise it should mark the item as unresolved for review.
Does this retrieve gifts or donations?
It retrieves Daffy's donation history using the donation list action.
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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