Keep your Daffy fund balance in view
Get a scheduled balance report without opening another dashboard or remembering to check your donor-advised fund.
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
When giving is spread across multiple tools, checking the amount available in your fund can slip off the to-do list.
- Retrieve your authenticated Daffy fund balance
- Put a recurring check on a schedule
- See a report in your chosen channel
Setup
Build it in a few focused steps.
- 1Connect Airtop and Daffy once in the Notis portal.
- 2Create an automation by telling Notis the outcome you want, in a channel or under Automations, New Automation.
- 3In one instruction, ask Notis to run the Airtop workflow and retrieve your Daffy fund balance for a report.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real run and confirm the balance report is useful.
Questions about this workflow
Does the schedule control how often I check the balance?
Yes. Choose a recurring schedule when you select the trigger.
Does Daffy return an available balance?
This action retrieves the authenticated user's fund balance. The report reflects the information Daffy returns.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Airtop to Daffy. A trigger fires from one place; an action lands in another.
Airtop 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.
Airtop and Daffy, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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