Review your Daffy donation history on a schedule
Set a cadence for donation history reviews and let the report arrive where you already check updates.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Donations
Retrieves donation history from the authenticated user's Daffy account.
Why this helps
Past giving is harder to review when you only look it up after you need the information.
- Receive donation history on a recurring schedule.
- Get a concise summary of the records returned by Daffy.
- Keep pagination limits visible so a partial list is not mistaken for a complete history.
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 scheduled history review.
- 3Tell Notis to retrieve your donation history, summarize the returned records, and report if pagination may leave history incomplete.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test with one real run and check that the report accurately describes its coverage.
Questions about this workflow
Will the report include donations that are not returned by Daffy?
No. It summarizes the returned records and should identify limitations if the history is paginated.
Can I make this a monthly review?
Yes. Select a monthly recurring schedule in the Notis automation setup.
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.
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.
Ai ml api and Daffy, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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