Check your fund balance during gift planning
Put your fund balance beside the research that prompted your giving idea, then decide what makes sense for you.
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
It is easy to lose track of the practical account context while weighing a new giving idea.
- Retrieve the authenticated fund balance
- Review account context next to research
- Keep the gift decision in your hands
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 retrieve your Daffy fund balance after an Airtop research result and include both in a planning report.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real run and verify the balance and research context are clear.
Questions about this workflow
Does this create a gift based on my balance?
No. It retrieves your balance to support your own planning. Gift creation should be a separate, explicit step.
What if I need a current balance?
The balance is retrieved when the automation runs. Review the report for the returned account information.
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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