Bring your giving profile into campaign planning
Get a scheduled Daffy profile snapshot with the campaign context you choose to provide to Notis.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get User Profile
Retrieves the authenticated user's profile.
Why this helps
When planning charitable campaigns, relevant account context can be separated from the campaign notes and forgotten.
- Retrieve the authenticated user's Daffy profile on a schedule.
- Summarize that profile with AimTell campaign context supplied by the user.
- Put the report in a chosen channel for easier 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 scheduled review.
- 3Tell Notis to retrieve your Daffy profile and include the AimTell campaign context you provide in the prompt.
- 4Pick a recurring Notis schedule and choose where run reports should go.
- 5Test with one real example using current campaign context.
Questions about this workflow
Can the schedule read AimTell campaign data automatically?
No AimTell trigger events are exposed here. Include the campaign context you want considered in the automation prompt or provide it when setting up the review.
Which Daffy account does it check?
The Get User Profile action retrieves the profile for the authenticated Daffy user connected to the automation.
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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