Keep Box donation receipts connected to your Daffy history
A new receipt arrives in Box. Get a concise view of recent Daffy donations alongside it, so you can spot what may need a closer look.
Trigger
New Item Added to Folder
Triggers when a new item (file, folder, or web link) is added to a folder in Box. This trigger monitors a specific Box folder and fires when new items are detected.
Action
Get Donations
Tool to retrieve a list of donations for the authenticated user. use after authentication to fetch donation history.
Why this helps
Donation receipts and giving history live in separate places, making review easy to postpone or repeat.
- Bring recent donation history into the receipt review
- Reduce the effort of switching between Box and Daffy
- Surface records that may need a manual match
Setup
Build it in a few focused steps.
- 1Connect Box and Daffy once in the Notis portal.
- 2Create an automation in Automations, then choose New Automation.
- 3In one instruction, ask Notis to summarize recent Daffy donations when a new item is added to your Box receipts folder and flag possible review needs without claiming a match from unavailable file contents.
- 4Pick the Box New Item Added to Folder trigger, then choose where run reports go.
- 5Test with one real receipt folder item and check the report.
Questions about this workflow
Will this confirm that a receipt matches a Daffy donation?
No. It can summarize the Daffy donation history returned and report the Box item event, but should flag a possible match for your review unless the trigger provides enough comparable details.
Does this create or change a donation?
No. It retrieves donation history for review and does not create a gift.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Box to Daffy. A trigger fires from one place; an action lands in another.
Box triggers
Daffy actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Gift
Tool to create a new charitable gift. use when you have recipient details and amount ready.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Balance
Tool to retrieve the authenticated user's fund balance. use after authenticating to confirm account funds.
Collaboration Details Changed
Triggers when a collaboration's details change (e.g., role, status, expiration). This trigger monitors a specific collaboration and detects when any meaningful field changes, such as role, status, expiration date, access type, or acknowledgment status.
Get Contributions
Tool to retrieve list of contributions to the authenticated user's fund. use when needing to paginate through contribution history.
Comment Changed
Triggers when a comment's content or details change in Box. This trigger monitors a specific Box comment and detects when any meaningful field changes, such as message text edits, tagged message changes, or modification timestamp updates.
Get Donations
Tool to retrieve a list of donations for the authenticated user. use after authentication to fetch donation history.
New File Comment Added
Triggers when a new comment is added to a file in Box. This trigger monitors a specific Box file and fires when new comments are detected.
Get Gift by Code
Tool to retrieve details of a specific gift by its unique code. use after obtaining the gift code.
File Metadata Changed
Triggers when a file's metadata or properties change in Box. This trigger monitors a specific Box file and fires when changes are detected in key fields like name, description, size, modification time, parent folder, or status.
Get Gifts
Tool to retrieve a list of gifts. use when you need to page or filter gifts.
File Shared Link Changed
Triggers when a file's shared link settings change in Box. This trigger monitors a specific Box file's shared link and fires when changes are detected in the shared link configuration, such as access level, permissions, password protection, expiration date, or vanity URL.
Get Non-Profit by EIN
Tool to retrieve information about a non-profit organization by ein. use after confirming the correct nine-digit ein.
New File Version Uploaded
Triggers when a new file version is uploaded to a file in Box. This trigger monitors a specific Box file and fires when new versions are detected.
Get User Causes
Tool to retrieve a list of causes for a specified user. use after confirming the user id is valid.
Connect any two apps with Notis in the middle.
Box and Daffy, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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