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Keep fund contributions easy to review

Let a scheduled check collect contribution history so you can review fund activity in one short report.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

Get Contributions

Retrieves contributions made to the authenticated user's Daffy fund.

Why this helps

Contribution history is easy to forget when reviewing it requires another manual check and context switch.

  • Collect contribution history on a predictable schedule.
  • Review activity without navigating to Daffy each time.
  • Get a concise report that makes follow-up easier.

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 Daffy contribution history and summarize the returned records in a report.
  • 4Pick a recurring schedule and choose where run reports should go.
  • 5Test with one real example and confirm the report is useful.

Questions about this workflow

Can the schedule detect only new contributions?

Not from the listed action alone. Notis can summarize returned history, but a baseline or prior checkpoint must be supplied if you want a reliable new-only comparison.

Does the AnyDB connection control the schedule?

AnyDB has no listed trigger events for this package, so Notis starts this workflow on its selected schedule.

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.

TriggerScheduled

Create Gift

Creates a charitable gift.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Get Balance

Retrieves the authenticated user's Daffy fund balance.

ActionInstant

Get Contributions

Retrieves contributions made to the authenticated user's Daffy fund.

ActionInstant

Get Donations

Retrieves donation history from the authenticated user's Daffy account.

ActionInstant

Get Gift by Code

Retrieves details of a gift by its unique code.

ActionInstant

Get Gifts

Retrieves gifts associated with the user's Daffy account.

ActionInstant

Get Non-Profit by EIN (v2)

Retrieves detailed non-profit information by EIN.

ActionInstant

Get User Causes

Retrieves the charitable causes associated with a user's Daffy fund.

ActionInstant

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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