Check your fund balance during campaign reviews
See your authenticated Daffy fund balance in a scheduled report alongside the campaign notes you choose to include.
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 giving plan can be reviewed without current fund context, leaving the user to open another app just to check their balance.
- Retrieve the authenticated user's Daffy fund balance on a recurring schedule.
- Include campaign context supplied by the user in the report.
- Make fund availability visible during a regular review.
Setup
Build it in a few focused steps.
- 1Connect AimTell and Daffy once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name the balance review.
- 3Tell Notis to retrieve your Daffy fund balance and summarize the campaign context you supply.
- 4Pick a recurring Notis schedule and choose where run reports should go.
- 5Test with one real balance check and current campaign notes.
Questions about this workflow
Does this workflow make a donation?
No. It only retrieves the authenticated user's Daffy fund balance and reports it with the campaign context provided.
Where does the campaign information come from?
AimTell has no available trigger events in this package. Supply the campaign context in the automation prompt or review instructions.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link AimTell to Daffy. A trigger fires from one place; an action lands in another.
AimTell 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.
AimTell and Daffy, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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