Check your fund balance when you need it
Request a balance snapshot without pausing to sign in and look it up manually.
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
You are ready to plan a gift but have to stop and navigate to another service just to check available funds.
- Get a balance snapshot in response to an incoming request.
- Reduce tool switching during donation planning.
- Use current account data to inform a next step.
Setup
Build it in a few focused steps.
- 1Connect AnyDB and Daffy once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to retrieve the authenticated Daffy fund balance and report it clearly.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real request after confirming Daffy authentication.
Questions about this workflow
Does this check a balance for any user?
No. The action retrieves the authenticated user's fund balance.
Can it decide how much to donate?
It reports the available balance. A donation amount or giving decision should come from you.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link AnyDB to Daffy. A trigger fires from one place; an action lands in another.
AnyDB 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.
AnyDB and Daffy, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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