Keep your Daffy fund balance in view
Get a scheduled balance check so planned giving starts with a current view of available funds.
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
Checking account funds at the moment you need them adds another task to an already busy day.
- Retrieves the authenticated user's Daffy fund balance.
- Provides a repeatable view before planning gifts.
- Sends the result to a report channel you choose.
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 fund balance and summarize the returned amount.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test with one real balance check.
Questions about this workflow
Does the schedule create gifts automatically?
No. This workflow retrieves and reports the fund balance only.
Can it report a threshold I choose?
Yes, if you include that threshold in the instruction. The workflow cannot infer a threshold that you have not supplied.
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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