Check your fund balance while reviewing a giving brief
Get a current balance next to the content that prompted your giving plan, before making any donation decisions.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Balance
Retrieves the authenticated user's Daffy fund balance.
Why this helps
Planning from a campaign brief without checking available funds can lead to avoidable backtracking.
- See available fund balance alongside the relevant brief.
- Make planning easier without creating a gift.
- Keep decisions grounded in current account information.
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 summarize the incoming giving brief and retrieve the authenticated Daffy fund balance for planning context.
- 4Choose the Notis webhook trigger and where run reports should go.
- 5Test with one real giving brief and confirm the balance report is useful.
Questions about this workflow
Does this workflow create a gift?
No. It retrieves the authenticated user's fund balance and reports it alongside the brief.
Can the content specify the amount to donate?
The workflow can summarize an amount mentioned in the brief, but this action only checks balance and does not create a donation.
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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