Check Daffy funds against a parsed giving plan
See the current fund balance beside the amount mentioned in a giving plan before deciding what to do next.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Balance
Retrieves the authenticated user's Daffy fund balance.
Why this helps
A planned gift can be delayed when the intended amount and current fund balance live in different places.
- Retrieve the authenticated user's current Daffy fund balance.
- Compare it with the amount explicitly present in the extracted plan.
- Surface a possible shortfall without creating a gift.
Setup
Build it in a few focused steps.
- 1Connect Airparser and Daffy once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3In one instruction, ask Notis to retrieve the Daffy balance and report it alongside the intended amount in the incoming Airparser extraction, without creating a gift.
- 4Choose the Notis webhook trigger and select where run reports should go.
- 5Test with one real giving plan and check the comparison.
Questions about this workflow
Will this move money or create a gift?
No. It retrieves the balance and reports a comparison with the extracted intended amount.
Can it determine whether the balance is enough?
It can compare the two amounts provided by the Daffy balance result and the Airparser extraction. The report should make clear that this is a simple comparison.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Airparser to Daffy. A trigger fires from one place; an action lands in another.
Airparser 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.
Airparser and Daffy, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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