Check your Daffy balance during a Box invite follow-up
A new Box invite can surface in a busy inbox. Pair its arrival with a quick Daffy balance check when you are already following up on planned giving.
Trigger
New Pending Collaboration Invite
Triggers when a new pending collaboration invite is created. This trigger monitors the user's pending collaborations and fires when new pending collaboration invites are detected.
Action
Get Balance
Tool to retrieve the authenticated user's fund balance. use after authenticating to confirm account funds.
Why this helps
A pending collaboration invite can distract from a separate giving task, and fund balance checks often get left for later.
- Add a fund balance snapshot to a timely follow-up report
- Reduce a separate context switch
- See the balance before reviewing a planned gift
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 retrieve the authenticated Daffy fund balance when a new pending Box collaboration invite is detected and report it only as context for a planned giving review.
- 4Pick the Box New Pending Collaboration Invite trigger, then choose where run reports go.
- 5Test with one real pending invite and confirm the balance report is useful.
Questions about this workflow
Does this accept the Box invitation or donate funds?
No. It only retrieves and reports the Daffy fund balance alongside the invite event.
Will it check whether the fund can cover a specific gift?
Only if you supply a proposed amount in the automation instruction or relevant prompt context. The trigger does not provide a planned gift amount by itself.
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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