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Notis

Get a scheduled check of your Daffy balance

Let a recurring check bring your fund balance to you, so you do not have to remember to look it up.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

Get Balance

Retrieves the authenticated user's Daffy fund balance.

Why this helps

A balance check can slip off the list when it depends on remembering to open another account.

  • Receive a fund balance report on a recurring schedule.
  • Review the amount Daffy returns without manually opening the app.
  • Keep the workflow read-only so a balance check never creates a gift.

Setup

Build it in a few focused steps.

  • 1Connect Ai ml api and Daffy once in the Notis portal.
  • 2Create an automation and name it for the recurring balance check.
  • 3Tell Notis to retrieve your authenticated Daffy balance and report the returned amount without taking further action.
  • 4Pick a recurring schedule and choose where run reports go.
  • 5Test with one real run and confirm the report shows the returned balance.

Questions about this workflow

How often can it run?

Choose a recurring schedule in the Notis automation setup that fits your needs.

Will it alert me if my balance is low?

The workflow can report the balance. A threshold or definition of low must be supplied in your instruction if you want Notis to interpret it.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Ai ml api to Daffy. A trigger fires from one place; an action lands in another.

Ai ml api triggers

Daffy actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Create Gift

Creates a charitable gift.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Get Balance

Retrieves the authenticated user's Daffy fund balance.

ActionInstant

Get Contributions

Retrieves contributions made to the authenticated user's Daffy fund.

ActionInstant

Get Donations

Retrieves donation history from the authenticated user's Daffy account.

ActionInstant

Get Gift by Code

Retrieves details of a gift by its unique code.

ActionInstant

Get Gifts

Retrieves gifts associated with the user's Daffy account.

ActionInstant

Get Non-Profit by EIN (v2)

Retrieves detailed non-profit information by EIN.

ActionInstant

Get User Causes

Retrieves the charitable causes associated with a user's Daffy fund.

ActionInstant

Connect any two apps with Notis in the middle.

Ai ml api and Daffy, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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