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Review Daffy donations with parsed giving records

Bring Daffy donation history and extracted giving records into one scheduled review, with possible discrepancies called out for a person to check.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

Get Donations

Retrieves donation history from the authenticated user's Daffy account.

Why this helps

Giving records spread across account history and documents are easy to overlook during routine reconciliation.

  • Retrieve the authenticated user's Daffy donation history on a schedule.
  • Review it alongside Airparser-extracted records included in the automation's available input.
  • Report potential mismatches for human review.

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 Daffy donation history and compare it with the Airparser-extracted records available to the automation, reporting possible mismatches without assuming missing records are errors.
  • 4Choose the Notis cron trigger and select where run reports should go.
  • 5Test with one real review example and confirm the source records are available to the run.

Questions about this workflow

Does the cron trigger fetch new Airparser documents?

No Airparser trigger or polling action is listed here. The scheduled workflow can compare only records available to its run.

Will it automatically correct donation records?

No. It retrieves donation history and reports possible differences for review.

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.

TriggerScheduled

Create Gift

Creates a charitable gift.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Get Balance

Retrieves the authenticated user's Daffy fund balance.

ActionInstant

Get Contributions

Retrieves contributions made to the authenticated user's Daffy fund.

ActionInstant

Get Donations

Retrieves donation history from the authenticated user's Daffy account.

ActionInstant

Get Gift by Code

Retrieves details of a gift by its unique code.

ActionInstant

Get Gifts

Retrieves gifts associated with the user's Daffy account.

ActionInstant

Get Non-Profit by EIN (v2)

Retrieves detailed non-profit information by EIN.

ActionInstant

Get User Causes

Retrieves the charitable causes associated with a user's Daffy fund.

ActionInstant

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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