Review fund contributions on a schedule
Keep fund contribution reviews from becoming another task you have to remember to start.
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 can be easy to overlook until you need to reconcile or understand a fund activity period.
- Retrieve contributions on a recurring schedule.
- Summarize records returned for the authenticated fund.
- Flag pagination or coverage limits in the report.
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 contribution review.
- 3Tell Notis to retrieve Daffy fund contributions, summarize the returned records, and note when more pages may be needed.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test with one real run and verify the report describes the data returned.
Questions about this workflow
Can I review contributions monthly?
Yes. Choose a monthly recurring schedule in the Notis automation setup.
Does this record new contributions anywhere?
No. It retrieves contribution history from Daffy and reports the returned records.
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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