Bring your Daffy profile into a giving check-in
Review basic account context beside the giving plans you are considering, all in one scheduled report.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get User Profile
Retrieves the authenticated user's profile.
Why this helps
Account context and current giving plans are easy to review separately and forget to bring together.
- Retrieve the authenticated user's Daffy profile details.
- Pair account context with current giving plans.
- Make periodic planning more focused.
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 profile and summarize it alongside current Agility CMS giving plans.
- 4Choose a Notis schedule and where run reports should go.
- 5Test with one real profile response and current plan content.
Questions about this workflow
Does this change profile settings?
No. It retrieves the authenticated user's profile for review.
What if the profile response does not include details relevant to giving?
The report should state what information was available and avoid filling in missing details.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Daffy.