Keep contributions and giving content together
Get a periodic contribution digest with current CMS context, ready for a quick review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Contributions
Retrieves contributions made to the authenticated user's Daffy fund.
Why this helps
Contribution history and the content behind giving plans are easy to lose track of when reviewed separately.
- Summarize contribution history in a scheduled report.
- Add current CMS context to support review.
- Make it easier to spot questions that need follow-up.
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 contributions, summarize them, and include relevant current Agility CMS giving content when available.
- 4Choose a Notis schedule and where run reports should go.
- 5Test with one real contribution history and a CMS giving page.
Questions about this workflow
Does the workflow include every contribution?
Not necessarily. Daffy contributions may be paginated, so the prompt should ask Notis to continue through available pages and state if the history is incomplete.
Will the CMS content be treated as proof of a contribution?
No. The report should distinguish published giving content from contribution records.
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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