Follow up on gifts referenced in CMS content
Turn a gift code mentioned in an update into a clear Daffy detail summary for your next review.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Gift by Code
Retrieves details of a gift by its unique code.
Why this helps
Gift codes mentioned in content can be overlooked when the details live elsewhere.
- Retrieve details for a specific gift using its code.
- Keep the content reference and gift record together.
- Make follow-up easier without searching manually.
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 find a gift code in the incoming content, retrieve that Daffy gift, and report clearly if no code is present.
- 4Choose the Notis webhook trigger and where run reports should go.
- 5Test with one real update containing a valid gift code.
Questions about this workflow
What if the content includes more than one code?
Ask Notis to list the codes it found and retrieve each available gift record, reporting any lookup failures.
Does the workflow create or change a gift?
No. It retrieves details for an existing gift code.
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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