Make your Daffy donation history easier to review
Have donation history gathered on a schedule, ready when you want to review your giving.
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 history is easy to forget to gather when it lives in a separate account from your admin work.
- Retrieves the authenticated user's donation history.
- Makes periodic review easier to remember.
- Delivers the result through the selected run report channel.
Setup
Build it in a few focused steps.
- 1Connect Anthropic administrator and Daffy once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis from any channel.
- 3In one instruction, ask Notis to retrieve your Daffy donation history and summarize the returned records.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test with one real history retrieval.
Questions about this workflow
Does this retrieve contributions or donations?
It uses Daffy's Get Donations action to retrieve the authenticated user's donation list.
Can it summarize a date range?
Ask Notis to summarize any date information returned by Daffy. If the action does not return the dates needed, supply the missing context or use a different review method.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Anthropic administrator to Daffy. A trigger fires from one place; an action lands in another.
Anthropic administrator 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.
Anthropic administrator and Daffy, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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