Get a recurring review of your Daffy gifts
Choose a cadence for reviewing your gifts and have the results arrive in your report channel.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Gifts
Retrieves gifts associated with the user's Daffy account.
Why this helps
A regular gift review can fall through the cracks when it requires remembering to search for records yourself.
- Retrieve a Daffy gift list on a recurring schedule.
- Summarize the records returned for easier review.
- State filters and pagination limits when they affect coverage.
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 gift review.
- 3Tell Notis to retrieve and summarize the relevant Daffy gifts on each run, stating any filters or pagination limits used.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test with one real run and review the listed gifts and coverage notes.
Questions about this workflow
Can the scheduled search use criteria?
State the criteria in the instruction. The report should describe the filters used and not claim results outside the returned set.
Does this change any gifts?
No. The selected action retrieves a gift list for review.
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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