Review your Daffy donation history with Airtable giving plans
See recent Daffy donations beside the plans you track in Airtable, with a concise report to help spot follow-up needs.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Donations
Tool to retrieve a list of donations for the authenticated user. use after authentication to fetch donation history.
Why this helps
Donation history and planned giving live in separate places, making reconciliation easy to postpone.
- Bring donation history into a recurring review.
- Compare returned donation information with Airtable plans when both contain enough detail.
- Flag missing matches or information instead of assuming it.
Setup
Build it in a few focused steps.
- 1Connect Airtable and Daffy once in the Notis portal.
- 2Create an automation to retrieve donations and compare them with the relevant Airtable giving plans.
- 3Pick a recurring schedule trigger.
- 4Choose where run reports should go.
- 5Test with one real donation period and the corresponding Airtable plans.
Questions about this workflow
Can it identify every planned donation that was completed?
Only when Daffy returns details that can be compared with the fields in your Airtable plans. Add matching details to Airtable or ask Notis to report uncertain matches.
Does this retrieve contributions to the fund?
This workflow uses the Daffy donations action, which retrieves donation history. Contributions are available through a separate Daffy action.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Airtable to Daffy. A trigger fires from one place; an action lands in another.
Airtable triggers
Daffy actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Gift
Tool to create a new charitable gift. use when you have recipient details and amount ready.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Balance
Tool to retrieve the authenticated user's fund balance. use after authenticating to confirm account funds.
Base Metadata Changed
Triggers when an existing Airtable base changes its name or permission level.
Get Contributions
Tool to retrieve list of contributions to the authenticated user's fund. use when needing to paginate through contribution history.
Base Schema Changed
Triggers when tables, fields, or views change in an Airtable base.
Get Donations
Tool to retrieve a list of donations for the authenticated user. use after authentication to fetch donation history.
User Profile Changed
Triggers when the connected Airtable user's profile information changes.
Get Gift by Code
Tool to retrieve details of a specific gift by its unique code. use after obtaining the gift code.
View Created
Triggers when a new view is created in an Airtable base.
Get Gifts
Tool to retrieve a list of gifts. use when you need to page or filter gifts.
View Deleted
Triggers when a previously known Airtable view is deleted.
Get Non-Profit by EIN
Tool to retrieve information about a non-profit organization by ein. use after confirming the correct nine-digit ein.
View Metadata Changed
Triggers when an Airtable view changes its name or type.
Get User Causes
Tool to retrieve a list of causes for a specified user. use after confirming the user id is valid.
Connect any two apps with Notis in the middle.
Airtable and Daffy, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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